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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
DG
2751
Dala Group
Illinois
$2.42M -$543K -1,788 -18%
PFS
2752
Physicians Financial Services
North Carolina
$2.42M +$138K +455 +6%
6F
2753
626 Financial
Michigan
$2.42M -$337K -1,111 -12%
EP
2754
Edgestream Partners
New Jersey
$2.41M -$4.96M -16,358 -67%
FAG
2755
Fortitude Advisory Group
Washington
$2.41M +$240K +790 +11%
BST
2756
Bath Savings Trust
Maine
$2.4M -$580K -1,910 -19%
CVM
2757
Cheviot Value Management
California
$2.4M
KWS
2758
Keystone Wealth Services
California
$2.4M -$477K -1,572 -16%
TWM
2759
Tortuga Wealth Management
California
$2.4M +$342K +1,126 +16%
AP
2760
Anchyra Partners
Georgia
$2.4M +$100K +331 +4%
FF
2761
Farrow Financial
Vermont
$2.4M -$655K -2,158 -21%
AAG
2762
Asset Advisory Group
New Jersey
$2.4M -$303 -1 -0%
EWS
2763
Eagle Wealth Strategies
New Jersey
$2.4M -$17.6K -58 -0.7%
GC
2764
Gilbert & Cook
Iowa
$2.39M -$479K -1,579 -16%
TF
2765
Tudor Financial
Ohio
$2.39M +$2.12K +7 +0.1%
KLWA
2766
Kelly Lawrence W & Associates
California
$2.38M
SWRP
2767
Summit Wealth & Retirement Planning
California
$2.38M +$7.59K +25 +0.3%
WW
2768
Waterfront Wealth
Kansas
$2.38M -$555K -1,829 -18%
EW
2769
Element Wealth
Mississippi
$2.38M -$60.4K -199 -2%
TWM
2770
TriaGen Wealth Management
California
$2.38M -$65.2K -215 -3%
LF
2771
Lantz Financial
Illinois
$2.38M -$37.9K -125 -2%
AWM
2772
Accel Wealth Management
Iowa
$2.38M -$2.43K -8 -0.1%
WSA
2773
Warm Springs Advisors
California
$2.37M
CFGW
2774
Chancellor Financial Group WB
Pennsylvania
$2.37M -$35.8K -118 -1%
AWS
2775
Aspen Wealth Strategies
Colorado
$2.37M -$33.7K -111 -1%

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.