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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
DM
1876
Diversified Management
Wisconsin
$5.86M +$271K +893 +5%
FCM
1877
Fire Capital Management
California
$5.85M -$355K -1,169 -6%
FM
1878
Family Management
New York
$5.84M -$1.09M -3,598 -15%
IP
1879
Intellectus Partners
California
$5.83M +$51K +168 +0.9%
OA
1880
Oasis Advisors
Iowa
$5.82M +$5.71M +18,829 +1,982%
NF
1881
Nvest Financial
New Hampshire
$5.8M +$87.4K +288 +1%
GFG
1882
Goldstone Financial Group
Illinois
$5.78M -$208K -685 -3%
SAM
1883
Synergy Asset Management
Washington
$5.77M -$59.2K -195 -1%
AOWM
1884
Asset One Wealth Management
Washington
$5.77M +$1.39M +4,566 +33%
MTIC
1885
Missouri Trust & Investment Company
Missouri
$5.76M +$157K +517 +3%
CA
1886
Continuum Advisory
Idaho
$5.76M -$51.6K -170 -0.9%
CCWM
1887
Cassaday & Co Wealth Management
Virginia
$5.76M -$282K -930 -5%
ACM
1888
Ayrshire Capital Management
Connecticut
$5.75M +$2.61M +8,612 +79%
DMKJ
1889
David M. Knott Jr
$5.73M
BWM
1890
BKM Wealth Management
Wisconsin
$5.72M -$53.1K -175 -0.9%
MM
1891
Morangie Management
Florida
$5.72M +$290K +954 +5%
MWA
1892
Midland Wealth Advisors
Illinois
$5.72M -$239K -787 -4%
CIAS
1893
CFS Investment Advisory Services
New Jersey
$5.71M +$264K +870 +5%
TIAA Trust, National Association
1894
TIAA Trust, National Association
North Carolina
$5.7M -$142M -466,725 -96%
TNA
1895
True North Advisors
Texas
$5.69M -$292K -962 -5%
EWS
1896
Evergreen Wealth Solutions
Pennsylvania
$5.69M +$3.05M +10,055 +108%
HCM
1897
Huber Capital Management
California
$5.69M
PPG
1898
Peak Planning Group
Colorado
$5.69M -$71.3K -235 -1%
HPCM
1899
Hunter Perkins Capital Management
Illinois
$5.67M
KAS
1900
KPP Advisory Services
Kentucky
$5.67M +$431K +1,420 +8%

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.