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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
WP
1426
WealthShield Partners
North Carolina
$9.23M +$64.9K +214 +0.7%
BA
1427
Baugh & Associates
Georgia
$9.22M -$54.6K -180 -0.6%
HCM
1428
Hall Capital Management
Rhode Island
$9.21M -$20.9K -69 -0.2%
PTP
1429
Platform Technology Partners
New York
$9.2M +$664K +2,189 +8%
CPW
1430
Cove Private Wealth
New York
$9.19M +$356K +1,172 +4%
AOWM
1431
Alpha Omega Wealth Management
Virginia
$9.18M -$115K -378 -1%
TAM
1432
Trust Asset Management
Texas
$9.18M -$2.12K -7 -0%
CW
1433
CreativeOne Wealth
Kansas
$9.18M -$355K -1,170 -4%
A
1434
Argentarii
Ohio
$9.17M +$19.4K +64 +0.2%
HIM
1435
Hillsdale Investment Management
Ontario, Canada
$9.16M +$727K +2,397 +8%
CCA
1436
Cooper Capital Advisors
California
$9.15M -$92.6K -305 -1%
BSC
1437
Brown Shipley & Co
United Kingdom
$9.14M +$78.3K +258 +0.8%
NAM
1438
NTV Asset Management
West Virginia
$9.14M -$315K -1,038 -3%
NONA
1439
Ninety One North America
New York
$9.12M +$1.27M +4,197 +16%
HWA
1440
HCR Wealth Advisors
California
$9.11M -$29.7K -98 -0.3%
AAMA
1441
Advanced Asset Management Advisors
Ohio
$9.11M +$303 +1 +0%
ICP
1442
Ironvine Capital Partners
Nebraska
$9.11M
AC
1443
Addison Capital
Pennsylvania
$9.1M +$718K +2,365 +8%
CA
1444
CoreCap Advisors
Michigan
$9.1M +$321K +1,059 +4%
FMB
1445
Field & Main Bank
Kentucky
$9.1M -$60.4K -199 -0.6%
VI
1446
VectorGlobal IAG
Florida
$9.09M +$9.38M +30,900 New
GLR
1447
Great Lakes Retirement
Ohio
$9.09M +$140K +462 +2%
AWA
1448
Arete Wealth Advisors
Illinois
$9.08M -$99.5K -328 -1%
FFA
1449
Founders Financial Alliance
North Carolina
$9.08M +$2.73K +9 +0%
EW
1450
Evexia Wealth
Wisconsin
$9.07M +$319K +1,052 +4%

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.