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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
SIC
1026
SFE Investment Counsel
California
$17.5M -$371K -1,221 -2%
BT
1027
Banque Transatlantique
France
$17.5M -$7.2M -23,708 -28%
LIP
1028
Lighthouse Investment Partners
Florida
$17.5M +$4.36M +14,376 +32%
SBF
1029
Sara-Bay Financial
Florida
$17.5M -$632K -2,083 -3%
KCG
1030
Kinsale Capital Group
Virginia
$17.4M +$740K +2,438 +4%
PA
1031
Procyon Advisors
Connecticut
$17.4M -$311K -1,026 -2%
FBB
1032
Fulton Breakefield Broenniman
Maryland
$17.3M +$66.8K +220 +0.4%
CCMINC
1033
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17.3M -$117K -385 -0.7%
AAM
1034
AR Asset Management
California
$17.3M -$320K -1,053 -2%
JIC
1035
Joel Isaacson & Co
New York
$17.2M +$180K +592 +1%
CNB
1036
Camden National Bank
Maine
$17.1M -$324K -1,067 -2%
WIC
1037
WealthBridge Investment Counsel
Alberta, Canada
$17.1M -$147K -485 -0.8%
FRA
1038
Frank Rimerman Advisors
California
$17.1M -$44.9K -148 -0.3%
VIP
1039
Vantage Investment Partners
Missouri
$17.1M -$33.1K -109 -0.2%
TCM
1040
Traynor Capital Management
Pennsylvania
$17M +$198K +654 +1%
LCM
1041
LVM Capital Management
Michigan
$17M +$588K +1,937 +3%
OPW
1042
Osprey Private Wealth
New York
$17M +$714K +2,353 +4%
NLP
1043
Next Level Private
New York
$17M +$76.5K +252 +0.4%
EIA
1044
Emerald Investment Advisers
Pennsylvania
$16.9M +$17.5M +57,598 New
SCM
1045
Schnieders Capital Management
California
$16.9M -$690K -2,275 -4%
LWANC
1046
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.8M +$9.71K +32 +0.1%
SA
1047
SRH Advisors
Kansas
$16.8M
GAB
1048
German American Bancorp
Indiana
$16.8M -$152K -501 -0.9%
MCP
1049
Mirador Capital Partners
California
$16.8M -$148K -488 -0.8%
PF
1050
Phoenix Financial
Israel
$16.8M -$5.94M -19,558 -26%

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.