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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
UWM
1401
Udine Wealth Management
Florida
$9.66M +$253K +834 +3%
EL
1402
Essex LLC
Illinois
$9.65M -$135K -444 -1%
EPIMS
1403
Evelyn Partners Investment Management Services
$9.63M +$2.8M +9,218 +39%
1M
1404
1248 Management
Missouri
$9.63M
LG
1405
Leuthold Group
Minnesota
$9.63M +$163K +537 +2%
AC
1406
Arjuna Capital
North Carolina
$9.62M +$282K +928 +3%
CAAS
1407
Capital Asset Advisory Services
Michigan
$9.62M -$689K -2,271 -7%
SIA
1408
Soltis Investment Advisors
Utah
$9.6M +$158K +521 +2%
CC
1409
Cadinha & Co
Hawaii
$9.58M -$5.78M -19,038 -37%
GIA
1410
Guyasuta Investment Advisors
Pennsylvania
$9.56M +$3.34K +11 +0%
NHT
1411
New Hampshire Trust
New Hampshire
$9.53M -$31.3K -103 -0.3%
BRM
1412
Boston Research & Management
Massachusetts
$9.52M -$210K -692 -2%
BBWA
1413
Bell & Brown Wealth Advisors
California
$9.52M -$137K -450 -1%
GM
1414
GeoWealth Management
Illinois
$9.51M -$178K -588 -2%
BB
1415
Berkshire Bank
Massachusetts
$9.47M -$354K -1,165 -3%
SIA
1416
SeaBridge Investment Advisors
New Jersey
$9.44M +$1.08M +3,559 +12%
SCM
1417
Summerhill Capital Management
Ontario, Canada
$9.41M +$373K +1,228 +4%
QI
1418
Qtron Investments
Massachusetts
$9.35M +$2.73K +9 +0%
FFN
1419
Focus Financial Network
Minnesota
$9.34M -$353K -1,163 -4%
MA
1420
McBroom & Associates
Nevada
$9.33M -$1.12M -3,683 -10%
AMI
1421
Amica Mutual Insurance
Rhode Island
$9.33M +$2.23M +7,363 +30%
BFC
1422
Bedel Financial Consulting
Indiana
$9.27M -$65.9K -217 -0.7%
CD
1423
Chapin Davis
Maryland
$9.24M +$312K +1,029 +3%
BGC
1424
Beutel, Goodman & Co
Ontario, Canada
$9.24M -$220K -725 -2%
LHC
1425
Little House Capital
Massachusetts
$9.24M +$781K +2,572 +9%

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.