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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
WIM
2276
Wiregrass Investment Management
Georgia
$3.86M +$20.9K +69 +0.5%
AW
2277
Alaethes Wealth
Nevada
$3.85M +$41.3K +136 +1%
LIM
2278
Loudon Investment Management
New Hampshire
$3.84M -$182K -600 -4%
EBWM
2279
Eagle Bluffs Wealth Management
Missouri
$3.84M +$48.6K +160 +1%
UM
2280
Ulysses Management
New York
$3.82M -$2.73M -9,000 -41%
ICP
2281
Interchange Capital Partners
Pennsylvania
$3.82M -$644K -2,123 -13%
TC
2282
TFR Capital
Texas
$3.81M +$1.91M +6,290 +94%
AA
2283
Aire Advisors
California
$3.81M +$102K +336 +3%
SSA
2284
Sierra Summit Advisors
Nevada
$3.81M +$643K +2,119 +20%
CGIM
2285
Capital Group Investment Management
Singapore
$3.81M -$1.16M -3,826 -23%
MSFS
2286
Main Street Financial Solutions
Pennsylvania
$3.8M +$39.5K +130 +1%
PWP
2287
Precedent Wealth Partners
Texas
$3.8M +$60.4K +199 +2%
BW
2288
BIP Wealth
Georgia
$3.8M -$753K -2,482 -16%
WA
2289
Wealth Architects
California
$3.8M -$54.9K -181 -1%
DAS
2290
DMKC Advisory Services
Iowa
$3.8M +$161K +529 +4%
HCM
2291
Howard Capital Management
Georgia
$3.8M -$3.91M -12,879 -50%
GIM
2292
Generali Investments Management
Slovenia
$3.79M -$1.14M -3,768 -23%
BB
2293
Burford Brothers
Texas
$3.78M -$4.55K -15 -0.1%
WC
2294
Weil Company
California
$3.78M -$149K -490 -4%
BFA
2295
Brendel Financial Advisors
New Hampshire
$3.77M -$3.04K -10 -0.1%
CA
2296
CGN Advisors
Kansas
$3.76M +$110K +361 +3%
ACM
2297
Allred Capital Management
Texas
$3.76M +$73.1K +241 +2%
RWP
2298
Revolve Wealth Partners
New Jersey
$3.76M -$405K -1,334 -9%
MW
2299
Maia Wealth
Colorado
$3.76M +$616K +2,031 +19%
XWL
2300
XXI Wealth LLC
Illinois
$3.75M -$299K -985 -7%

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.