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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
FCT
1201
Family Capital Trust
Massachusetts
$13M -$1.09M -3,606 -8%
VFM
1202
Viking Fund Management
North Dakota
$12.9M +$2.43M +8,000 +22%
MAM
1203
Mystic Asset Management
Rhode Island
$12.9M -$104K -344 -0.8%
Optiver Holding
1204
Optiver Holding
Netherlands
$12.9M -$62.6M -206,229 -82%
PMWMG
1205
Parr McKnight Wealth Management Group
Minnesota
$12.9M -$166K -547 -1%
PT
1206
Plimoth Trust
Massachusetts
$12.9M +$236K +777 +2%
HWAM
1207
Hennion & Walsh Asset Management
New Jersey
$12.9M +$674K +2,221 +5%
FWP
1208
FAS Wealth Partners
Kansas
$12.8M +$544K +1,794 +4%
TCA
1209
Transcend Capital Advisors
New Jersey
$12.8M -$687K -2,263 -5%
IPW
1210
Inlet Private Wealth
Florida
$12.8M -$1.61M -5,300 -11%
UAM
1211
Unison Asset Management
Florida
$12.8M +$283K +933 +2%
IB
1212
Intrust Bank
Kansas
$12.8M -$122K -403 -0.9%
SCM
1213
Shelton Capital Management
Colorado
$12.7M -$150K -493 -1%
TWA
1214
Tulsa Wealth Advisors
Oklahoma
$12.7M -$4.29M -14,147 -25%
PAMG
1215
Patton Albertson Miller Group
Tennessee
$12.6M -$93.5K -308 -0.7%
AG
1216
AlTi Global
New York
$12.6M +$1.76M +5,787 +16%
NEAM
1217
New England Asset Management
Connecticut
$12.6M -$47.6K -157 -0.4%
SFG
1218
SevenBridge Financial Group
Pennsylvania
$12.6M -$491K -1,619 -4%
NCM
1219
Nelson Capital Management
California
$12.5M -$287K -946 -2%
NLGIA
1220
Nippon Life Global Investors Americas
New York
$12.5M -$225K -740 -2%
WCA
1221
Westover Capital Advisors
Delaware
$12.4M -$252K -831 -2%
TIM
1222
Thompson Investment Management
Wisconsin
$12.4M +$37.9K +125 +0.3%
TAM
1223
Townsend Asset Management
North Carolina
$12.4M +$97.7K +322 +0.8%
NA
1224
Nordwand Advisors
Pennsylvania
$12.4M +$65.2K +215 +0.5%
GCC
1225
Guardian Capital (Canada)
Ontario, Canada
$12.4M +$7.64M +25,186 +148%

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.