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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
SAM
1051
Smartleaf Asset Management
Massachusetts
$16.8M +$962K +3,169 +6%
ET
1052
Equitable Trust
Tennessee
$16.6M -$335K -1,103 -2%
SWM
1053
Segment Wealth Management
Texas
$16.6M +$11.2M +36,766 +186%
Impax Asset Management Group
1054
Impax Asset Management Group
United Kingdom
$16.6M -$27.4M -90,143 -61%
BPC
1055
Banque Pictet & Cie
Switzerland
$16.6M -$318K -1,047 -2%
HFS
1056
Haverford Financial Services
Pennsylvania
$16.6M -$63.4K -209 -0.4%
JPWM
1057
Jamison Private Wealth Management
Georgia
$16.6M +$157K +516 +0.9%
PA
1058
Perennial Advisors
New York
$16.5M -$121K -399 -0.7%
ANBT
1059
American National Bank & Trust
Texas
$16.5M -$15.5K -51 -0.1%
BWS
1060
Buck Wealth Strategies
Colorado
$16.4M +$418K +1,377 +3%
HIA
1061
Harbor Investment Advisory
Maryland
$16.4M -$4.07M -13,416 -19%
III
1062
Independent Investors Inc
New York
$16.4M -$303K -1,000 -2%
SIM
1063
Stratos Investment Management
Ohio
$16.4M +$431K +1,419 +3%
PFA
1064
Perryman Financial Advisory
Texas
$16.4M -$445K -1,467 -3%
CTA
1065
Clear Trail Advisors
Texas
$16.4M +$291K +959 +2%
CI
1066
Capital International
California
$16.4M -$5.9M -19,444 -26%
SDIC
1067
South Dakota Investment Council
South Dakota
$16.3M -$72.2K -238 -0.4%
BEAM
1068
Baker Ellis Asset Management
Washington
$16.3M -$13.7K -45 -0.1%
RCM
1069
Radnor Capital Management
Pennsylvania
$16.3M +$21.9K +72 +0.1%
ABTD
1070
Arvest Bank Trust Division
Oklahoma
$16.2M -$1.32M -4,344 -7%
SWA
1071
Stratos Wealth Advisors
Ohio
$16.2M +$628K +2,068 +4%
NM
1072
NWI Management
New York
$16.2M
SC
1073
Stolper & Co
Oklahoma
$16.2M -$181K -598 -1%
VI
1074
Vestcor Inc
New Brunswick, Canada
$16.1M -$1.67M -5,500 -9%
MFG
1075
Magnus Financial Group
New York
$16.1M -$794K -2,617 -5%

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.