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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
KIM
1726
Kestra Investment Management
Texas
$6.85M -$2.35M -7,753 -25%
SCM
1727
Stevens Capital Management
Pennsylvania
$6.85M +$6.22M +20,495 +737%
SIAP
1728
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.84M -$347K -1,145 -5%
PBC
1729
Pavion Blue Capital
California
$6.79M -$112K -368 -2%
SOAMC
1730
Spirit of America Management Corp
New York
$6.79M +$152K +500 +2%
HAC
1731
Harbor Advisory Corp
New Hampshire
$6.79M -$842K -2,775 -11%
BEC
1732
Blue Edge Capital
Virginia
$6.79M -$2.43K -8 -0%
SLC
1733
Second Line Capital
Louisiana
$6.77M -$309K -1,018 -4%
GKWIM
1734
Gerber Kawasaki Wealth & Investment Management
California
$6.77M -$241K -793 -3%
PCTC
1735
Perkins Coie Trust Company
Washington
$6.77M +$218K +718 +3%
MCC
1736
Malaga Cove Capital
California
$6.77M -$61.3K -202 -0.9%
UAG
1737
United Advisor Group
Ohio
$6.77M +$561K +1,850 +9%
EC
1738
Enhancing Capital
Pennsylvania
$6.77M
LS
1739
Leelyn Smith
Illinois
$6.76M +$437K +1,441 +7%
VWMG
1740
Virginia Wealth Management Group
Virginia
$6.75M -$157K -518 -2%
MAM
1741
Montchanin Asset Management
Delaware
$6.75M +$6.96M +22,947 New
EPW
1742
Evergreen Private Wealth
Colorado
$6.74M -$214K -705 -3%
CCP
1743
Cane Capital Partners
Louisiana
$6.74M +$303K +998 +5%
MCWS
1744
McKinley Carter Wealth Services
West Virginia
$6.73M -$555K -1,829 -7%
CIA
1745
Cohen Investment Advisors
New Hampshire
$6.72M -$3.64K -12 -0.1%
AA
1746
Armis Advisers
Georgia
$6.72M -$53.1K -175 -0.8%
NSB
1747
Norway Savings Bank
Maine
$6.71M -$44.9K -148 -0.6%
SCM
1748
Silvant Capital Management
Georgia
$6.68M -$51K -168 -0.7%
NPA
1749
Nichols & Pratt Advisers
Massachusetts
$6.68M -$11.2K -37 -0.2%
RAM
1750
Ramirez Asset Management
New York
$6.68M -$325K -1,072 -5%

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.