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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
PCH
701
Polar Capital Holdings
United Kingdom
$33.3M +$1.07M +3,541 +3%
CGPCS
702
Capital Group Private Client Services
California
$33.1M -$17.6M -58,142 -34%
HSA
703
HBK Sorce Advisory
Pennsylvania
$33M -$157K -517 -0.5%
PCMF
704
Private Capital Management (Florida)
Florida
$32.9M -$11.8K -39 -0%
SIA
705
Sit Investment Associates
Minnesota
$32.9M -$77.1K -254 -0.2%
SBCM
706
Schwerin Boyle Capital Management
Massachusetts
$32.8M -$2.41M -7,930 -7%
NRG
707
Nemes Rush Group
Michigan
$32.8M +$459K +1,512 +1%
TF
708
Talbot Financial
Washington
$32.7M +$903K +2,976 +3%
AWAG
709
ARS Wealth Advisors Group
Florida
$32.6M +$27K +89 +0.1%
OPCM
710
Osborne Partners Capital Management
California
$32.6M +$44K +145 +0.1%
JPMIA
711
J.P. Marvel Investment Advisors
Massachusetts
$32.5M -$44.3K -146 -0.1%
RMC
712
Resources Management Corp
Connecticut
$32.5M -$21.5K -71 -0.1%
CTA
713
Colonial Trust Advisors
South Carolina
$32.4M -$337K -1,109 -1%
HFS
714
Hantz Financial Services
Michigan
$32.4M -$4.68M -15,422 -12%
SCM
715
SCS Capital Management
Massachusetts
$32.3M -$2.2M -7,233 -6%
AIMC
716
Alley Investment Management Company
Illinois
$32.3M -$2.49M -8,217 -7%
PMG
717
Private Management Group
California
$32.3M -$4.44M -14,627 -12%
CANC
718
Culbertson A N & Co
Virginia
$32.2M -$1.24M -4,082 -4%
OIA
719
OneDigital Investment Advisors
Kansas
$31.9M -$1.32M -4,358 -4%
ECM
720
Evergreen Capital Management
Washington
$31.9M +$4.19M +13,814 +15%
SBH
721
Segall Bryant & Hamill
Illinois
$31.9M -$460K -1,517 -1%
CAM
722
Congress Asset Management
Massachusetts
$31.7M -$293K -966 -0.9%
SCA
723
Stillwater Capital Advisors
Pennsylvania
$31.6M -$534K -1,758 -2%
DR
724
Davis Rea
Ontario, Canada
$31.5M +$6.16M +20,292 +23%
OA
725
Oak Associates
Ohio
$31.5M -$4.9M -16,133 -13%

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.