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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
TGAM
2126
TBH Global Asset Management
Tennessee
$4.47M -$32.8K -108 -0.7%
GWM
2127
Gibbs Wealth Management
Georgia
$4.47M +$3M +9,894 +187%
FVWA
2128
Foster Victor Wealth Advisors
South Carolina
$4.46M +$86.5K +285 +2%
OC
2129
Opinicus Capital
Florida
$4.46M -$480K -1,581 -9%
MPWS
2130
McCarter Private Wealth Services
Massachusetts
$4.45M +$288K +950 +7%
TAFW
2131
Tred Avon Family Wealth
Maryland
$4.44M -$36.4K -120 -0.8%
FCCM
2132
First City Capital Management
Georgia
$4.43M +$28.5K +94 +0.6%
FIC
2133
FCG Investment Company
Tennessee
$4.42M +$4.56M +15,034 New
OIS
2134
Okabena Investment Services
Minnesota
$4.42M -$707K -2,329 -13%
AIC
2135
Archer Investment Corporation
Indiana
$4.42M +$52.5K +173 +1%
SC
2136
Sawyer & Company
Massachusetts
$4.42M -$60.1K -198 -1%
QWP
2137
Quotient Wealth Partners
Texas
$4.41M +$303 +1 +0%
NA
2138
NWM Advisors
California
$4.41M -$214K -705 -4%
MFS
2139
Monetta Financial Services
Illinois
$4.41M -$910K -3,000 -17%
BL
2140
Bleichroeder LP
New York
$4.41M
CS
2141
Crescent Sterling
Louisiana
$4.4M -$40.4K -133 -0.9%
PWM
2142
Purus Wealth Management
California
$4.4M -$32.2K -106 -0.7%
AWM
2143
Aberdeen Wealth Management
Illinois
$4.4M
HFP
2144
Holistic Financial Partners
Indiana
$4.4M -$34.3K -113 -0.7%
CIP
2145
Convergence Investment Partners
Florida
$4.4M -$764K -2,516 -14%
AMG
2146
Advisors Management Group
Wisconsin
$4.39M -$923K -3,042 -17%
CIM
2147
Cambria Investment Management
California
$4.39M -$2M -6,585 -31%
VRM
2148
Vectors Research Management
New York
$4.39M +$69.8K +230 +2%
SIC
2149
Sterling Investment Counsel
New York
$4.38M -$169K -558 -4%
DBIA
2150
Dumont & Blake Investment Advisors
New Jersey
$4.37M -$90.4K -298 -2%

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.