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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
SC
2076
SummitTX Capital
Texas
$4.69M +$4.84M +15,938 New
CB
2077
CNB Bank
Pennsylvania
$4.68M -$4.55K -15 -0.1%
CCG
2078
Chatham Capital Group
Georgia
$4.67M +$57.1K +188 +1%
OMC
2079
Overbrook Management Corp
New York
$4.66M +$846K +2,788 +21%
MA
2080
MJP Associates
Connecticut
$4.65M -$17K -56 -0.4%
BIP
2081
Blueprint Investment Partners
North Carolina
$4.64M -$826K -2,723 -15%
SI
2082
Saxon Interests
Texas
$4.64M +$161K +529 +3%
IIA
2083
Integral Investment Advisors
California
$4.64M +$131K +433 +3%
GI
2084
GS Investments
Minnesota
$4.63M +$30.3K +100 +0.6%
FUBT
2085
First United Bank & Trust
Maryland
$4.63M -$486K -1,600 -9%
EARNEST Partners
2086
EARNEST Partners
Georgia
$4.63M -$4.64M -15,273 -49%
RMP
2087
Richards, Merrill & Peterson
Washington
$4.63M +$107K +354 +2%
SAM
2088
Sawgrass Asset Management
Florida
$4.62M -$239K -787 -5%
IFWM
2089
Institute for Wealth Management
Colorado
$4.62M +$910 +3 +0%
CBT
2090
Crews Bank & Trust
Florida
$4.61M -$42.5K -140 -0.9%
LI
2091
Lafayette Investments
Maryland
$4.61M -$69.5K -229 -1%
UWPG
2092
Ullmann Wealth Partners Group
Florida
$4.6M -$607 -2 -0%
NIM
2093
Niles Investment Management
Florida
$4.6M +$4.75M +15,646 New
CWA
2094
Consilium Wealth Advisory
Texas
$4.59M +$1.01M +3,344 +27%
AFA
2095
Antonelli Financial Advisors
Michigan
$4.59M -$268K -884 -5%
IF
2096
Ironwood Financial
Arizona
$4.59M +$3.64K +12 +0.1%
FFS
2097
Flavin Financial Services
Florida
$4.58M +$247K +814 +6%
DA
2098
Dillon & Associates
Michigan
$4.58M -$24.6K -81 -0.5%
TCPG
2099
Trivant Custom Portfolio Group
California
$4.58M -$31.3K -103 -0.7%
LCM
2100
Legato Capital Management
California
$4.58M -$236K -779 -5%

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.