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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
FFG
1326
Frisch Financial Group
New York
$10.8M -$466K -1,537 -4%
HAG
1327
HighPoint Advisor Group
Illinois
$10.7M -$57.7M -190,172 -84%
GFP
1328
Gryphon Financial Partners
Ohio
$10.7M +$561K +1,847 +5%
OSNBOA
1329
Old Second National Bank of Aurora
Illinois
$10.7M -$452K -1,488 -4%
CWM
1330
Cordatus Wealth Management
Pennsylvania
$10.7M -$19.1K -63 -0.2%
HCM
1331
Hilton Capital Management
New York
$10.7M -$521K -1,717 -5%
DIP
1332
DT Investment Partners
Pennsylvania
$10.7M -$410K -1,351 -4%
SFGP
1333
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.7M +$900K +2,964 +9%
BWL
1334
Bogart Wealth LLC
Virginia
$10.7M +$324K +1,068 +3%
TE
1335
Tema ETFs
New York
$10.6M -$96.8K -319 -0.9%
IWA
1336
Icon Wealth Advisors
Texas
$10.6M -$1.81M -5,978 -15%
HW
1337
HORAN Wealth
Ohio
$10.6M -$13.7K -45 -0.1%
CL
1338
CVFG LLC
Indiana
$10.6M +$10.3M +33,967 +1,677%
RCA
1339
Resonant Capital Advisors
Wisconsin
$10.6M +$280K +924 +3%
SCP
1340
Stamos Capital Partners
California
$10.6M +$2.58M +8,513 +31%
TNBTD
1341
Trustmark National Bank Trust Department
Mississippi
$10.6M -$314K -1,036 -3%
NRC
1342
New Republic Capital
North Carolina
$10.5M +$1.02M +3,365 +10%
HH
1343
Hilltop Holdings
Texas
$10.5M -$9.98M -32,870 -48%
DLCIG
1344
D.L. Carlson Investment Group
New Hampshire
$10.5M -$115K -379 -1%
CWP
1345
CFM Wealth Partners
Texas
$10.5M +$62.8K +207 +0.6%
AWM
1346
Angeles Wealth Management
California
$10.5M +$540K +1,778 +5%
CAC
1347
Core Alternative Capital
Georgia
$10.5M -$3.16M -10,427 -23%
JFGIW
1348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.5M -$317K -1,045 -3%
LF
1349
Longbow Finance
Switzerland
$10.5M -$3.46M -11,416 -24%
BFC
1350
Blue Fin Capital
Rhode Island
$10.4M -$34.9K -115 -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.