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JPMorgan Chase

5,078 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 2,123 increasing their positions, 2,284 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,123 | Existing positions reduced: 2,284

1.04% less ownership

Funds ownership: 73.34%72.29% (-1%)

1% less funds holding

Funds holding: 5,1365,078 (-58)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.2B)

15% less funds holding in top 10

Funds holding in top 10: 941797 (-144)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,078
Holders Change
-58
Holders Change %
-1.13%
% of All Funds
62.14%
Holding in Top 10
797
Holding in Top 10 Change
-144
Holding in Top 10 Change %
-15.3%
% of All Funds
9.75%
New
207
Increased
2,123
Reduced
2,284
Closed
177
Calls
$8.1B
Puts
$10.8B
Net Calls
-$2.71B
Net Calls Change
-$1.48B
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
5176
Mark Sheptoff Financial Planning
Connecticut
-$266K -940 Closed
SWM
5177
SpringVest Wealth Management
Texas
-$297K -921 Closed
SIM
5178
Sims Investment Management
Ohio
-$287K -891 Closed
SP
5179
Saranac Partners
-$284K -882 Closed
HAFS
5180
Hapanowicz & Associates Financial Services
Pennsylvania
-$274K -850 Closed
NJBEST
5181
New Jersey Better Educational Savings Trust
New Jersey
-$273K -847 Closed
PA
5182
ProCore Advisors
California
-$271K -841 Closed
BT
5183
Brandywine Trust
Delaware
-$267K -830 Closed
AC
5184
Armistice Capital
New York
-$264K -819 Closed
TC
5185
Town Capital
Maryland
-$260K -808 Closed
PM
5186
Phraction Management
Connecticut
-$259K -804 Closed
OC
5187
Optima Capital
Oregon
-$257K -797 Closed
KPWM
5188
KDK Private Wealth Management
Texas
-$256K -795 Closed
MGWA
5189
Monument Group Wealth Advisors
Massachusetts
-$251K -779 Closed
ACM
5190
Andina Capital Management
Utah
-$248K -770 Closed
VAM
5191
Vienna Asset Management
California
-$246K -763 Closed
OWA
5192
ORBA Wealth Advisors
Illinois
-$244K -758 Closed
AFA
5193
Alpha Financial Advisors
North Carolina
-$244K -757 Closed
DFA
5194
Davies Financial Advisors
California
-$243K -753 Closed
CCMIC
5195
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
-$329K -745 Closed
SWAG
5196
Spectrum Wealth Advisory Group
California
-$234K -726 Closed
SB
5197
Semitam Bonam
New York
-$231K -717 Closed
MFG
5198
Mustico Financial Group
New York
-$234K -712 Closed
IIA
5199
Integrity Investment Advisors
Colorado
-$224K -697 Closed
FWP
5200
Forefront Wealth Partners
Texas
-$224K -696 Closed

JPM Hedge Fund Activity: Q1 2026 in Review

5,078 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2026, worth a combined $573B — down 11% from $640B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new JPM positions and 177 closed out — a net gain of 30 holders — while 2,123 added to existing stakes and 2,284 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $2.85B. The largest seller was Capital International Investors, cutting an estimated $4.26B.

  • 5,078 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,136 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 207 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +30 holders.
  • The largest JPMorgan Chase buyer in Q1 2026 was SG Americas Securities, an estimated $2.85B added.
  • The largest JPMorgan Chase seller in Q1 2026 was Capital International Investors, an estimated $4.26B sold.

Based on aggregated 13F filings for Q1 2026.