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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
RP
851
Rice Partnership
Hawaii
$24M -$5.49M -18,096 -18%
Balyasny Asset Management
852
Balyasny Asset Management
Illinois
$23.9M -$165M -543,782 -87%
ACP
853
Aviance Capital Partners
Florida
$23.9M -$359K -1,184 -1%
MSA
854
MUFG Securities Americas
New York
$23.9M +$436K +1,435 +2%
DAS
855
Dynamic Advisor Solutions
Arizona
$23.8M +$516K +1,701 +2%
KWMG
856
King Wealth Management Group
Florida
$23.8M +$147K +486 +0.6%
OCA
857
OpenArc Corporate Advisory
Georgia
$23.7M +$1.98M +6,524 +9%
USCWA
858
U.S. Capital Wealth Advisors
Texas
$23.7M -$1.66M -5,461 -6%
JWM
859
JGP Wealth Management
Oregon
$23.7M -$390K -1,285 -2%
MAS
860
Meeder Advisory Services
Ohio
$23.7M -$147K -485 -0.6%
NPT
861
Nixon Peabody Trust
Massachusetts
$23.6M -$856K -2,819 -3%
AP
862
Archon Partners
New Jersey
$23.5M
GAI
863
General American Investors
New York
$23.5M
FPAS
864
Focus Partners Advisor Solutions
Missouri
$23.4M +$3.13M +10,301 +15%
JWBC
865
J.W. Burns & Co
New York
$23.3M -$11.8K -39 -0%
FMC
866
First Merchants Corp
Indiana
$23.3M -$478K -1,576 -2%
VWM
867
Venturi Wealth Management
Texas
$23.2M +$2.62M +8,620 +12%
TFS
868
Thoroughbred Financial Services
Tennessee
$23.2M -$41.3K -136 -0.2%
NDSIB
869
North Dakota State Investment Board
North Dakota
$23.2M -$5.02M -16,556 -17%
ANTB
870
AMG National Trust Bank
Colorado
$23M +$3.38M +11,144 +17%
IP
871
Interval Partners
New York
$22.9M +$23.7M +77,983 New
WIC
872
Willis Investment Counsel
Georgia
$22.9M
BIA
873
Biondo Investment Advisors
Pennsylvania
$22.9M -$678K -2,233 -3%
MHS
874
M Holdings Securities
Oregon
$22.8M +$345K +1,136 +2%
CWP
875
Cyndeo Wealth Partners
Florida
$22.8M -$5.61M -18,485 -19%

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.