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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
M2MC
1176
Matthew 25 Management Corp
Pennsylvania
$13.5M -$152K -500 -1%
CIC
1177
Cutler Investment Counsel
Oregon
$13.5M +$4.55K +15 +0%
PAG
1178
Private Advisory Group
Washington
$13.4M +$519K +1,711 +4%
PCG
1179
Prosperity Consulting Group
Maryland
$13.4M -$346K -1,140 -2%
BMWM
1180
Brown Miller Wealth Management
Virginia
$13.4M +$79.8K +263 +0.6%
HVIA
1181
Hudson Valley Investment Advisors
New York
$13.3M -$2.37M -7,799 -15%
MYA
1182
Meiji Yasuda America
New York
$13.3M -$189K -623 -1%
CBA
1183
Coastal Bridge Advisors
Connecticut
$13.3M -$403K -1,328 -3%
HCA
1184
Harbor Capital Advisors
Illinois
$13.3M -$3.6M -11,858 -21%
ACGA
1185
Atlanta Consulting Group Advisors
Georgia
$13.2M -$1.06M -3,485 -7%
IIM
1186
Ipswich Investment Management
Massachusetts
$13.2M -$68.9K -227 -0.5%
OFG
1187
Oxford Financial Group
Indiana
$13.2M +$1.28M +4,204 +10%
IIM
1188
Intact Investment Management
Quebec, Canada
$13.1M -$2.43M -8,000 -15%
BPC
1189
Bearing Point Capital
Minnesota
$13.1M -$1.13M -3,729 -8%
MIM
1190
Manitou Investment Management
Ontario, Canada
$13.1M -$20.5M -67,550 -60%
AA
1191
Apriem Advisors
California
$13.1M -$48.6K -160 -0.4%
ERWM
1192
Elk River Wealth Management
Colorado
$13.1M +$535K +1,764 +4%
JCM
1193
Jacobi Capital Management
Pennsylvania
$13.1M +$174K +573 +1%
SC
1194
Schulhoff & Co
Ohio
$13.1M -$118K -390 -0.9%
PAIM
1195
Punch & Associates Investment Management
Minnesota
$13.1M -$482K -1,587 -3%
BAM
1196
Belpointe Asset Management
Nevada
$13M +$930K +3,064 +7%
RFA
1197
Rollins Financial Advisors
New York
$13M -$79.8K -263 -0.6%
KCPG
1198
Kavar Capital Partners Group
Kansas
$13M -$81.3K -268 -0.6%
BA
1199
Bridgewater Advisors
New York
$13M +$168K +552 +1%
CHC
1200
City Holding Co
West Virginia
$13M -$178K -585 -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.