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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
KJHP
1526
K.J. Harrison & Partners
Ontario, Canada
$8.49M -$11.9M -39,289 -58%
HRC
1527
Hoertkorn Richard Charles
$8.48M -$6.26M -20,635 -42%
PGWM
1528
Parisi Gray Wealth Management
New Jersey
$8.47M +$63.1K +208 +0.7%
PA
1529
Profund Advisors
Maryland
$8.46M -$1.86M -6,141 -18%
GBWM
1530
Granite Bay Wealth Management
New Hampshire
$8.45M +$795K +2,619 +10%
IIC
1531
Ironwood Investment Counsel
Arizona
$8.44M -$151K -496 -2%
MIM
1532
MTM Investment Management
South Carolina
$8.44M +$48.9K +161 +0.6%
KCP
1533
Kera Capital Partners
California
$8.43M +$99.8K +329 +1%
SIM
1534
Seaview Investment Managers
Florida
$8.41M +$1.06M +3,481 +14%
GWANC
1535
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.41M -$273K -899 -3%
UBG
1536
United Bank (Georgia)
Georgia
$8.41M +$103K +339 +1%
ST
1537
Smithfield Trust
Pennsylvania
$8.4M +$184K +607 +2%
MSA
1538
Marino Stram & Associates
Massachusetts
$8.4M +$8.8K +29 +0.1%
GIM
1539
Generate Investment Management
New Zealand
$8.39M -$5.08M -16,725 -37%
MCA
1540
MSH Capital Advisors
Arizona
$8.38M -$159K -524 -2%
MAM
1541
Mirabaud Asset Management
United Kingdom
$8.37M -$4.38M -14,434 -33%
AIP
1542
Ameritas Investment Partners
Nebraska
$8.36M -$180K -594 -2%
CM
1543
Cercano Management
Washington
$8.35M -$6.36M -20,969 -42%
MIP
1544
Marietta Investment Partners
Wisconsin
$8.34M -$288K -950 -3%
BP
1545
BBR Partners
New York
$8.33M -$373K -1,228 -4%
TCA
1546
Trifecta Capital Advisors
Illinois
$8.33M +$80.7K +266 +0.9%
OL
1547
Owen LaRue
Kentucky
$8.33M -$657K -2,165 -7%
SSW
1548
Stone Summit Wealth
Florida
$8.31M -$512K -1,688 -6%
VCM
1549
Violich Capital Management
California
$8.29M -$25.2K -83 -0.3%
CIA
1550
Covington Investment Advisors
Pennsylvania
$8.28M -$531K -1,750 -6%

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.