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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
BFO
1951
Biltmore Family Office
North Carolina
$5.4M +$342K +1,127 +7%
MFA
1952
Mayflower Financial Advisors
Massachusetts
$5.39M +$178K +585 +3%
MCM
1953
Maltese Capital Management
New York
$5.39M +$999K +3,293 +22%
HW
1954
Hedeker Wealth
Illinois
$5.38M +$39.1K +129 +0.7%
MIM
1955
Moseley Investment Management
Florida
$5.38M -$13.4K -44 -0.2%
BDS
1956
Banco de Sabadell
Florida
$5.38M -$411K -1,354 -7%
GPA
1957
Guerra Pan Advisors
New Jersey
$5.38M +$32.8K +108 +0.6%
SM
1958
Sweeney & Michel
California
$5.38M +$2.73K +9 +0.1%
NDSI
1959
Newman Dignan & Sheerar Inc
Rhode Island
$5.37M -$307K -1,011 -5%
WCM
1960
Wisconsin Capital Management
Wisconsin
$5.37M -$131K -432 -2%
FWM
1961
Forza Wealth Management
Florida
$5.36M +$18.5K +61 +0.3%
AEPWM
1962
Atlantic Edge Private Wealth Management
Florida
$5.36M +$38.2K +126 +0.7%
FI
1963
Firetrail Investments
Australia
$5.35M +$276K +910 +5%
SLWA
1964
San Luis Wealth Advisors
California
$5.34M +$147K +484 +3%
HAG
1965
HF Advisory Group
Maryland
$5.33M +$369K +1,217 +7%
GWM
1966
Graybill Wealth Management
Illinois
$5.33M +$57.1K +188 +1%
LAM
1967
L2 Asset Management
Massachusetts
$5.32M -$1.39M -4,575 -20%
EWM
1968
Evermay Wealth Management
Virginia
$5.3M -$99.2K -327 -2%
NWM
1969
Northcape Wealth Management
New York
$5.3M -$68.3K -225 -1%
KCM
1970
Kathmere Capital Management
Pennsylvania
$5.29M +$1.7M +5,616 +45%
OAM
1971
Oak Asset Management
California
$5.29M +$33.7K +111 +0.6%
HDIM
1972
Hanson & Doremus Investment Management
Vermont
$5.29M +$847K +2,792 +18%
SHFG
1973
S Harris Financial Group
Texas
$5.28M -$14K -46 -0.3%
RBA
1974
Richard Bernstein Advisors
New York
$5.28M -$690K -2,272 -11%
LCM
1975
Leisure Capital Management
California
$5.27M -$167K -549 -3%

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.