We are live on ! Find out more
JPM icon

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
LRPA
1451
L. Roy Papp & Associates
Arizona
$9.06M +$1.34M +4,400 +17%
CWP
1452
Concord Wealth Partners
Virginia
$9.05M +$225K +742 +2%
AFM
1453
Abbot Financial Management
Massachusetts
$9.05M -$40.7K -134 -0.4%
PWM
1454
Palumbo Wealth Management
New York
$9.04M +$5.47M +18,014 +142%
MMPW
1455
Mitchell McLeod Pugh & Williams
Alabama
$9.04M -$154K -506 -2%
SL
1456
Sentinus LLC
Illinois
$9.03M +$4.97M +16,377 +114%
CCT
1457
Chemung Canal Trust
New York
$9.03M -$157K -516 -2%
HLCM
1458
Hi-Line Capital Management
South Dakota
$9.01M -$17.3K -57 -0.2%
RFMS
1459
RWQ Financial Management Services
Florida
$9.01M -$7.51M -24,757 -45%
GFG
1460
Greystone Financial Group
Michigan
$9M -$7.29M -24,024 -44%
JSL
1461
JT Stratford LLC
Georgia
$8.99M +$88.3K +291 +1%
ACM
1462
Aquatic Capital Management
Illinois
$8.99M +$9.27M +30,561 New
BBA
1463
Baader Bank Aktiengesellschaft
Germany
$8.98M -$3.19M -10,519 -26%
MLIC
1464
Mandatum Life Insurance Company
Finland
$8.97M
LSPW
1465
Lake Street Private Wealth
Illinois
$8.96M -$261K -859 -3%
DIM
1466
DLK Investment Management
California
$8.94M -$57.7K -190 -0.6%
MA
1467
MSA Advisors
California
$8.94M +$926K +3,050 +11%
MYLI
1468
Meiji Yasuda Life Insurance
Japan
$8.94M +$12.1K +40 +0.1%
GBT
1469
Grove Bank & Trust
Florida
$8.94M +$223K +735 +2%
WAS
1470
Westco Advisory Services
New York
$8.94M -$143K -472 -2%
PG
1471
Patten Group
Tennessee
$8.93M +$42.2K +139 +0.5%
PFM
1472
Phillips Financial Management
Indiana
$8.92M +$8.19K +27 +0.1%
CCA
1473
Checchi Capital Advisers
California
$8.9M +$255K +840 +3%
CST
1474
Charles Schwab Trust
Nevada
$8.89M -$329K -1,085 -3%
BWM
1475
BigSur Wealth Management
Florida
$8.88M -$1.94M -6,389 -17%

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.