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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
KIC
1576
Kensington Investment Counsel
California
$8.12M +$222K +730 +3%
SS
1577
Sunbelt Securities
Texas
$8.11M +$364K +1,199 +5%
ATI
1578
Act Two Investors
California
$8.09M -$242K -796 -3%
ESB
1579
Essex Savings Bank
Connecticut
$8.08M -$266K -876 -3%
CIG
1580
Consolidated Investment Group
Colorado
$8.08M +$229K +755 +3%
CWM
1581
Cornerstone Wealth Management
Missouri
$8.07M +$1.2M +3,969 +17%
CIAS
1582
Capital Investment Advisory Services
North Carolina
$8.06M +$91.7K +302 +1%
SI
1583
Sava Infond
Slovenia
$8.06M -$303K -1,000 -4%
HIC
1584
Holderness Investments Company
North Carolina
$8.05M +$83.2K +274 +1%
BIM
1585
Brentview Investment Management
Illinois
$8.04M +$365K +1,202 +5%
UHC
1586
Union Heritage Capital
Michigan
$8.03M -$880K -2,900 -10%
CWM
1587
Connecticut Wealth Management
Connecticut
$8.03M -$505K -1,664 -6%
MA
1588
Modus Advisors
Minnesota
$8.01M +$88K +290 +1%
ZF
1589
Zhang Financial
Michigan
$8M +$1.83M +6,020 +28%
OFA
1590
Oak Family Advisors
Illinois
$7.98M -$873K -2,878 -10%
RBC
1591
Romano Brothers & Co
Illinois
$7.98M -$48K -158 -0.6%
DE
1592
Diversified Enterprises
Delaware
$7.98M -$159K -523 -2%
CFIA
1593
Cantor Fitzgerald Investment Advisors
New York
$7.95M -$2.41M -7,930 -23%
MCCA
1594
Mill Creek Capital Advisors
Pennsylvania
$7.95M +$107K +352 +1%
EFG
1595
Everhart Financial Group
Ohio
$7.93M +$1.25M +4,131 +18%
HCM
1596
Hengehold Capital Management
Ohio
$7.93M -$12.4K -41 -0.2%
CWM
1597
CMH Wealth Management
New Hampshire
$7.92M +$7.68M +25,308 +1,555%
BMA
1598
Brooks Moore & Associates
Tennessee
$7.9M -$414K -1,364 -5%
ADL
1599
Asset Dedication LLC
California
$7.9M -$1.18M -3,883 -13%
IAMOG
1600
Investors Asset Management of Georgia
Georgia
$7.9M +$47.3K +156 +0.6%

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.