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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
PAM
876
Peak Asset Management
Colorado
$22.7M -$589K -1,940 -2%
WCM
877
Whitener Capital Management
North Carolina
$22.6M -$272K -895 -1%
SW
878
SlateStone Wealth
Florida
$22.6M -$372K -1,225 -2%
CC
879
Courier Capital
New York
$22.6M -$534K -1,761 -2%
RSWM
880
Robertson Stephens Wealth Management
California
$22.5M -$6.68M -22,000 -22%
LW
881
Linscomb Wealth
Texas
$22.5M -$5.91M -19,484 -20%
FCIM
882
Fairview Capital Investment Management
California
$22.5M +$21.6M +71,120 +1,312%
AAM
883
Advisors Asset Management
Colorado
$22.5M +$180K +593 +0.8%
LPT
884
Legacy Private Trust
Wisconsin
$22.5M -$422K -1,389 -2%
NCM
885
Novare Capital Management
North Carolina
$22.4M -$1.06M -3,509 -4%
BBI
886
Baxter Bros Inc
Connecticut
$22.3M -$632K -2,081 -3%
BHWM
887
Bar Harbor Wealth Management
New Hampshire
$22.3M -$405K -1,333 -2%
AFG
888
Atomi Financial Group
New York
$22.3M -$1.22M -4,028 -5%
MYAM
889
Meiji Yasuda Asset Management
Japan
$22.3M -$752K -2,478 -3%
YIH
890
Y-Intercept (HK)
Hong Kong
$22.3M +$8.1M +26,686 +54%
BCM
891
BTC Capital Management
Iowa
$22.3M -$434K -1,431 -2%
PAM
892
Palisade Asset Management
Minnesota
$22.2M +$18.2K +60 +0.1%
SFI
893
Siemens Fonds Invest
Germany
$22.2M -$776K -2,556 -3%
DWM
894
Diversify Wealth Management
Utah
$22.1M +$11.7M +38,634 +117%
UAS
895
United Asset Strategies
New York
$22.1M +$89.5K +295 +0.4%
CWM
896
Circle Wealth Management
New Jersey
$22M +$652K +2,149 +3%
MGIA
897
Moneta Group Investment Advisors
Missouri
$22M +$142K +468 +0.6%
TPCW
898
TD Private Client Wealth
New York
$21.9M -$2.74M -9,015 -11%
FFBTD
899
First Financial Bank - Trust Division
Ohio
$21.9M +$157K +517 +0.7%
RC
900
RBO & Co
California
$21.8M -$410K -1,350 -2%

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.