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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
PAM
1376
Pegasus Asset Management
New York
$10M +$103K +339 +1%
CICC
1377
Capital Investment Counsel (Colorado)
Colorado
$10M +$20K +66 +0.2%
EM
1378
Excalibur Management
Massachusetts
$9.99M -$48.3K -159 -0.5%
CT
1379
Chicago Trust
Illinois
$9.98M -$395K -1,301 -4%
LFA
1380
Legacy Financial Advisors
Kentucky
$9.97M +$100K +331 +1%
Jacobs Levy Equity Management
1381
Jacobs Levy Equity Management
New Jersey
$9.92M -$8.37M -27,589 -45%
CWA
1382
Clarity Wealth Advisors
California
$9.9M +$46.1K +152 +0.5%
OWP
1383
Obermeyer Wealth Partners
Colorado
$9.88M -$39.8K -131 -0.4%
AAS
1384
Ameritas Advisory Services
Nebraska
$9.87M -$263K -867 -3%
NF
1385
Nikulski Financial
Iowa
$9.84M -$67.4K -222 -0.7%
IA
1386
Integrity Alliance
Iowa
$9.83M +$130K +428 +1%
AG
1387
Advocate Group
Minnesota
$9.81M -$404K -1,332 -4%
AC
1388
Avestar Capital
New York
$9.8M +$1.32M +4,352 +15%
OAM
1389
Occidental Asset Management
California
$9.79M +$121K +398 +1%
GCA
1390
Greenwood Capital Associates
South Carolina
$9.77M -$1.51M -4,991 -13%
PTC
1391
Philadelphia Trust Company
Pennsylvania
$9.77M -$7.59K -25 -0.1%
ITIM
1392
Indiana Trust & Investment Management
Indiana
$9.73M +$401K +1,322 +4%
CAM
1393
Columbia Asset Management
Michigan
$9.73M -$176K -579 -2%
RA
1394
RFG Advisory
Alabama
$9.73M +$2.12K +7 +0%
KFBMI
1395
Kentucky Farm Bureau Mutual Insurance
Kentucky
$9.71M
AF
1396
Ally Financial
Michigan
$9.71M +$10M +33,000 New
AT
1397
American Trust
Kentucky
$9.68M -$1.33M -4,372 -12%
ST
1398
Somerset Trust
Pennsylvania
$9.68M -$190K -625 -2%
EGM
1399
Engineers Gate Manager
New York
$9.67M +$8.51M +28,032 +577%
FCMT
1400
Founders Capital Management (Texas)
Texas
$9.66M -$195K -644 -2%

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.