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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
MNBTD
1751
Moody National Bank Trust Division
Texas
$6.67M +$28.8K +95 +0.4%
TM
1752
TigerOak Management
New Mexico
$6.67M +$14.6K +48 +0.2%
GCA
1753
Gradient Capital Advisors
California
$6.67M -$137K -452 -2%
CFP
1754
Catalyst Financial Partners
Massachusetts
$6.67M +$148K +487 +2%
SGCA
1755
Steel Grove Capital Advisors
Tennessee
$6.67M -$65.2K -215 -0.9%
RCWM
1756
Royal Capital Wealth Management
Indiana
$6.65M +$18.2K +60 +0.3%
KC
1757
Kepler Cheuvreux
$6.64M -$2.83M -9,322 -29%
NG
1758
NatWest Group
United Kingdom
$6.62M -$12.4M -40,704 -64%
RSA
1759
River Street Advisors
Illinois
$6.61M +$374K +1,233 +6%
TPWA
1760
TRUE Private Wealth Advisors
Oregon
$6.6M +$105K +345 +2%
MC
1761
Mathes Company
New York
$6.59M +$100K +330 +1%
FFA
1762
Fragasso Financial Advisors
Pennsylvania
$6.58M +$174K +574 +3%
SIA
1763
Strategic Investment Advisors
Michigan
$6.58M +$1.08M +3,553 +19%
FMI
1764
Frec Markets Inc
California
$6.56M +$2.93M +9,658 +76%
CAIM
1765
Catherine Avery Investment Management
Florida
$6.55M +$1.79M +5,884 +36%
PIP
1766
Peachtree Investment Partners
Florida
$6.55M -$223K -734 -3%
SWA
1767
SOA Wealth Advisors
New York
$6.54M -$51.9K -171 -0.4%
TPI
1768
Trust Point Inc
Wisconsin
$6.54M +$184K +605 +3%
V
1769
VeraBank
Texas
$6.53M -$344K -1,133 -5%
KFI
1770
Key Financial Inc
Pennsylvania
$6.49M +$141K +463 +2%
VanEck Associates
1771
VanEck Associates
New York
$6.48M -$219K -720 -3%
PEAK6
1772
PEAK6
Illinois
$6.48M -$20.7M -68,072 -76%
BRCM
1773
Bright Rock Capital Management
Massachusetts
$6.47M
HI
1774
Hudock Inc
Pennsylvania
$6.47M +$53.1K +175 +0.8%
MCCP
1775
Mission Creek Capital Partners
California
$6.47M -$2.67M -8,789 -17%

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.