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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
WPC
1901
White Pine Capital
Minnesota
$5.67M -$3.64K -12 -0.1%
FPWM
1902
FSB Premier Wealth Management
Iowa
$5.65M +$400K +1,317 +7%
WPW
1903
Winthrop Partners - WNY
New York
$5.65M +$6.37K +21 +0.1%
Edgewood Management
1904
Edgewood Management
Connecticut
$5.64M -$110K -363 -2%
HWP
1905
Highline Wealth Partners
California
$5.63M +$202K +667 +4%
MAMA
1906
Myriad Asset Management Advisors
Florida
$5.63M -$1.42M -4,692 -20%
VIM
1907
Vista Investment Management
Pennsylvania
$5.62M -$288K -950 -5%
CAM
1908
Chesapeake Asset Management
New York
$5.61M +$14.3K +47 +0.2%
WIC
1909
Wilkins Investment Counsel
Massachusetts
$5.6M +$34.9K +115 +0.6%
KHCM
1910
Kettle Hill Capital Management
New York
$5.6M -$5.43M -17,884 -48%
CAC
1911
Certified Advisory Corp
Florida
$5.6M +$274K +902 +5%
PWCM
1912
Processus Wealth & Capital Management
Tennessee
$5.6M +$49.2K +162 +0.9%
ACM
1913
Altrius Capital Management
North Carolina
$5.59M +$305K +1,004 +6%
HL
1914
HeadInvest LLC
Maine
$5.58M -$56.8K -187 -1%
WP
1915
WealthPLAN Partners
Nebraska
$5.58M -$1.04M -3,413 -15%
HIC
1916
Harvey Investment Company
Kentucky
$5.56M
FTEA
1917
Forty-three Eighteen Advisors
Arkansas
$5.55M -$6.98K -23 -0.1%
FFS
1918
Fischer Financial Services
Pennsylvania
$5.55M +$64.9K +214 +1%
WC
1919
Waterloo Capital
Texas
$5.54M +$14.9K +49 +0.3%
WMA
1920
West Michigan Advisors
Michigan
$5.54M +$2.73K +9 +0%
LJAC
1921
L.J. Altfest & Co
New York
$5.54M -$151K -496 -3%
VIP
1922
Viewpoint Investment Partners
Alberta, Canada
$5.54M -$22.8K -75 -0.4%
PNFS
1923
PW Nova Financial Services
Pennsylvania
$5.53M +$2.39M +7,872 +72%
HFBOT
1924
Home Federal Bank of Tennessee
Tennessee
$5.5M +$448K +1,475 +9%
MSK
1925
Melissa S. Kampmann
$5.5M -$30.3K -100 -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.