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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
SW
1351
Simplicity Wealth
New Jersey
$10.4M +$700K +2,307 +7%
FBFS
1352
First Business Financial Services
Wisconsin
$10.4M +$981K +3,233 +10%
IAS
1353
Insigneo Advisory Services
Florida
$10.4M +$112K +369 +1%
MPIM
1354
McGinn Penninger Investment Management
Virginia
$10.4M -$1.82M -5,997 -15%
AIM
1355
Access Investment Management
Georgia
$10.4M -$3.08M -10,142 -22%
WAM
1356
Werlinich Asset Management
Connecticut
$10.4M
ALC
1357
Alexander Labrunerie & Co
Missouri
$10.4M -$4.55K -15 -0%
P
1358
Paradiem
Louisiana
$10.3M
RCW
1359
Rheos Capital Works
Japan
$10.3M +$10.6M +35,000 New
AWA
1360
Aaron Wealth Advisors
Illinois
$10.3M -$1.6M -5,277 -13%
AAM
1361
Augustine Asset Management
Florida
$10.3M -$2.43K -8 -0%
VIM
1362
Vancity Investment Management
British Columbia, Canada
$10.2M +$10.5M +34,734 New
AF
1363
Advisornet Financial
Minnesota
$10.2M +$18.8K +62 +0.2%
AWM
1364
Avior Wealth Management
Nebraska
$10.2M +$446K +1,470 +4%
Koshinski Asset Management
1365
Koshinski Asset Management
Illinois
$10.2M -$605K -1,992 -5%
WAS
1366
Wealth Advisory Solutions
Indiana
$10.1M -$359K -1,182 -3%
RWM
1367
Rockline Wealth Management
New York
$10.1M -$242K -799 -2%
EA
1368
Everpar Advisors
Oklahoma
$10.1M +$136K +449 +1%
ACM
1369
AlphaStar Capital Management
North Carolina
$10.1M -$1.93M -6,371 -16%
HCM
1370
Hodges Capital Management
Texas
$10.1M -$24.3K -80 -0.2%
BFA
1371
Bill Few Associates
Pennsylvania
$10.1M +$223K +734 +2%
RCAG
1372
Rehmann Capital Advisory Group
Michigan
$10M +$243K +801 +2%
UF
1373
Univest Financial
Pennsylvania
$10M -$798K -2,628 -7%
PC
1374
Permanens Capital
New York
$10M +$2.01M +6,628 +24%
WBC
1375
West Branch Capital
Massachusetts
$10M

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.