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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
JFA
2701
JNBA Financial Advisors
Minnesota
$2.52M +$5.46K +18 +0.2%
GWS
2702
Greykasell Wealth Strategies
California
$2.52M -$4.25K -14 -0.2%
SIA
2703
Serenity Investment Advisors
Illinois
$2.52M +$69.5K +229 +3%
WIA
2704
Westbourne Investment Advisors
Maryland
$2.52M -$30.3K -100 -1%
LIA
2705
LBMC Investment Advisors
Tennessee
$2.51M -$58.3K -192 -2%
OPWM
2706
Oakwell Private Wealth Management
Texas
$2.51M +$166K +547 +7%
BCP
2707
Berkeley Capital Partners
Georgia
$2.51M +$1.14M +3,740 +78%
PAM
2708
PCG Asset Management
New Jersey
$2.51M -$21.5K -71 -0.8%
I
2709
INVST
Indiana
$2.51M -$430K -1,417 -14%
AF
2710
Affiance Financial
Minnesota
$2.51M -$607 -2 -0%
DE
2711
Defiance ETFs
New York
$2.51M +$2.59M +8,520 New
LCM
2712
Lazari Capital Management
California
$2.5M -$40.1K -132 -2%
FCA
2713
Fortis Capital Advisors
Kansas
$2.5M +$164K +542 +7%
CMANY
2714
Capital Management Associates (New York)
New York
$2.5M
CAG
2715
Curtis Advisory Group
California
$2.5M +$425K +1,400 +20%
VCM
2716
Vision Capital Management
Oregon
$2.5M -$910 -3 -0%
LSIA
2717
LaSalle St. Investment Advisors
Illinois
$2.49M +$314K +1,034 +14%
MMM
2718
Mendel Money Management
Illinois
$2.49M +$186K +612 +8%
LFP
2719
Lakeshore Financial Planning
Michigan
$2.49M +$17K +56 +0.7%
RB
2720
Rodgers Brothers
Pennsylvania
$2.49M -$82.5K -272 -3%
PWP
2721
Pursue Wealth Partners
California
$2.49M -$29.1K -96 -1%
SCI
2722
Stableford Capital II
Arizona
$2.49M -$301K -993 -11%
MPCG
2723
Matrix Private Capital Group
New York
$2.49M +$11.8K +39 +0.5%
KWM
2724
Keebeck Wealth Management
Illinois
$2.48M +$715K +2,355 +39%
CIA
2725
Citadel Investment Advisory
Ohio
$2.48M -$53.7K -177 -2%

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.