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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
CBOR
1076
Community Bank of Raymore
Missouri
$16.1M +$66.8K +220 +0.4%
SPC
1077
Sigma Planning Corp
Michigan
$16M -$780K -2,571 -5%
MCM
1078
Mengis Capital Management
Oregon
$16M -$14.6K -48 -0.1%
VWA
1079
Visionary Wealth Advisors
Illinois
$16M -$281K -926 -2%
NFG
1080
Nations Financial Group
Iowa
$15.9M -$2.9M -9,553 -15%
BC
1081
Burney Company
Virginia
$15.9M -$8.11M -26,717 -33%
HBT
1082
Hills Bank & Trust
Iowa
$15.8M -$605K -1,992 -4%
CT
1083
Colonial Trust
South Carolina
$15.8M +$17.3K +57 +0.1%
IPW
1084
Invictus Private Wealth
Colorado
$15.7M -$912K -3,006 -5%
HH
1085
HWG Holdings
Texas
$15.7M -$185K -608 -1%
VAS
1086
Valicenti Advisory Services
New York
$15.7M -$55.2K -182 -0.3%
VA
1087
VestGen Advisors
Illinois
$15.7M +$3.48M +11,475 +29%
CF
1088
Clarity Financial
Texas
$15.6M -$13.9M -45,860 -46%
WPC
1089
Wedmont Private Capital
Pennsylvania
$15.6M +$842K +2,776 +6%
WPP
1090
Whalerock Point Partners
Rhode Island
$15.5M -$24.3K -80 -0.2%
ECM
1091
EagleClaw Capital Management
Massachusetts
$15.5M -$34.3K -113 -0.2%
LA
1092
Lynch & Associates
Indiana
$15.4M -$55.2K -182 -0.3%
EFG
1093
Embree Financial Group
Illinois
$15.4M +$977K +3,218 +7%
YIA
1094
YHB Investment Advisors
Connecticut
$15.4M +$349K +1,151 +2%
GC
1095
Giverny Capital
Quebec, Canada
$15.4M +$140K +460 +0.9%
AAS
1096
Annex Advisory Services
Wisconsin
$15.4M +$1.25M +4,106 +9%
BCM
1097
BlueCrest Capital Management
Jersey
$15.4M -$8.17M -26,936 -34%
MWA
1098
Meridian Wealth Advisors
Texas
$15.3M -$930K -3,063 -6%
SAM
1099
Smithbridge Asset Management
Pennsylvania
$15.3M -$11M -36,242 -41%
MC
1100
Miramar Capital
Illinois
$15.3M +$197K +650 +1%

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.