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JPMorgan Chase

5,062 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 2,118 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: 206 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,118 | Existing positions reduced: 2,275

1.05% less ownership

Funds ownership: 73.33%72.28% (-1%)

1% less funds holding

Funds holding: 5,1265,062 (-64)

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
5,062
Holders Change
-64
Holders Change %
-1.25%
% 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
206
Increased
2,118
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
DWM
2601
Ducere Wealth Management
California
$2.77M -$202K -667 -7%
TB
2602
Terril Brothers
Missouri
$2.77M -$58.6K -193 -2%
HNWAG
2603
High Net Worth Advisory Group
Florida
$2.77M -$172K -567 -6%
AHIA
2604
Andrew Hill Investment Advisors
Florida
$2.77M -$3.77M -12,431 -57%
CPC
2605
Cadia Private Client
New Jersey
$2.76M +$135K +446 +5%
FMN
2606
Financial Management Network
California
$2.76M -$10.3K -34 -0.4%
TPW
2607
Talon Private Wealth
Florida
$2.75M +$2.84M +9,365 New
NAMNJ
2608
NorthStar Asset Management (New Jersey)
New Jersey
$2.75M -$136K -447 -5%
MSCM
2609
McElhenny Sheffield Capital Management
Texas
$2.75M +$51.3K +169 +2%
MTC
2610
Matrix Trust Company
Colorado
$2.75M -$11.5K -38 -0.4%
QFA
2611
Quantum Financial Advisors
California
$2.74M +$1.82K +6 +0.1%
SCM
2612
Sunbeam Capital Management
Georgia
$2.74M +$120K +394 +4%
FA
2613
Faithward Advisors
Pennsylvania
$2.74M -$36.4K -120 -1%
BDF
2614
Black Diamond Financial
Maryland
$2.74M +$2.73K +9 +0.1%
COCM
2615
Charter Oak Capital Management
New Hampshire
$2.73M -$211K -694 -7%
NEWAS
2616
N.E.W. Advisory Services
Wisconsin
$2.73M -$9.41K -31 -0.3%
MCI
2617
MRP Capital Investments
Georgia
$2.73M +$74.4K +245 +3%
LA
2618
LexAurum Advisors
Kansas
$2.73M +$2.82M +9,281 New
GWP
2619
Gen-Wealth Partners
Michigan
$2.73M +$163K +537 +6%
MFG
2620
Mosaic Financial Group
Illinois
$2.72M -$4.86K -16 -0.2%
WCAMG
2621
Woodard & Company Asset Management Group
North Carolina
$2.72M -$39.8K -131 -1%
IF
2622
IRON Financial
Illinois
$2.71M +$65.2K +215 +2%
MCM
2623
Mendel Capital Management
Arkansas
$2.7M +$2.79M +9,195 New
PWM
2624
Prentice Wealth Management
New York
$2.7M -$24.9K -82 -0.9%
KFA
2625
Kapstone Financial Advisors
Ohio
$2.69M +$86.8K +286 +3%

JPM Hedge Fund Activity: Q1 2026 in Review

5,062 of the 8,146 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: 206 funds opened new JPM positions and 177 closed out — a net gain of 29 holders — while 2,118 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.

  • 5,062 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,126 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 206 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +29 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.