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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
MC
1776
Marest Capital
California
$6.46M +$478K +1,575 +8%
MCM
1777
McRae Capital Management
New Jersey
$6.45M -$793K -2,612 -11%
SS
1778
SBI Securities
Japan
$6.44M -$205K -677 -3%
DA
1779
Dover Advisors
Virginia
$6.43M -$205K -675 -3%
DA
1780
Doliver Advisors
Texas
$6.42M +$411K +1,354 +7%
SIC
1781
Shoker Investment Counsel
Ohio
$6.42M -$453K -1,494 -6%
MG
1782
Mather Group
Illinois
$6.41M -$130K -428 -2%
LAM
1783
LOM Asset Management
$6.4M -$15.2K -50 -0.2%
TBNY
1784
Trustco Bank (New York)
New York
$6.4M -$91K -300 -1%
BOS
1785
Bank of Stockton
California
$6.39M -$332K -1,094 -5%
GCM
1786
Gables Capital Management
Florida
$6.38M +$356K +1,173 +6%
ORC
1787
O'Rourke & Company
Massachusetts
$6.38M -$185K -609 -3%
LBWM
1788
Left Brain Wealth Management
Illinois
$6.37M +$2.84M +9,374 +76%
ECML
1789
Eagle Capital Management (Louisiana)
Louisiana
$6.36M +$3.04K +10 +0%
PWS
1790
Peloton Wealth Strategists
Indiana
$6.35M -$478K -1,575 -7%
BMC
1791
Beaton Management Company
Massachusetts
$6.34M -$74.4K -245 -1%
APG
1792
Abacus Planning Group
South Carolina
$6.33M +$134K +440 +2%
PCM
1793
Princeton Capital Management
New Jersey
$6.33M +$230K +757 +4%
CPRC
1794
Consolidated Portfolio Review Corp
New York
$6.32M
PRA
1795
Pine Ridge Advisers
New York
$6.32M
SIA
1796
SGL Investment Advisors
Montana
$6.32M -$148K -489 -2%
NCM
1797
NCM Capital Management
New Jersey
$6.32M -$57.4K -189 -0.9%
PDL
1798
Portfolio Design Labs
California
$6.31M -$572K -1,884 -8%
KTC
1799
Kentucky Trust Company
Kentucky
$6.3M -$18.8K -62 -0.3%
WPW
1800
Waldron Private Wealth
Pennsylvania
$6.3M +$230K +759 +4%

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.