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JPMorgan Chase

5,061 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, 2,117 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: 206 | 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%72.28% (-1%)

1% less funds holding

Funds holding: 5,1255,061 (-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
5,061
Holders Change
-64
Holders Change %
-1.25%
% of All Funds
62.15%
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
2,117
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
KFA
2626
Kelleher Financial Advisors
New York
$2.69M -$108K -357 -4%
GGHC
2627
Gilder Gagnon Howe & Co
New York
$2.69M -$37.3K -123 -1%
TA
2628
TKG Advisors
Indiana
$2.69M -$34.3K -113 -1%
BWG
2629
Boomfish Wealth Group
Georgia
$2.69M +$2.44M +8,048 +743%
WP
2630
Westmount Partners
California
$2.68M +$121K +399 +5%
CF
2631
Claris Financial
Virginia
$2.68M +$39.5K +130 +1%
WEG
2632
World Equity Group
Illinois
$2.68M +$202K +667 +8%
ITFISA
2633
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.68M -$93.2K -307 -3%
MAM
2634
MWA Asset Management
Massachusetts
$2.68M +$60.1K +198 +2%
CPC
2635
CFC Planning Company
Indiana
$2.67M -$607 -2 -0%
SSWM
2636
Strait & Sound Wealth Management
California
$2.67M +$8.8K +29 +0.3%
EB
2637
Emprise Bank
Kansas
$2.67M -$86.8K -286 -3%
LAIC
2638
Lederer & Associates Investment Counsel
California
$2.67M +$6.98K +23 +0.3%
W
2639
Wealthquest
Ohio
$2.67M -$100K -331 -4%
CASB
2640
Cape Ann Savings Bank
Massachusetts
$2.66M +$356K +1,174 +15%
PRP
2641
Peak Retirement Planning
Ohio
$2.66M +$294K +968 +12%
VIPI
2642
Vista Investment Partners II
Indiana
$2.66M -$25.8K -85 -0.9%
SFM
2643
Signet Financial Management
New Jersey
$2.66M +$27.3K +90 +1%
AGDI
2644
Absolute Gestao de Investimentos
Brazil
$2.65M +$2.73M +9,000 New
CSC
2645
Caldwell Sutter Capital
California
$2.65M -$69.8K -230 -2%
BIA
2646
Benchmark Investment Advisors
Illinois
$2.64M +$2.73M +8,986 New
GPWM
2647
Grant Private Wealth Management
California
$2.64M +$63.1K +208 +2%
BFA
2648
Brown Financial Advisors
Ohio
$2.64M -$137K -452 -5%
HFM
2649
Hartford Funds Management
Pennsylvania
$2.64M -$2.13M -7,022 -44%
CA
2650
Carson Advisory
Georgia
$2.64M -$30.3K -100 -1%

JPM Hedge Fund Activity: Q1 2026 in Review

5,061 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: 206 funds opened new JPM positions and 177 closed out — a net gain of 29 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.

  • 5,061 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.
  • 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.