We are live on ! Find out more
JPM icon

JPMorgan Chase

5,060 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 2,117 increasing their positions, 2,275 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,117 | Existing positions reduced: 2,275

1.05% less ownership

Funds ownership: 73.33%72.27% (-1.1%)

1% less funds holding

Funds holding: 5,1255,060 (-65)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.3B)

15% less funds holding in top 10

Funds holding in top 10: 938795 (-143)

25% less call options, than puts

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

Holders
5,060
Holders Change
-65
Holders Change %
-1.27%
% of All Funds
62.14%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
205
Increased
2,117
Reduced
2,275
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
CG
5201
Castellan Group
Kentucky
-$208K -644 Closed
AWMI
5202
Aegis Wealth Management (Iowa)
Iowa
-$207K -643 Closed
BS
5203
Brighton Securities
New York
-$207K -643 Closed
WCP
5204
Welch Capital Partners
New York
-$207K -642 Closed
CCM
5205
Collar Capital Management
Wisconsin
-$207K -641 Closed
BSCCG
5206
Blue Sky Capital Consultants Group
California
-$205K -634 Closed
JGUA
5207
John G. Ullman & Associates
New York
-$204K -633 Closed
MFG
5208
Mendota Financial Group
Wisconsin
-$203K -631 Closed
GW
5209
Graetz Wealth
Michigan
-$203K -630 Closed
BIA
5210
Barry Investment Advisors
Massachusetts
-$203K -629 Closed
TBC
5211
Ted Buchan & Co
California
-$202K -628 Closed
RC
5212
Resolute Capital
South Carolina
-$202K -627 Closed
VFIC
5213
Valley Forge Investment Consultants
Pennsylvania
-$202K -626 Closed
HCA
5214
Hyperion Capital Advisors
New York
-$201K -624 Closed
CWM
5215
C2C Wealth Management
Arizona
-$200K -622 Closed
DSA
5216
Droms Strauss Advisors
Missouri
-$200K -622 Closed
MCM
5217
MidAtlantic Capital Management
Virginia
-$193K -600 Closed
MW
5218
Merited Wealth
Florida
-$190K -590 Closed
EI
5219
eCIO Inc
Wisconsin
-$190K -589 Closed
HHMI
5220
Howard Hughes Medical Institute
Maryland
-$189K -588 Closed
GFM
5221
GF Fund Management
China
-$189K -586 Closed
VWWMG
5222
Vermillion & White Wealth Management Group
Pennsylvania
-$153K -510 Closed
IIM
5223
IFC & Insurance Marketing
California
-$156K -485 Closed
VCMGDR
5224
Vinland Capital Management Gestora de Recursos
Brazil
-$130K -430 Closed
IWM
5225
Inlight Wealth Management
Georgia
-$138K -427 Closed

JPM Hedge Fund Activity: Q1 2026 in Review

5,060 of the 8,143 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: 205 funds opened new JPM positions and 177 closed out — a net gain of 28 holders — while 2,117 added to existing stakes and 2,275 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.

  • 5,060 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,125 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 205 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +28 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.