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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
SB
1001
Simmons Bank
Arkansas
$18.5M +$231K +760 +1%
HCM
1002
Hollencrest Capital Management
California
$18.5M -$1.39M -4,584 -7%
CAM
1003
Close Asset Management
United Kingdom
$18.4M -$17K -56 -0.1%
CCM
1004
Carmel Capital Management
California
$18.3M -$38.8K -128 -0.2%
Parallax Volatility Advisers
1005
Parallax Volatility Advisers
California
$18.2M +$1.9M +6,253 +12%
KRS
1006
Kentucky Retirement Systems
Kentucky
$18.1M +$41.3M +135,992 +78%
RC
1007
Roundview Capital
New Jersey
$18.1M -$113K -371 -0.6%
CCM
1008
Copeland Capital Management
Pennsylvania
$18.1M +$106K +348 +0.6%
FTC
1009
Farmers Trust Company
Ohio
$18.1M -$1.69M -5,558 -8%
PIM
1010
Plato Investment Management
Australia
$18.1M +$334K +1,101 +2%
FA
1011
Fagan Associates
New York
$18M -$113K -373 -0.6%
MCM
1012
Mitchell Capital Management
Kansas
$18M +$240K +791 +1%
CPCM
1013
Cardinal Point Capital Management
Ontario, Canada
$17.9M +$222K +732 +1%
BONST
1014
Bank of Nova Scotia Trust
Ontario, Canada
$17.9M -$845K -2,783 -4%
EWA
1015
Exencial Wealth Advisors
Oklahoma
$17.9M +$8.93M +29,415 +94%
NP
1016
NorthRock Partners
Minnesota
$17.8M +$3.58M +11,791 +24%
KWA
1017
Kingswood Wealth Advisors
California
$17.7M -$283K -932 -2%
AMBIA
1018
Allen Mooney & Barnes Investment Advisors
Georgia
$17.7M +$224K +737 +1%
ZIG
1019
Zuckerman Investment Group
Illinois
$17.7M -$252K -832 -1%
SAI
1020
Savvy Advisors Inc
New York
$17.7M +$3.33M +10,989 +22%
WAM
1021
Winslow Asset Management
Ohio
$17.7M -$782K -2,578 -4%
SWP
1022
Strategic Wealth Partners
Ohio
$17.7M -$572K -1,884 -3%
BWM
1023
Buckley Wealth Management
Nevada
$17.7M +$677K +2,231 +4%
TCBWMS
1024
Texas Capital Bank Wealth Management Services
Texas
$17.6M -$581K -1,914 -3%
BG
1025
BDF Gestion
France
$17.6M

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.