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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
ETC
926
Exchange Traded Concepts
Oklahoma
$21M +$3.34M +10,996 +18%
JAG
927
Journey Advisory Group
Kentucky
$21M -$671K -2,212 -3%
SFO
928
Stenger Family Office
Illinois
$21M +$2.39M +7,889 +12%
TCM
929
Tufton Capital Management
Maryland
$20.9M -$567K -1,867 -3%
PI
930
PFG Investments
New York
$20.9M +$835K +2,752 +4%
RCYC
931
Richard C. Young & Co
Rhode Island
$20.8M +$127K +419 +0.6%
SWIG
932
Strategic Wealth Investment Group
Kentucky
$20.8M +$167K +550 +0.8%
CIM
933
Courant Investment Management
Tennessee
$20.8M -$3.95M -13,000 -16%
GG
934
Greenwood Gearhart
Arkansas
$20.8M +$980K +3,228 +5%
SW
935
SteelPeak Wealth
California
$20.8M +$6.19M +20,412 +41%
JIR
936
James Investment Research
Ohio
$20.7M -$1.46M -4,803 -6%
DWA
937
Douglass Winthrop Advisors
New York
$20.7M +$34K +112 +0.2%
OCM
938
One Capital Management
California
$20.7M +$1.07M +3,524 +5%
CDDEC
939
Caisse Des Depots Et Consignations
France
$20.6M
WAP
940
Wealthcare Advisory Partners
Pennsylvania
$20.5M -$58K -191 -0.3%
AIA
941
Allied Investment Advisors
Montana
$20.4M +$32.2K +106 +0.2%
SAM
942
Strategy Asset Managers
California
$20.4M -$352K -1,160 -2%
ELC
943
Edgar Lomax Company
Virginia
$20.4M -$1.75M -5,758 -8%
RWA
944
River Wealth Advisors
Pennsylvania
$20.3M +$40.1K +132 +0.2%
CB
945
Community Bank
New York
$20.3M -$110K -364 -0.5%
WC
946
Woodstock Corp
Massachusetts
$20.3M -$2.73K -9 -0%
AFCM
947
Applied Finance Capital Management
Puerto Rico
$20.1M -$1.51M -4,986 -7%
MK
948
MASTERINVEST Kapitalanlage
$20.1M -$1.09M -3,586 -5%
GIM
949
Goelzer Investment Management
Indiana
$20.1M +$663K +2,186 +3%
GGS
950
Galvin Gaustad & Stein
Arizona
$20.1M -$10.5M -34,491 -34%

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.