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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
4WM
2051
44 Wealth Management
Oregon
$4.86M -$329K -1,083 -6%
BSA
2052
Bull Street Advisors
Georgia
$4.85M -$54.6K -180 -1%
RE
2053
Rydar Equities
Texas
$4.84M +$122K +403 +3%
VFA
2054
Voya Financial Advisors
Connecticut
$4.84M -$268K -884 -5%
VFM
2055
Vision Financial Markets
Connecticut
$4.83M -$49.5K -163 -1%
MIM
2056
Marshall Investment Management
Colorado
$4.82M +$286K +941 +6%
ZI
2057
ZEGA Investments
Florida
$4.81M +$13.7K +45 +0.3%
CCM
2058
Condor Capital Management
New Jersey
$4.79M +$32.8K +108 +0.7%
TCM
2059
Tandem Capital Management
New Jersey
$4.77M -$57.7K -190 -1%
RFA
2060
Resurgent Financial Advisors
Georgia
$4.75M -$186K -613 -4%
FCA
2061
FLC Capital Advisors
California
$4.74M +$63.1K +208 +1%
LFP
2062
Leeward Financial Partners
Washington
$4.74M +$2.4M +7,912 +96%
MC
2063
Martin & Co
Tennessee
$4.74M +$49.2K +162 +1%
PL
2064
Perpetual Ltd
Australia
$4.74M +$653K +2,151 +15%
CTC
2065
Cetera Trust Company
Minnesota
$4.73M -$235K -775 -5%
HVP
2066
Hudson Value Partners
Florida
$4.73M +$315K +1,037 +7%
BFPW
2067
BOK Financial Private Wealth
Colorado
$4.72M -$313K -1,033 -6%
WA
2068
Wealth Alliance
New York
$4.71M -$267K -880 -5%
LGA
2069
Lebenthal Global Advisors
New York
$4.71M +$2.15M +7,081 +79%
CFA
2070
Churchill Financial Advisors
Kentucky
$4.71M +$1.32M +4,344 +37%
FAMI
2071
Fideuram Asset Management (Ireland)
$4.7M -$7.76M -25,580 -62%
BFA
2072
Beaumont Financial Advisors
Massachusetts
$4.7M -$241K -795 -5%
CC
2073
Centiva Capital
New York
$4.7M +$4.85M +15,975 New
IWA
2074
Invera Wealth Advisors
Oregon
$4.7M -$30.7K -101 -0.6%
VNT
2075
Vanguard National Trust
Pennsylvania
$4.69M +$4.84M +15,957 New

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.