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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
CCM
826
Cohen Capital Management
California
$25.2M +$94.1K +310 +0.4%
AHC
827
Anderson Hoagland & Co
Missouri
$25.2M -$520K -1,713 -2%
FAT
828
First American Trust
California
$25M -$3.15M -10,380 -11%
SL
829
Summitry LLC
California
$25M +$24.5M +80,617 +1,898%
KOCAA
830
Knights of Columbus Asset Advisors
Connecticut
$25M +$406K +1,338 +2%
TTWM
831
TCV Trust & Wealth Management
Virginia
$24.9M -$629K -2,074 -2%
BWP
832
Baldwin Wealth Partners
Massachusetts
$24.9M -$3.37M -11,094 -12%
OHIS
833
Oak Harvest Investment Services
Texas
$24.9M +$795K +2,619 +3%
NO
834
Ninety One
South Africa
$24.9M +$1.42M +4,664 +6%
WWA
835
WCG Wealth Advisors
Nevada
$24.7M +$2.77M +9,143 +12%
NSAM
836
North Star Asset Management
Wisconsin
$24.7M +$858K +2,827 +3%
S
837
SignatureFD
Georgia
$24.7M +$521K +1,716 +2%
TW
838
TritonPoint Wealth
Maryland
$24.6M -$611K -2,014 -2%
EI
839
Ethic Inc
New York
$24.6M +$2.43M +8,008 +11%
WCMN
840
Westchester Capital Management (Nebraska)
Nebraska
$24.5M +$310K +1,021 +1%
DP
841
Dearborn Partners
Illinois
$24.5M -$230K -757 -0.9%
RDWM
842
Red Door Wealth Management
Tennessee
$24.4M +$293K +965 +1%
VCA
843
Verdence Capital Advisors
Maryland
$24.4M -$723K -2,382 -3%
WIC
844
Woodmont Investment Counsel
Tennessee
$24.3M +$435K +1,432 +2%
AG
845
Ascent Group
Virginia
$24.3M -$89.2K -294 -0.4%
FNFDCM
846
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$24.3M +$897K +2,957 +4%
M
847
MOTCO
Texas
$24.2M -$237K -782 -0.9%
CNC
848
Canandaigua National Corp
New York
$24.2M +$25M +82,359 New
MA
849
Montag & Associates
Georgia
$24.2M +$846K +2,786 +4%
EIP
850
Easterly Investment Partners
Massachusetts
$24M +$364K +1,198 +1%

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.