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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
CF
1501
Concorde Financial
Texas
$8.66M +$105K +347 +1%
ACM
1502
Argyle Capital Management
Pennsylvania
$8.66M -$37.9K -125 -0.4%
PAM
1503
Paradigm Asset Management
New York
$8.65M
PCM
1504
Patient Capital Management
Maryland
$8.64M -$5.16K -17 -0.1%
UOTTAIMCU
1505
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8.64M +$979K +3,225 +12%
KLCM
1506
KG&L Capital Management
Louisiana
$8.63M -$6.84M -22,547 -43%
EGA
1507
E&G Advisors
Texas
$8.63M -$267K -879 -3%
MWAM
1508
Manhattan West Asset Management
California
$8.63M +$547K +1,804 +7%
RCM
1509
RB Capital Management
Nevada
$8.61M +$263K +865 +3%
SPC
1510
Spirepoint Private Client
Florida
$8.59M -$112K -369 -1%
HFM
1511
Hartford Financial Management
Connecticut
$8.58M +$182K +601 +2%
RFWA
1512
RPg Family Wealth Advisory
Massachusetts
$8.57M +$18.5K +61 +0.2%
AFP
1513
Ausdal Financial Partners
Iowa
$8.57M +$54.6K +180 +0.6%
TW
1514
Titan Wealth
$8.57M +$626K +2,064 +8%
PJSIMP
1515
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.53M +$27.6K +91 +0.3%
SMI
1516
Shelter Mutual Insurance
Missouri
$8.53M
ZCI
1517
Zevenbergen Capital Investments
Washington
$8.53M +$74.4K +245 +0.9%
HPIA
1518
Hamilton Point Investment Advisors
North Carolina
$8.53M -$83.2K -274 -0.9%
IA
1519
IFC Advisors
California
$8.52M +$146K +482 +2%
AWM
1520
Avaii Wealth Management
Wisconsin
$8.51M +$261K +859 +3%
WPIC
1521
White Pine Investment Company
Michigan
$8.51M -$386K -1,273 -4%
MCM
1522
MV Capital Management
Maryland
$8.5M +$38.2K +126 +0.4%
CT
1523
Coastline Trust
Rhode Island
$8.5M +$331K +1,090 +4%
HA
1524
Herold Advisors
New York
$8.5M +$25.8K +85 +0.3%
HNW
1525
High Note Wealth
Minnesota
$8.49M -$10.9K -36 -0.1%

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.