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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
MCWA
2401
Meadow Creek Wealth Advisors
Georgia
$3.37M -$23.4K -77 -0.7%
EHWM
2402
Eads & Heald Wealth Management
Georgia
$3.37M -$58.3K -192 -2%
FH
2403
FWG Holdings
Florida
$3.37M -$228K -751 -6%
GA
2404
Greenspring Advisors
Maryland
$3.37M +$182K +599 +6%
OFS
2405
OMC Financial Services
New York
$3.36M +$314K +1,035 +10%
LC
2406
LCNB Corp
Ohio
$3.36M -$165K -545 -5%
CPC
2407
Cookson Peirce & Co
Pennsylvania
$3.36M -$78.6K -259 -2%
MFWP
2408
Mosaic Family Wealth Partners
Missouri
$3.36M +$71.9K +237 +2%
SCG
2409
Sonata Capital Group
Washington
$3.36M -$30.3K -100 -0.9%
MIM
2410
Miller Investment Management
Pennsylvania
$3.36M
RA
2411
Rockingstone Advisors
Massachusetts
$3.35M -$3.04K -10 -0.1%
MHIC
2412
Marble Harbor Investment Counsel
Massachusetts
$3.35M +$159K +525 +5%
MSS
2413
Mitchell Sinkler & Starr
Pennsylvania
$3.35M -$303 -1 -0%
AFM
2414
Aspetuck Financial Management
Connecticut
$3.35M +$48.9K +161 +1%
YP
2415
YANKCOM Partnership
South Dakota
$3.35M +$122K +403 +4%
CAM
2416
Clark Asset Management
New Hampshire
$3.35M +$323K +1,065 +10%
MEG
2417
Millstone Evans Group
Colorado
$3.34M +$17.6K +58 +0.5%
MCC
2418
Money Concepts Capital
Florida
$3.34M +$424K +1,398 +14%
CF
2419
Convergence Financial
Missouri
$3.33M -$1.26M -4,149 -27%
JJBC
2420
James J. Burns & Company
New York
$3.33M -$2.12M -6,995 -38%
VC
2421
Vicus Capital
Pennsylvania
$3.33M -$107K -351 -3%
AC
2422
Aldebaran Capital
Indiana
$3.32M
LWP
2423
LFG Wealth Partners
Kentucky
$3.32M +$432K +1,422 +14%
AA
2424
Auxano Advisors
Washington
$3.31M -$75K -247 -2%
DBFM
2425
Dickmeyer Boyce Financial Management
Indiana
$3.31M +$3.41M +11,241 New

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.