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JPMorgan Chase

5,057 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, 2,274 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: 2,274

1.06% less ownership

Funds ownership: 73.33%72.26% (-1.1%)

1% less funds holding

Funds holding: 5,1235,057 (-66)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.4B)

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
5,057
Holders Change
-66
Holders Change %
-1.29%
% of All Funds
62.15%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.77%
New
205
Increased
2,117
Reduced
2,274
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
VFA
651
Valeo Financial Advisors
Indiana
$38.6M -$3.73M -12,281 -9%
IAA
652
Independent Advisor Alliance
North Carolina
$38.5M -$12.7M -41,939 -24%
HI
653
Horizon Investments
North Carolina
$38.4M +$1.89M +6,219 +5%
NRS
654
Neville Rodie & Shaw
New York
$38.4M -$309K -1,017 -0.8%
AWM
655
Axxcess Wealth Management
California
$38.3M -$4.63M -15,249 -10%
NCM
656
Narwhal Capital Management
Georgia
$38.2M -$58.9K -194 -0.1%
7WCP
657
71 West Capital Partners
Massachusetts
$38M +$3.4M +11,206 +10%
CAM
658
Crake Asset Management
United Kingdom
$38M +$39.2M +129,019 New
SDJVC
659
St. Denis J. Villere & Co
Louisiana
$37.7M -$17.8M -58,713 -31%
PMAM
660
Picton Mahoney Asset Management
Ontario, Canada
$37.5M +$20.6M +67,867 +114%
NMERB
661
New Mexico Educational Retirement Board
New Mexico
$37.3M
AP
662
Appleton Partners
Massachusetts
$37.2M -$158K -522 -0.4%
OAM
663
Ostrum Asset Management
France
$37.2M -$8.13M -26,796 -17%
MAM
664
Martingale Asset Management
Massachusetts
$37.1M -$3.4M -11,190 -8%
MC
665
Moors & Cabot
Massachusetts
$37M -$897K -2,957 -2%
TBA
666
Tower Bridge Advisors
Pennsylvania
$36.9M +$451K +1,485 +1%
HWA
667
Heritage Wealth Advisors
Virginia
$36.9M -$7.87M -25,923 -17%
LG
668
LaFleur & Godfrey
Michigan
$36.9M -$697K -2,298 -2%
VV
669
Verity & Verity
South Carolina
$36.8M +$59.5K +196 +0.2%
NB
670
NBT Bank
New York
$36.8M -$380K -1,252 -1%
DI
671
DKRT Investments
$36.8M
FA
672
Fiduciary Alliance
South Carolina
$36.5M -$4.96M -16,358 -12%
BCM
673
Bridgeway Capital Management
Texas
$36.3M +$859K +2,831 +2%
TA
674
TruWealth Advisors
Louisiana
$36.2M +$1.48M +4,865 +4%
FAM
675
Fred Alger Management
New York
$35.9M -$3.6M -11,869 -9%

JPM Hedge Fund Activity: Q1 2026 in Review

5,057 of the 8,137 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 2,274 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.

  • 5,057 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,123 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.