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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
BWP
2576
Balboa Wealth Partners
Arizona
$2.82M -$378K -1,246 -11%
RC
2577
Reik & Co
New York
$2.82M
DBG
2578
De Burlo Group
Massachusetts
$2.82M +$12.1K +40 +0.4%
WIA
2579
Westview Investment Advisors
Vermont
$2.81M -$290K -957 -9%
MFP
2580
Meridian Financial Partners
Virginia
$2.81M -$3.34K -11 -0.1%
BC
2581
Barrett & Company
Rhode Island
$2.81M +$44.3K +146 +2%
CCA
2582
Childress Capital Advisors
Texas
$2.81M -$348K -1,146 -11%
KCPT
2583
Kingstone Capital Partners Texas
Texas
$2.8M -$120K -395 -4%
AWMT
2584
AAFMAA Wealth Management & Trust
North Carolina
$2.8M -$4.86K -16 -0.2%
CIM
2585
Chapman Investment Management
California
$2.8M
SSA
2586
South Street Advisors
New York
$2.8M +$29.4K +97 +1%
VWM
2587
Vivid Wealth Management
Iowa
$2.8M -$37.6K -124 -1%
CWM
2588
Chesapeake Wealth Management
Virginia
$2.8M -$91K -300 -3%
AC
2589
Asio Capital
Kentucky
$2.79M -$21.2K -70 -0.7%
GWCM
2590
Godshalk Welsh Capital Management
Pennsylvania
$2.79M -$25.8K -85 -0.9%
GCM
2591
Genus Capital Management
British Columbia, Canada
$2.79M -$991K -3,265 -26%
MWA
2592
Medallion Wealth Advisors
Connecticut
$2.79M +$111K +367 +4%
WIM
2593
Walsky Investment Management
Pennsylvania
$2.79M +$166K +548 +6%
PWC
2594
PYA Waltman Capital
Tennessee
$2.79M -$993K -3,273 -26%
PAS
2595
PKS Advisory Services
New York
$2.79M +$1.23M +4,050 +75%
KMWM
2596
Keudell/Morrison Wealth Management
Oregon
$2.79M +$179K +590 +7%
DWM
2597
Drive Wealth Management
Utah
$2.78M -$113K -371 -4%
SCM
2598
Spreng Capital Management
Ohio
$2.78M -$133K -439 -4%
SNBOSD
2599
Security National Bank of So Dak
Iowa
$2.78M -$7.59K -25 -0.3%
DWM
2600
Ducere Wealth Management
California
$2.77M -$202K -667 -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.