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JPMorgan Chase

5,059 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, 2,274 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: 2,274

1.06% less ownership

Funds ownership: 73.33%72.26% (-1.1%)

1% less funds holding

Funds holding: 5,1255,059 (-66)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.4B)

15% less funds holding in top 10

Funds holding in top 10: 938794 (-144)

25% less call options, than puts

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

Holders
5,059
Holders Change
-66
Holders Change %
-1.29%
% of All Funds
62.13%
Holding in Top 10
794
Holding in Top 10 Change
-144
Holding in Top 10 Change %
-15.35%
% of All Funds
9.75%
New
205
Increased
2,117
Reduced
2,274
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
BHBT
2176
Burke & Herbert Bank & Trust
Virginia
$4.26M -$144K -476 -3%
EA
2177
Eclectic Associates
California
$4.26M -$56.8K -187 -1%
VWM
2178
VCI Wealth Management
Missouri
$4.25M -$8.5K -28 -0.2%
DFCM
2179
Dark Forest Capital Management
Puerto Rico
$4.25M +$3.21M +10,576 +273%
AF
2180
Apollon Financial
South Carolina
$4.25M +$965K +3,179 +28%
TTIC
2181
Tower Trust & Investment Company
Iowa
$4.22M -$12.1K -40 -0.3%
SEP
2182
Southland Equity Partners
Missouri
$4.22M +$40.4K +133 +0.9%
GA
2183
GoalVest Advisory
New York
$4.22M -$249K -819 -5%
JHCP
2184
Jackson Hole Capital Partners
Oklahoma
$4.21M -$10.6K -35 -0.2%
CFM
2185
Catalyst Funds Management
Australia
$4.2M +$88.9K +293 +2%
AMIM
2186
Aull & Monroe Investment Management
Alabama
$4.19M +$7.59K +25 +0.2%
EFG
2187
Everest Financial Group
Minnesota
$4.19M +$1.57M +5,180 +57%
SP
2188
SWS Partners
Ohio
$4.18M -$169K -557 -4%
CPC
2189
Congress Park Capital
New York
$4.18M +$39.5K +130 +0.9%
AIA
2190
Affinity Investment Advisors
California
$4.18M +$11.8K +39 +0.3%
LWM
2191
Lodestone Wealth Management
Washington
$4.18M -$20.6K -68 -0.5%
SAMT
2192
Select Asset Management & Trust
Pennsylvania
$4.17M +$301K +993 +8%
OWP
2193
ORG Wealth Partners
Texas
$4.17M +$337K +1,110 +8%
HA
2194
Hamel Associates
New Jersey
$4.17M -$232K -765 -5%
AWC
2195
Abundance Wealth Counselors
Pennsylvania
$4.17M +$322K +1,060 +8%
AI
2196
Axecap Investments
Ohio
$4.17M +$497K +1,638 +13%
BCM
2197
Beck Capital Management
Texas
$4.17M +$30K +99 +0.7%
HCM
2198
Highview Capital Management
Illinois
$4.16M +$193K +636 +5%
SFS
2199
Solitude Financial Services
Virginia
$4.16M +$502K +1,653 +14%
CP
2200
Canopy Partners
Ohio
$4.16M -$170K -560 -4%

JPM Hedge Fund Activity: Q1 2026 in Review

5,059 of the 8,142 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 2,274 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.

  • 5,059 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.