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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
CFMC
1801
Curbstone Financial Management Corp
New Hampshire
$6.3M -$232K -764 -3%
Financial Engines Advisors
1802
Financial Engines Advisors
California
$6.3M -$286K -944 -4%
TCP
1803
TMB Capital Partners
Arkansas
$6.28M +$129K +426 +2%
NPT
1804
National Philanthropic Trust
Pennsylvania
$6.28M -$515K -1,698 -7%
IP
1805
Indivisible Partners
Florida
$6.27M +$509K +1,676 +9%
NL
1806
NWAM LLC
Washington
$6.24M -$192K -634 -3%
BCFS
1807
Butensky & Cohen Financial Security
Florida
$6.24M +$35.5K +117 +0.6%
UB
1808
Umpqua Bank
Oregon
$6.24M -$406K -1,337 -6%
FWM
1809
Finer Wealth Management
Massachusetts
$6.23M -$127K -419 -2%
CLA
1810
Carnegie Lake Advisors
New Jersey
$6.23M +$150K +494 +2%
MPIA
1811
Mountain Pacific Investment Advisers
Idaho
$6.22M -$147K -485 -2%
MCM
1812
Marathon Capital Management
Maryland
$6.21M -$26.4K -87 -0.4%
WC
1813
Wynn Capital
Georgia
$6.21M -$53.1K -175 -0.8%
HA
1814
Huntleigh Advisors
Missouri
$6.21M +$345K +1,136 +6%
SCM
1815
Seascape Capital Management
New Hampshire
$6.2M +$51K +168 +0.8%
DFA
1816
Delta Financial Advisors
Louisiana
$6.2M +$23.7K +78 +0.4%
SIAG
1817
Signet Investment Advisory Group
Rhode Island
$6.2M +$9.41K +31 +0.1%
CCA
1818
Carrera Capital Advisors
Michigan
$6.18M +$282K +930 +5%
AIMCA
1819
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.18M -$79.7M -262,750 -93%
VWM
1820
Vertrix Wealth Management
Michigan
$6.17M +$6.37M +20,986 New
SIM
1821
Studio Investment Management
Illinois
$6.17M -$57.1K -188 -0.9%
IAS
1822
IMA Advisory Services
Colorado
$6.16M -$207K -683 -3%
PWA
1823
Providence Wealth Advisors
Illinois
$6.15M -$13.1K -43 -0.2%
SLT
1824
St Louis Trust
Missouri
$6.15M +$359K +1,182 +6%
NG
1825
Novem Group
New York
$6.14M +$32.8K +108 +0.5%

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.