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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
PMA
1826
Prudent Man Advisors
Illinois
$6.13M +$2.24M +7,388 +55%
SFA
1827
Souders Financial Advisors
Ohio
$6.13M -$607 -2 -0%
EWM
1828
EPG Wealth Management
Georgia
$6.12M +$47K +155 +0.8%
O
1829
Ossiam
France
$6.12M -$8.08M -26,615 -56%
CW
1830
Channel Wealth
California
$6.12M +$472K +1,556 +8%
SAM
1831
Sycomore Asset Management
France
$6.12M
MGWM
1832
Marks Group Wealth Management
Minnesota
$6.12M +$739K +2,434 +13%
CCWA
1833
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.11M +$639K +2,106 +11%
TPM
1834
Triasima Portfolio Management
Quebec, Canada
$6.11M -$3.32M -10,954 -35%
AA
1835
ALPS Advisors
Colorado
$6.1M -$510K -1,680 -7%
GD
1836
Grandfield & Dodd
New York
$6.1M -$320K -1,053 -5%
ZIG
1837
Zullo Investment Group
Pennsylvania
$6.1M +$60.1K +198 +1%
BB
1838
Bell Bank
North Dakota
$6.09M +$173K +569 +3%
OFS
1839
OneAscent Financial Services
Alabama
$6.09M +$3.61M +11,896 +135%
SWM
1840
SeaCrest Wealth Management
New York
$6.08M -$331K -1,090 -5%
WA
1841
Wasatch Advisors
Utah
$6.08M +$303K +1,000 +5%
WIM
1842
Wittenberg Investment Management
Massachusetts
$6.05M -$30.3K -100 -0.5%
William Blair Investment Management
1843
William Blair Investment Management
Illinois
$6.05M -$44.6K -147 -0.7%
AI
1844
Accredited Investors
Minnesota
$6.05M -$136K -448 -2%
MCM
1845
Monarch Capital Management
Indiana
$6.04M -$118K -390 -2%
SP
1846
Sherman Porfolios
Idaho
$6.04M +$417K +1,373 +7%
AIM
1847
Aspen Investment Management
Michigan
$6.03M -$50.4K -166 -0.8%
VWM
1848
Valley Wealth Managers
New Jersey
$6.03M -$170K -559 -3%
MWM
1849
Massachusetts Wealth Management
Massachusetts
$6.01M +$153K +505 +3%
BFW
1850
Brady Family Wealth
Missouri
$6M +$410K +1,350 +7%

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.