We are live on ! Find out more
JPM icon

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
FBT
1701
First Bankers Trust
Kentucky
$7.03M -$510K -1,680 -7%
AF
1702
AGP Franklin
Tennessee
$7.01M +$187K +616 +3%
HCM
1703
Hudson Capital Management
New Jersey
$7.01M +$301K +992 +4%
CWMK
1704
Caliber Wealth Management (Kansas)
Kansas
$7.01M +$132K +434 +2%
AI
1705
Arvest Investments
Arkansas
$6.99M -$58.9K -194 -0.8%
RZH
1706
Relyea Zuckerberg Hanson
Connecticut
$6.97M -$1.17M -3,863 -14%
SCM
1707
Sone Capital Management
New York
$6.97M +$7.19M +23,689 New
IA
1708
Icon Advisers
Colorado
$6.97M
MFC
1709
Mechanics Financial Corp
Ohio
$6.96M +$87.1K +287 +1%
CRCM
1710
Crystal Rock Capital Management
Illinois
$6.96M -$175K -575 -2%
MCB
1711
Morton Community Bank
Illinois
$6.95M +$86.5K +285 +1%
PMSA
1712
Patrick M. Sweeney & Associates
Illinois
$6.95M -$22.5K -74 -0.3%
SAM
1713
Sagewood Asset Management
New York
$6.94M -$436K -1,438 -6%
NG
1714
Norden Group
Utah
$6.93M -$310K -1,021 -4%
1IA
1715
1834 Investment Advisors
Wisconsin
$6.93M -$35.5K -117 -0.5%
GSB
1716
Greenfield Savings Bank
Massachusetts
$6.93M +$5.16K +17 +0.1%
TSWM
1717
Triangle Securities Wealth Management
North Carolina
$6.91M -$431K -1,419 -6%
SSWM
1718
Sheets Smith Wealth Management
North Carolina
$6.91M +$734K +2,418 +11%
MCP
1719
Martin Capital Partners
Oregon
$6.9M -$50.7K -167 -0.7%
SWM
1720
Scissortail Wealth Management
Oklahoma
$6.9M -$1.34M -4,424 -16%
RW
1721
Rockport Wealth
Ohio
$6.9M +$78.6K +259 +1%
PRS
1722
Pinkerton Retirement Specialists
Idaho
$6.89M -$87.7K -289 -1%
RSS
1723
Rosenblum Silverman Sutton
California
$6.89M -$25.5K -84 -0.4%
GJWM
1724
Gilliland Jeter Wealth Management
Arkansas
$6.86M -$71.9K -237 -1%
AO
1725
Advisor OS
Illinois
$6.85M -$216K -711 -3%

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.