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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
WETS
1226
Wealth Enhancement Trust Services
South Dakota
$12.4M +$245K +808 +2%
PL
1227
Parthenon LLC
Kentucky
$12.3M -$158K -522 -1%
IFG
1228
Independent Financial Group
California
$12.3M -$2.01M -6,637 -14%
AG
1229
Algert Global
California
$12.3M +$4.26M +14,041 +50%
GWMIA
1230
Global Wealth Management Investment Advisory
Florida
$12.3M +$447K +1,474 +4%
CCM
1231
Coerente Capital Management
Ontario, Canada
$12.3M -$153K -505 -1%
GIC
1232
Generali Investments CEE
Czech Republic
$12.3M -$463K -1,525 -4%
PCA
1233
Providence Capital Advisors
North Carolina
$12.3M +$71.3K +235 +0.6%
MP
1234
McDonald Partners
Ohio
$12.2M +$3.72M +12,249 +42%
ITC
1235
Inspire Trust Company
Nevada
$12.2M +$2.61M +8,608 +26%
BTI
1236
Blue Trust Inc
Georgia
$12.2M -$1.51M -4,963 -11%
PPW
1237
Parcion Private Wealth
Washington
$12.2M -$172K -568 -1%
FMI
1238
F/M Investments
District of Columbia
$12.2M -$19M -62,613 -60%
LIM
1239
Lathrop Investment Management
Arkansas
$12.1M +$340K +1,121 +3%
SPG
1240
Strategic Planning Group
Utah
$12.1M +$17K +56 +0.1%
NP
1241
Nilsine Partners
Colorado
$12.1M +$1.29M +4,256 +12%
FNBOMD
1242
First National Bank of Mount Dora
Florida
$12.1M +$1.97M +6,492 +19%
NCM
1243
Northside Capital Management
Oregon
$12.1M -$3.27M -10,768 -21%
TWM
1244
Trueblood Wealth Management
Ohio
$12.1M -$274K -903 -2%
RAM
1245
Redmond Asset Management
Virginia
$12.1M +$512K +1,688 +4%
FMTC
1246
Farmers & Merchants Trust Company
California
$12.1M +$291K +959 +2%
FNT
1247
First Nebraska Trust
Nebraska
$12.1M -$35.8K -118 -0.3%
FFM
1248
Forum Financial Management
Illinois
$12.1M -$13.3M -43,977 -52%
RC
1249
RBF Capital
California
$12.1M
BA
1250
Ballast Advisors
Minnesota
$12.1M +$38.5K +127 +0.3%

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.