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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
CP
2201
Canopy Partners
Ohio
$4.16M -$170K -560 -4%
BI
2202
Ballast Inc
Kentucky
$4.14M +$95.9K +316 +2%
KJWM
2203
Kiley Juergens Wealth Management
Washington
$4.14M -$66.2K -218 -2%
GFPC
2204
Global Financial Private Client
Florida
$4.13M +$272K +896 +7%
WCM
2205
Weik Capital Management
Pennsylvania
$4.13M -$90.1K -297 -2%
WI
2206
Wealth Intelligence
Georgia
$4.13M -$41K -135 -1%
IIA
2207
IPG Investment Advisors
California
$4.12M +$472K +1,556 +12%
DI
2208
DAGCO Inc
Ohio
$4.12M +$44.6K +147 +1%
SN
2209
Sittner & Nelson
Oregon
$4.12M -$56.8K -187 -1%
WAM
2210
Weatherly Asset Management
California
$4.11M -$5.77K -19 -0.1%
LI
2211
LRI Investments
Florida
$4.11M -$971K -3,198 -8%
BCG
2212
Breakwater Capital Group
New Jersey
$4.1M +$8.8K +29 +0.2%
CFS
2213
Commonwealth Financial Services
West Virginia
$4.1M -$469K -1,545 -10%
GSWM
2214
Golden State Wealth Management
California
$4.1M +$308K +1,014 +8%
TAP
2215
Tounjian Advisory Partners
Florida
$4.1M -$382K -1,258 -8%
CIM
2216
CIM Investment Management
Pennsylvania
$4.1M -$18.8K -62 -0.4%
WA
2217
Waddell & Associates
Tennessee
$4.09M +$318K +1,047 +8%
AWA
2218
Alta Wealth Advisors
Massachusetts
$4.09M +$54K +178 +1%
PFSC
2219
Peoples Financial Services Corp
Pennsylvania
$4.09M -$70.4K -232 -2%
SIP
2220
Snowwater Investment Partners
Connecticut
$4.08M +$32.8K +108 +0.8%
OWM
2221
Orca Wealth Management
Florida
$4.08M -$54K -178 -1%
BFIC
2222
Bedell Frazier Investment Counselling
California
$4.07M -$85.6K -282 -2%
AWM
2223
Ameliora Wealth Management
Switzerland
$4.07M -$90.7K -299 -2%
CA
2224
Cornerstone Advisory
Maryland
$4.07M +$133K +439 +3%
AIC
2225
Argus Investors Counsel
New York
$4.07M +$70.7K +233 +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.