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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
62.14%
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
SWP
901
Sagespring Wealth Partners
Tennessee
$21.8M -$737K -2,428 -3%
SWM
902
Stockman Wealth Management
Montana
$21.8M +$847K +2,791 +4%
PAI
903
Pittenger & Anderson Inc
Nebraska
$21.7M +$1.03M +3,378 +5%
LNB
904
Ledyard National Bank
$21.7M -$960K -3,163 -4%
CWM
905
Cabot Wealth Management
Massachusetts
$21.6M -$206K -678 -0.9%
SWM
906
Spire Wealth Management
Virginia
$21.5M -$404K -1,330 -2%
SAM
907
Securian Asset Management
Minnesota
$21.5M -$267K -880 -1%
WF
908
WoodTrust Financial
Wisconsin
$21.5M -$1.65M -5,431 -7%
GWM
909
Geneos Wealth Management
Colorado
$21.5M +$525K +1,730 +2%
JC
910
JB Capital
Connecticut
$21.5M -$1.35M -4,459 -6%
CK
911
Cohen Klingenstein
New York
$21.4M
IEFM
912
IQ EQ Fund Management
Ireland
$21.4M +$184K +605 +0.8%
FCP
913
Fidelis Capital Partners
Florida
$21.3M +$752K +2,477 +4%
FFP
914
FourThought Financial Partners
Florida
$21.3M +$72.2K +238 +0.3%
GIA
915
Gladstone Institutional Advisory
Florida
$21.3M -$2.17M -7,142 -9%
IWM
916
IHT Wealth Management
Illinois
$21.3M +$1.56M +5,133 +8%
TCWA
917
Turtle Creek Wealth Advisors
Texas
$21.3M +$1.71M +5,641 +8%
WSCM
918
Wellington Shields Capital Management
New York
$21.3M +$80.4K +265 +0.4%
CIS
919
Connors Investor Services
Pennsylvania
$21.2M +$81K +267 +0.4%
CCG
920
Cypress Capital Group
Florida
$21.2M -$345K -1,137 -2%
CIA
921
CCM Investment Advisers
South Carolina
$21.1M -$1.28M -4,209 -6%
ECM
922
Everence Capital Management
Indiana
$21.1M
KRSITF
923
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$21.1M -$448K -1,475 -2%
MC
924
Middleton & Co
Massachusetts
$21.1M -$297K -977 -1%
DCA
925
DSG Capital Advisors
Minnesota
$21M -$9.71K -32 -0%

JPM Hedge Fund Activity: Q1 2026 in Review

5,057 of the 8,138 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.