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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
HCCM
2426
Hudson Canyon Capital Management
New York
$3.31M -$18.2K -60 -0.5%
RWM
2427
Revisor Wealth Management
Ohio
$3.3M -$48.9K -161 -1%
HNB
2428
Hilltop National Bank
Wyoming
$3.29M +$2.43K +8 +0.1%
SGC
2429
Slocum, Gordon & Co
Rhode Island
$3.28M -$97.1K -320 -3%
DAM
2430
Directional Asset Management
Illinois
$3.28M -$3.34K -11 -0.1%
SA
2431
Scarborough Advisors
Maryland
$3.27M +$40.4K +133 +1%
WDL
2432
Well Done LLC
Michigan
$3.26M -$56.1K -185 -2%
IQI
2433
Integrated Quantitative Investments
Washington
$3.26M +$1.9M +6,269 +130%
PCMN
2434
Paradigm Capital Management (Nevada)
Nevada
$3.26M -$42.5K -140 -1%
EB
2435
Exchange Bank
California
$3.26M
CPA
2436
Capital Planning Advisors
California
$3.25M -$333K -1,096 -9%
SC
2437
Sepio Capital
Utah
$3.25M -$247K -814 -7%
SFC
2438
SYM Financial Corp
Indiana
$3.24M -$27.6K -91 -0.8%
FI
2439
FinArc Investments
Massachusetts
$3.24M +$3.35M +11,027 New
WDC
2440
Woodward Diversified Capital
California
$3.24M -$406K -1,337 -11%
BI
2441
Bradyco Inc
Massachusetts
$3.24M +$148K +489 +5%
BOJHT
2442
Bank of Jackson Hole Trust
Wyoming
$3.23M +$117K +387 +4%
PFWA
2443
Paces Ferry Wealth Advisors
Georgia
$3.22M -$12.7K -42 -0.4%
WPA
2444
West Paces Advisors
Georgia
$3.22M -$13.1K -43 -0.4%
CAM
2445
Cozad Asset Management
Illinois
$3.22M -$376K -1,239 -10%
MAG
2446
Meadowbrook Advisors Group
New Jersey
$3.22M -$263K -865 -7%
RFA
2447
ROI Financial Advisors
Oregon
$3.22M +$188K +620 +6%
GSC
2448
G&S Capital
Colorado
$3.21M -$11.8K -39 -0.4%
IP
2449
Ignite Planners
California
$3.21M +$54.3K +179 +2%
SPWM
2450
Schrum Private Wealth Management
Florida
$3.2M -$23.1K -76 -0.7%

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.