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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
CCM
1626
Consolidated Capital Management
California
$7.6M +$279K +919 +4%
SAM
1627
Socorro Asset Management
Texas
$7.59M -$847K -2,792 -10%
RP
1628
Rowlandmiller & Partners
Georgia
$7.59M +$64.9K +214 +0.8%
SF
1629
Symphony Financial
Texas
$7.59M +$653K +2,151 +9%
JF
1630
Jericho Financial
Ohio
$7.59M +$16.1K +53 +0.2%
KA
1631
Klingman & Associates
New York
$7.59M -$792K -2,609 -9%
EFG
1632
Ethos Financial Group
Pennsylvania
$7.58M +$138K +455 +2%
CFCI
1633
Comprehensive Financial Consultants Institutional
Indiana
$7.58M -$517K -1,704 -6%
ACM
1634
Alta Capital Management
Utah
$7.58M +$44.6K +147 +0.6%
GWP
1635
Gateway Wealth Partners
Wisconsin
$7.57M +$5.78M +19,054 +285%
MBT
1636
Montecito Bank & Trust
California
$7.56M -$154K -508 -2%
UCI
1637
Uncommon Cents Investing
Wisconsin
$7.54M -$94.1K -310 -1%
ST
1638
Sentinel Trust
Texas
$7.54M -$1.6M -5,268 -17%
QT
1639
Quantbot Technologies
New York
$7.54M +$7.78M +25,620 New
MW
1640
Marble Wealth
Alabama
$7.52M -$228K -752 -3%
WBWA
1641
William B. Walkup & Associates
South Carolina
$7.5M +$132K +434 +1%
BHWA
1642
Beacon Harbor Wealth Advisors
Virginia
$7.5M +$7.74M +25,495 New
LWM
1643
LJI Wealth Management
Indiana
$7.49M -$550K -1,811 -7%
AL
1644
Aspiriant LLC
California
$7.48M +$199K +655 +3%
AWM
1645
Aprio Wealth Management
Georgia
$7.48M -$87.4K -288 -1%
SC
1646
Skylands Capital
Wisconsin
$7.47M -$19.7K -65 -0.3%
KA
1647
Kovack Advisors
Florida
$7.45M -$4.89M -16,112 -39%
HWM
1648
Hohimer Wealth Management
Washington
$7.45M +$1.27M +4,194 +20%
MAWCM
1649
Mine & Arao Wealth Creation & Management
California
$7.44M +$111K +367 +1%
HAI
1650
Hennessy Advisors Inc
California
$7.44M +$6.01M +19,800 +360%

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.