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JPMorgan Chase

5,060 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, 2,275 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: 2,275

1.05% less ownership

Funds ownership: 73.33%72.27% (-1.1%)

1% less funds holding

Funds holding: 5,1255,060 (-65)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.3B)

15% less funds holding in top 10

Funds holding in top 10: 938795 (-143)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,060
Holders Change
-65
Holders Change %
-1.27%
% of All Funds
62.14%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
205
Increased
2,117
Reduced
2,275
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
LCM
1976
Leisure Capital Management
California
$5.27M -$167K -549 -3%
LOIM
1977
Liberty One Investment Management
Illinois
$5.27M +$1.2M +3,967 +28%
TP
1978
Tranquility Partners
Tennessee
$5.26M -$4.86K -16 -0.1%
PWG
1979
Portside Wealth Group
Utah
$5.26M +$68.9K +227 +1%
MCA
1980
Magnolia Capital Advisors
Mississippi
$5.25M +$319K +1,050 +6%
AIM
1981
Advyzon Investment Management
Illinois
$5.24M +$652K +2,147 +14%
HBT
1982
Heartland Bank & Trust
Illinois
$5.23M +$1.51M +4,962 +39%
DA
1983
Denali Advisors
California
$5.23M +$152K +500 +3%
WC
1984
Westerkirk Capital
$5.22M +$3.62M +11,920 +204%
OL
1985
Optas LLC
Texas
$5.22M +$140K +461 +3%
WFA
1986
Wellspring Financial Advisors
Ohio
$5.22M +$430K +1,416 +9%
ARC
1987
Advisor Resource Council
Texas
$5.21M -$267K -879 -5%
IFPG
1988
Intrepid Financial Planning Group
Indiana
$5.21M -$1.36M -4,488 -20%
DACS
1989
Dymon Asia Capital (Singapore)
Singapore
$5.2M +$5.37M +17,689 New
SFG
1990
Snider Financial Group
Washington
$5.2M -$6.68K -22 -0.1%
YDMI
1991
Y.D. More Investments
Israel
$5.19M +$2.95M +9,711 +122%
3IP
1992
3Chopt Investment Partners
Virginia
$5.18M -$74K -244 -1%
FMTCOCP
1993
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.17M -$219K -721 -4%
CBT
1994
Central Bank & Trust
Kentucky
$5.15M +$419K +1,382 +9%
MUAMU
1995
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.15M -$1.82M -6,000 -26%
BCM
1996
Brookmont Capital Management
Texas
$5.14M +$204K +671 +4%
JWM
1997
Jessup Wealth Management
Ohio
$5.14M -$14.3K -47 -0.3%
ABWM
1998
Alpine Bank Wealth Management
Colorado
$5.12M -$63.4K -209 -1%
RCA
1999
Ranch Capital Advisors
Florida
$5.12M +$151K +496 +3%
KP
2000
Keel Point
Alabama
$5.12M -$736K -2,425 -12%

JPM Hedge Fund Activity: Q1 2026 in Review

5,060 of the 8,143 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 2,275 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.

  • 5,060 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.