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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
SA
1301
Strategic Advisors
New York
$11.3M -$206K -679 -2%
BFG
1302
Beacon Financial Group
Texas
$11.3M -$146K -482 -1%
FC
1303
Fusion Capital
South Carolina
$11.2M -$163K -537 -1%
CP
1304
Cumberland Partners
Ontario, Canada
$11.2M +$2.59M +8,531 +29%
VST
1305
Van Strum & Towne
California
$11.1M -$139K -458 -1%
TL
1306
Tradewinds LLC
North Carolina
$11.1M -$559K -1,841 -5%
HCM
1307
Harvey Capital Management
Florida
$11.1M -$44K -145 -0.4%
CCAM
1308
Codex Capital Asset Management
Texas
$11M
JSW
1309
Journey Strategic Wealth
New Jersey
$11M +$665K +2,190 +6%
FSG
1310
Financial Strategies Group
Michigan
$11M +$567K +1,869 +6%
AWCI
1311
Alpine Woods Capital Investors
New York
$11M -$3.34M -10,999 -23%
CWM
1312
Chemistry Wealth Management
New York
$11M -$46.4K -153 -0.4%
CRI
1313
Commonwealth Retirement Investments
Virginia
$10.9M +$212K +699 +2%
ACM
1314
Alpha Capital Management
Texas
$10.9M -$164K -541 -1%
PTC
1315
Private Trust Company
Ohio
$10.9M +$88.3K +291 +0.8%
FAM
1316
Fulcrum Asset Management
United Kingdom
$10.9M +$474K +1,562 +4%
BWAM
1317
Boyd Watterson Asset Management
Ohio
$10.9M -$75.3K -248 -0.7%
CWM
1318
Compass Wealth Management
Connecticut
$10.9M -$778K -2,563 -6%
IAIM
1319
International Assets Investment Management
Florida
$10.9M +$383M +1,261,880 New
SG
1320
StoneX Group
New York
$10.8M -$4.51M -14,855 -29%
CCM
1321
Cinctive Capital Management
New York
$10.8M +$11.2M +36,810 New
SAI
1322
Systematic Alpha Investments
New Jersey
$10.8M
PA
1323
PFG Advisors
Arizona
$10.8M +$236K +777 +2%
CIC
1324
Concord Investment Counsel
California
$10.8M -$83.5K -275 -0.7%
VA
1325
Valmark Advisers
Ohio
$10.8M -$1.36M -4,494 -11%

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.