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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
BAM
2251
Bayview Asset Management
Florida
$3.97M +$303K +1,000 +8%
FM
2252
Freemont Management
Switzerland
$3.97M +$3.19M +10,500 +350%
MW
2253
MBL Wealth
North Carolina
$3.97M -$11.8K -39 -0.3%
TW
2254
Tempo Wealth
Ohio
$3.97M +$663K +2,185 +19%
TLCM
2255
Twin Lakes Capital Management
California
$3.96M -$129K -426 -3%
PEA
2256
Park Edge Advisors
Ohio
$3.96M -$46.7K -154 -1%
GCP
2257
GSA Capital Partners
United Kingdom
$3.96M +$4.09M +13,461 New
TIA
2258
Traphagen Investment Advisors
New Jersey
$3.96M +$43.7K +144 +1%
FNBOH
2259
First National Bank of Hutchinson
Kansas
$3.95M +$81.6K +269 +2%
ALAM
2260
Asahi Life Asset Management
Japan
$3.95M +$289K +952 +8%
SOS
2261
Silver Oak Securities
Tennessee
$3.95M -$142K -469 -3%
G
2262
GenTrust
Florida
$3.93M +$2.59M +8,534 +177%
YWS
2263
Yarger Wealth Strategies
Ohio
$3.93M +$249K +822 +7%
PCH
2264
PGIM Custom Harvest
New Jersey
$3.92M -$449K -1,478 -10%
LWP
2265
LMG Wealth Partners
Louisiana
$3.92M +$6.98K +23 +0.2%
NAMP
2266
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.92M
DTC
2267
Davidson Trust Company
Washington
$3.9M +$193K +636 +5%
FDS
2268
First Dallas Securities
Texas
$3.89M +$15.5K +51 +0.4%
BFA
2269
Benedict Financial Advisors
Georgia
$3.88M -$84.1K -277 -2%
GWM
2270
Greenwich Wealth Management
Connecticut
$3.88M +$76.5K +252 +2%
CMI
2271
Clare Market Investments
Texas
$3.88M +$4M +13,178 New
SFG
2272
SageGuard Financial Group
Tennessee
$3.87M +$910K +2,998 +29%
MCM
2273
Manchester Capital Management
Vermont
$3.87M -$210K -691 -5%
TCPW
2274
Twin City Private Wealth
North Carolina
$3.87M -$246K -811 -6%
JKA
2275
Jones Kertz & Associates
Minnesota
$3.86M -$31.9K -105 -0.8%

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.