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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
MBTD
1276
Mechanics Bank - Trust Department
California
$11.6M +$498K +1,640 +4%
FP
1277
FFG Partners
Florida
$11.6M -$5.86M -19,305 -33%
EW
1278
Evoke Wealth
California
$11.6M +$219K +720 +2%
BHCM
1279
Brevan Howard Capital Management
Jersey
$11.6M -$21.8M -71,920 -65%
PGF
1280
Plan Group Financial
Oklahoma
$11.6M +$99.5K +328 +0.8%
GAG
1281
GM Advisory Group
New York
$11.6M +$1.54M +5,062 +15%
HCM
1282
Howland Capital Management
Massachusetts
$11.6M +$857K +2,825 +8%
CIC
1283
Chilton Investment Company
Connecticut
$11.5M -$856K -2,820 -7%
EFMC
1284
Empire Financial Management Company
New York
$11.5M -$112K -370 -0.9%
BCPWM
1285
Bradley & Co Private Wealth Management
Florida
$11.5M +$476K +1,569 +4%
AA
1286
Altrafin AG
$11.5M -$2.46M -8,094 -17%
LOWM
1287
Laurel Oak Wealth Management
New Jersey
$11.5M +$1.02M +3,345 +9%
SP
1288
Stablepoint Partners
Massachusetts
$11.5M +$165K +545 +1%
BPWM
1289
BCS Private Wealth Management
New Jersey
$11.5M +$803K +2,647 +7%
RWB
1290
RMR Wealth Builders
New Jersey
$11.5M +$429K +1,414 +4%
CIM
1291
Contravisory Investment Management
Massachusetts
$11.5M -$79.2K -261 -0.7%
BSB
1292
Bangor Savings Bank
Maine
$11.4M -$73.7K -243 -0.6%
TIP
1293
Torray Investment Partners
Maryland
$11.4M
WKWM
1294
Walter & Keenan Wealth Management
Indiana
$11.4M -$48.3K -159 -0.4%
LSWM
1295
Lorne Steinberg Wealth Management
Canada
$11.4M +$131K +432 +1%
SIG
1296
Sargent Investment Group
Maryland
$11.4M +$598K +1,972 +5%
AWM
1297
Accurate Wealth Management
Florida
$11.4M +$29.7K +98 +0.3%
CI
1298
CX Institutional
Indiana
$11.4M -$271K -893 -2%
XWM
1299
Xcel Wealth Management
Florida
$11.3M -$1.28M -4,216 -10%
BP
1300
Broadleaf Partners
Ohio
$11.3M -$395K -1,303 -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.