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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
PPC
2026
Park Place Capital
Alabama
$5.01M +$358K +1,180 +7%
FBC
2027
Fairfield, Bush & Co
Connecticut
$5M -$92.3K -304 -2%
TWP
2028
Triad Wealth Partners
Kansas
$5M +$314K +1,034 +6%
BCM
2029
Boltwood Capital Management
California
$5M +$39.5K +130 +0.8%
MHWM
2030
Montz Harcus Wealth Management
Louisiana
$4.98M +$1.29M +4,246 +33%
MFS
2031
Mattson Financial Services
Michigan
$4.98M -$910 -3 -0%
TC
2032
Tannin Capital
North Carolina
$4.97M +$585K +1,927 +13%
TWM
2033
Tradition Wealth Management
Minnesota
$4.97M +$14.9K +49 +0.3%
BCA
2034
Bay Colony Advisors
Massachusetts
$4.96M -$175K -575 -3%
TCM
2035
Triumph Capital Management
Colorado
$4.96M +$600K +1,978 +13%
WA
2036
WP Advisors
California
$4.95M -$910 -3 -0%
SP
2037
Stonebrook Private
Michigan
$4.95M -$39.8K -131 -0.8%
LA
2038
Legacy Advisors
Pennsylvania
$4.94M -$221K -729 -4%
PE
2039
PCM Encore
Colorado
$4.93M +$83.8K +276 +2%
BCM
2040
Blume Capital Management
California
$4.93M -$1.08M -3,554 -18%
IF
2041
Integrity Financial
Wyoming
$4.92M +$131K +433 +3%
NAS
2042
NWF Advisory Services
California
$4.92M -$551K -1,816 -10%
IAS
2043
Investment Advisory Services
Texas
$4.91M -$64.9K -214 -1%
SC
2044
Searle & Co
Connecticut
$4.91M
SICM
2045
Sustainable Insight Capital Management
New York
$4.9M +$1.26M +4,160 +33%
C
2046
Certuity
Florida
$4.89M -$628K -2,069 -11%
NI
2047
Natural Investments
California
$4.87M +$11.5K +38 +0.2%
BCM
2048
Brasada Capital Management
Texas
$4.87M +$146K +480 +3%
FFS
2049
Founders Financial Securities
Maryland
$4.86M -$628K -2,068 -12%
KM
2050
KP Management
Minnesota
$4.86M

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.