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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
RDFA
1851
Ritter Daniher Financial Advisory
Ohio
$6M -$10.3K -34 -0.2%
WR
1852
WD Rutherford
Oregon
$6M -$390K -1,285 -6%
CCT
1853
Capital City Trust
Florida
$5.99M +$34.3K +113 +0.6%
AAM
1854
Aureus Asset Management
Massachusetts
$5.97M +$815K +2,685 +15%
AIM
1855
Acropolis Investment Management
Missouri
$5.96M -$89.5K -295 -1%
AGWCA
1856
Annis Gardner Whiting Capital Advisors
Florida
$5.96M +$292K +961 +5%
PB
1857
Pinnacle Bancorp
Nebraska
$5.95M +$12.4K +41 +0.2%
SGI
1858
Summit Global Investments
Utah
$5.94M +$195K +643 +3%
COI
1859
Connable Office Inc
Michigan
$5.94M -$345K -1,137 -5%
MC
1860
Mirabaud & Cie
Switzerland
$5.94M -$1.9M -6,252 -24%
CNC
1861
Citizens & Northern Corp
Pennsylvania
$5.94M +$32.2K +106 +0.5%
TFA
1862
Trinity Financial Advisors
Ohio
$5.94M -$28.5K -94 -0.5%
I
1863
InvesTrust
Oklahoma
$5.94M -$188K -618 -3%
MA
1864
MONECO Advisors
Connecticut
$5.93M +$183K +603 +3%
TC
1865
TownSquare Capital
Utah
$5.93M +$3.94K +13 +0.1%
ATC
1866
Adirondack Trust Company
New York
$5.92M -$486K -1,600 -7%
TWP
1867
Tyche Wealth Partners
Texas
$5.92M +$56.1K +185 +0.9%
ACM
1868
Aljian Capital Management
Nevada
$5.9M +$498K +1,641 +9%
SA
1869
Sovran Advisors
California
$5.9M +$1.5M +4,943 +36%
DF
1870
DNCA Finance
France
$5.88M -$17.2M -56,714 -74%
GIM
1871
Gold Investment Management
Alberta, Canada
$5.88M +$75.3K +248 +1%
BTD
1872
BankPlus Trust Department
Mississippi
$5.88M +$1.89M +6,220 +45%
WAM
1873
Wakefield Asset Management
Colorado
$5.88M +$24.9K +82 +0.4%
NIP
1874
Nicholas Investment Partners
California
$5.87M
ICP
1875
Impact Capital Partners
Colorado
$5.86M -$130K -429 -2%

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.