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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
SEIA
1676
Signature Estate & Investment Advisors
California
$7.24M +$62.5K +206 +0.8%
DCM
1677
Dudley Capital Management
Virginia
$7.23M -$71.3K -235 -0.9%
HIIFS
1678
Harel Insurance Investments & Financial Services
Israel
$7.22M -$45.2M -148,774 -86%
RWA
1679
Roberts Wealth Advisors
California
$7.21M +$434K +1,430 +6%
DCM
1680
Delta Capital Management
New Jersey
$7.19M +$30.3K +100 +0.4%
AF
1681
Arrow Financial
New York
$7.18M -$306K -1,008 -4%
TLP
1682
Trinity Legacy Partners
Texas
$7.17M +$378K +1,245 +6%
TCI
1683
Triveni Capital Investments
Connecticut
$7.17M +$7.39M +24,365 New
SWA
1684
Sax Wealth Advisors
New Jersey
$7.16M -$531K -1,751 -7%
MMG
1685
Monetary Management Group
Missouri
$7.16M +$33.4K +110 +0.5%
BMC
1686
Benin Management Corp
Connecticut
$7.16M +$401K +1,320 +6%
LT
1687
Legacy Trust
Michigan
$7.15M -$4.71M -15,510 -39%
AIM
1688
Athena Investment Management
California
$7.14M -$1.21K -4 -0%
TVPW
1689
Third View Private Wealth
Connecticut
$7.14M +$278K +915 +4%
RCG
1690
Regatta Capital Group
California
$7.12M +$451K +1,485 +7%
AB
1691
Atlas Brown
Kentucky
$7.1M +$18.2K +60 +0.2%
HA
1692
Harbor Advisors
Florida
$7.1M
GA
1693
GFS Advisors
Texas
$7.1M -$6.07K -20 -0.1%
FPF
1694
First Pacific Financial
Washington
$7.1M -$615K -2,028 -8%
JGCM
1695
Joseph Group Capital Management
Ohio
$7.07M +$809K +2,666 +12%
CI
1696
Cherokee Insurance
Michigan
$7.06M
BCM
1697
Bretton Capital Management
California
$7.06M
SF
1698
Slagle Financial
Illinois
$7.05M +$227K +749 +3%
WAS
1699
Winch Advisory Services
Wisconsin
$7.04M -$60.7K -200 -0.8%
SCI
1700
S&CO Inc
Massachusetts
$7.04M

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.