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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
WG
2676
WMS Group
Louisiana
$2.58M -$8.5K -28 -0.3%
MCM
2677
Mainstream Capital Management
California
$2.58M +$34.6K +114 +1%
MWM
2678
Mosley Wealth Management
California
$2.58M -$67.7K -223 -3%
HFAS
2679
Hummer Financial Advisory Services
Illinois
$2.57M +$157K +516 +6%
NWAG
2680
Net Worth Advisory Group
Utah
$2.57M -$67.1K -221 -2%
MKC
2681
M. Kraus & Co
Vermont
$2.57M -$7.59K -25 -0.3%
LSA
2682
Leonteq Securities AG
Switzerland
$2.56M -$5M -16,489 -65%
SI
2683
Shaker Investments
Ohio
$2.56M -$3.36M -11,087 -56%
CSB
2684
City State Bank
Iowa
$2.56M +$71.9K +237 +3%
FG
2685
Foster Group
Iowa
$2.56M +$163K +536 +7%
IJWM
2686
Inman Jager Wealth Management
Mississippi
$2.55M +$86.2K +284 +3%
APA
2687
Astoria Portfolio Advisors
New York
$2.55M +$48K +158 +2%
NAG
2688
Northstar Advisory Group
New Jersey
$2.54M -$2.07M -6,805 -44%
OBGC
2689
O'Brien Greene & Co
Pennsylvania
$2.54M -$11.2K -37 -0.4%
FRA
2690
Front Row Advisors
California
$2.54M -$7.28K -24 -0.3%
WWM
2691
Waterway Wealth Management
Texas
$2.54M +$219K +721 +9%
RA
2692
RoundAngle Advisors
New Jersey
$2.54M -$15.2K -50 -0.6%
VCM
2693
Virtue Capital Management
Tennessee
$2.53M -$223K -735 -8%
SIC
2694
Samalin Investment Counsel
New York
$2.53M -$82.9K -273 -3%
OFS
2695
Orrstown Financial Services
Pennsylvania
$2.53M -$319K -1,050 -11%
FCB
2696
First County Bank
Connecticut
$2.53M +$117K +384 +5%
CAG
2697
Centerpoint Advisory Group
Kansas
$2.52M
GIP
2698
Greatmark Investment Partners
Georgia
$2.52M +$877K +2,890 +51%
CWWM
2699
Clear Wave Wealth Management
New Jersey
$2.52M +$2.6M +8,575 New
CAM
2700
Costello Asset Management
Pennsylvania
$2.52M +$254K +837 +11%

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.