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JPMorgan Chase

5,058 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: 5,1245,058 (-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
5,058
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
TW
951
Trajan Wealth
Arizona
$20M +$1.71M +5,634 +9%
IA
952
IFP Advisors
Florida
$20M +$3.03M +9,997 +17%
SFS
953
Sowell Financial Services
Arkansas
$20M -$320K -1,054 -2%
CP
954
CenterBook Partners
Connecticut
$19.9M +$20.5M +67,610 New
HT
955
Heritage Trust
Oklahoma
$19.9M -$160K -526 -0.8%
PNAA
956
Pictet North America Advisors
Switzerland
$19.9M -$847K -2,791 -4%
AF
957
Alerus Financial
North Dakota
$19.8M -$38.8K -128 -0.2%
DCM
958
Dupont Capital Management
Delaware
$19.7M -$1.57M -5,178 -7%
BOC
959
Barbara Oil Co
Illinois
$19.7M
FDP
960
Financiere des Professionnels
Quebec, Canada
$19.7M +$14.5M +47,698 +249%
CT
961
Caldwell Trust
Florida
$19.6M +$182K +600 +0.9%
JSSH
962
J. Safra Sarasin Holding
$19.5M -$15.2M -50,233 -43%
TF
963
Tompkins Financial
New York
$19.5M -$481K -1,584 -2%
CFA
964
Capstone Financial Advisors
Illinois
$19.4M +$3.25M +10,707 +19%
PFGIA
965
Patriot Financial Group Insurance Agency
Massachusetts
$19.4M +$11.3M +37,144 +130%
SHGA
966
Sand Hill Global Advisors
California
$19.3M -$3.57M -11,763 -15%
GI
967
GLOBALT Investments
Georgia
$19.3M -$713K -2,349 -3%
FMWA
968
Forvis Mazars Wealth Advisors
Missouri
$19.3M -$252K -832 -1%
TCM
969
Telos Capital Management
California
$19.3M +$267K +879 +1%
ISB
970
Iowa State Bank
Iowa
$19.3M +$540K +1,779 +3%
MIC
971
Means Investment Company
Maine
$19.2M +$583K +1,922 +3%
FNB
972
Farmers National Bank
Kentucky
$19.1M +$550K +1,813 +3%
GIP
973
Granite Investment Partners
California
$19.1M +$157K +518 +0.8%
LTI
974
Laffer Tengler Investments
Tennessee
$19M +$765K +2,522 +4%
SVWAG
975
Sound View Wealth Advisors Group
Georgia
$19M -$185K -608 -0.9%

JPM Hedge Fund Activity: Q1 2026 in Review

5,058 of the 8,139 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.

  • 5,058 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,124 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.