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JPMorgan Chase

5,059 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: 5,1255,059 (-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: 938794 (-144)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,059
Holders Change
-66
Holders Change %
-1.29%
% of All Funds
62.14%
Holding in Top 10
794
Holding in Top 10 Change
-144
Holding in Top 10 Change %
-15.35%
% of All Funds
9.75%
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
JIP
1126
Jaffetilchin Investment Partners
Florida
$14.6M +$1.02M +3,373 +7%
FHA
1127
Flagship Harbor Advisors
Massachusetts
$14.6M +$305K +1,005 +2%
CAL
1128
Capital Analysts LLC
Pennsylvania
$14.6M -$142K -467 -0.9%
CBTWT
1129
Community Bank & Trust (Waco, Texas)
Texas
$14.6M +$29.4K +97 +0.2%
DSC
1130
Duncker Streett & Co
Missouri
$14.5M -$83.2K -274 -0.6%
WFMPM
1131
Woodley Farra Manion Portfolio Management
Indiana
$14.5M -$245K -808 -2%
SIC
1132
Sigma Investment Counselors
Michigan
$14.5M -$825K -2,717 -5%
CF
1133
Centaurus Financial
California
$14.5M +$286K +943 +2%
PP
1134
PDS Planning
Ohio
$14.5M -$48.6K -160 -0.3%
WPI
1135
Walter Public Investments
Canada
$14.5M -$1.07M -3,540 -7%
CWS
1136
Confluence Wealth Services
Pennsylvania
$14.4M +$836K +2,754 +6%
SWASL
1137
Spartan Wealth Advisory Services LLC
Michigan
$14.4M +$14.8M +48,805 New
ISS
1138
Intesa Sanpaolo SpA.
Italy
$14.3M +$2.1M +6,910 +17%
SFO
1139
Stokes Family Office
Louisiana
$14.3M -$1.74M -5,747 -11%
NGA
1140
Naples Global Advisors
Florida
$14.3M -$6M -19,761 -29%
PFA
1141
Pure Financial Advisors
California
$14.2M +$40.7K +134 +0.3%
BIM
1142
Baldwin Investment Management
Pennsylvania
$14.2M +$18.2K +60 +0.1%
BAM
1143
Brave Asset Management
New Jersey
$14.2M +$110K +361 +0.8%
PI
1144
Pettee Investors
Connecticut
$14.1M +$524K +1,728 +4%
FB
1145
Fulton Bank
Pennsylvania
$14.1M +$451K +1,486 +3%
LWCFA
1146
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.1M -$8.15M -26,870 -37%
ACG
1147
Allen Capital Group
Nebraska
$14.1M +$536K +1,767 +4%
FNA
1148
First National Advisers
Nebraska
$14M -$1.74M -5,722 -11%
GSEP
1149
Golden State Equity Partners
California
$14M +$4.77M +15,719 +49%
ACM
1150
Adalta Capital Management
New York
$14M -$21.2K -70 -0.1%

JPM Hedge Fund Activity: Q1 2026 in Review

5,059 of the 8,141 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.

  • 5,059 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,125 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.