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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
HZ
1476
Hixon Zuercher
Ohio
$8.88M -$74.7K -246 -0.8%
WIM
1477
WealthPlan Investment Management
Nebraska
$8.87M -$2.49M -8,193 -21%
OCAM
1478
Onex Canada Asset Management
Ontario, Canada
$8.86M -$1.68M -5,525 -15%
BGDI
1479
BW Gestao de Investimentos
Brazil
$8.83M -$7.92M -26,097 -47%
AH
1480
Allen Holding
New York
$8.82M
WTA
1481
Washington Trust Advisors
Massachusetts
$8.82M -$213K -701 -2%
CSA
1482
Cottage Street Advisors
Massachusetts
$8.82M -$58.6K -193 -0.6%
DA
1483
DCM Advisors
New York
$8.81M -$91.7K -302 -1%
SCP
1484
Sandhill Capital Partners
New York
$8.8M -$1.02M -3,345 -10%
RMSCM
1485
R.M. Sincerbeaux Capital Management
New York
$8.79M
RFN
1486
RDA Financial Network
Iowa
$8.76M +$118K +388 +1%
SMA
1487
Sage Mountain Advisors
Georgia
$8.74M -$6.73M -22,168 -43%
WE
1488
Wealth Effects
Massachusetts
$8.74M +$38.8K +128 +0.4%
HI
1489
Hoey Investments
Pennsylvania
$8.74M -$572K -1,884 -6%
DWM
1490
Dynasty Wealth Management
Florida
$8.73M -$514K -1,694 -5%
HWMO
1491
Heritage Wealth Management (Ohio)
Ohio
$8.73M -$215K -707 -2%
DDC
1492
DF Dent & Co
Maryland
$8.73M -$2.05M -6,755 -19%
BKA
1493
Brick & Kyle Associates
Pennsylvania
$8.7M -$831K -2,739 -8%
ANB
1494
Amarillo National Bank
Texas
$8.7M +$328K +1,082 +4%
HKIM
1495
Hayek Kallen Investment Management
Alabama
$8.7M +$8.97M +29,561 New
FIB
1496
First Interstate Bank
Montana
$8.68M -$481K -1,586 -5%
BOH
1497
Bank of Hawaii
Hawaii
$8.68M -$230K -759 -3%
BAM
1498
Bell Asset Management
Australia
$8.68M +$1.06M +3,495 +13%
AIM
1499
AMI Investment Management
Indiana
$8.67M +$154K +508 +2%
FAM
1500
Formidable Asset Management
Ohio
$8.67M +$13.7K +45 +0.2%

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.