We are live on ! Find out more
JPM icon

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
CA
976
Cullinan Associates
Kentucky
$19M -$1.51M -4,983 -7%
PGAM
977
Princeton Global Asset Management
New Jersey
$19M -$34.9K -115 -0.2%
HI
978
Harbour Investments
Wisconsin
$18.9M +$6.39M +21,043 +49%
GAM
979
Griffin Asset Management
New York
$18.9M -$439K -1,445 -2%
1SB
980
1ST Source Bank
Indiana
$18.9M -$154K -506 -0.8%
JAM
981
JCIC Asset Management
Ontario, Canada
$18.9M +$216K +713 +1%
LWIC
982
Leith Wheeler Investment Counsel
British Columbia, Canada
$18.8M +$50.4K +166 +0.3%
MB
983
MidFirst Bank
Oklahoma
$18.8M -$541K -1,784 -3%
EFS
984
Essex Financial Services
Connecticut
$18.8M -$170K -561 -0.9%
ST
985
Spinnaker Trust
Maine
$18.8M -$230K -759 -1%
PWW
986
Pettyjohn Wood & White
Virginia
$18.8M -$47K -155 -0.2%
ERIC
987
Eagle Rock Investment Company
Georgia
$18.8M +$631K +2,079 +3%
IA
988
Intellus Advisors
Florida
$18.7M -$123K -404 -0.6%
WWM
989
Western Wealth Management
Colorado
$18.7M +$6.36M +20,961 +49%
WANY
990
Wealthspire Advisors (New York)
New York
$18.7M -$9.84M -32,408 -34%
GL
991
Gemsstock Ltd
United Kingdom
$18.6M +$2.73M +9,000 +17%
NAAA
992
New Age Alpha Advisors
New York
$18.6M -$14K -46 -0.1%
VHAM
993
Van Hulzen Asset Management
California
$18.6M +$2.06M +6,788 +12%
AIM
994
Artemis Investment Management
United Kingdom
$18.6M -$39.8M -131,268 -67%
CF
995
Covea Finance
France
$18.6M -$4.02M -13,235 -17%
MWM
996
Mission Wealth Management
California
$18.6M -$1.25M -4,111 -6%
MIA
997
MainStreet Investment Advisors
Illinois
$18.6M -$457K -1,505 -2%
KFGK
998
Keystone Financial Group (Kentucky)
Kentucky
$18.6M +$476K +1,570 +3%
BWP
999
Burling Wealth Partners
Illinois
$18.6M -$481K -1,585 -2%
CWG
1000
Cornerstone Wealth Group
North Carolina
$18.5M -$859K -2,830 -5%

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.