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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
OFA
2801
Orographic Financial Advisors
Colorado
$2.3M +$2.38M +7,830 New
RA
2802
Rational Advisors
New York
$2.3M +$716K +2,360 +43%
WLPWM
2803
Walled Lake Planning & Wealth Management
Illinois
$2.3M -$93.8K -309 -4%
PWM
2804
Paulson Wealth Management
Illinois
$2.3M -$89.8K -296 -4%
TFA
2805
Transamerica Financial Advisors
Florida
$2.29M +$288K +950 +14%
NWM
2806
Northwest Wealth Management
Iowa
$2.29M -$8.5K -28 -0.4%
SLP
2807
Storen Legacy Partners
Indiana
$2.29M -$27.6K -91 -1%
WAL
2808
W Advisors LLC
Tennessee
$2.29M -$121K -399 -5%
ASBI
2809
American State Bank (Iowa)
Iowa
$2.28M +$18.8K +62 +0.8%
SR
2810
Syntax Research
Florida
$2.28M -$31.6K -104 -1%
CUAMC
2811
China Universal Asset Management Company
China
$2.28M +$177K +583 +8%
GCC
2812
Game Creek Capital
Massachusetts
$2.28M -$75.9K -250 -3%
WA
2813
Westfuller Advisors
New York
$2.28M +$254K +837 +12%
LWMNY
2814
Landmark Wealth Management (New York)
New York
$2.28M +$2.35M +7,745 New
GHAM
2815
Gilman Hill Asset Management
Connecticut
$2.28M -$85.6K -282 -4%
CPG
2816
Cornerstone Planning Group
New Jersey
$2.28M +$80.7K +266 +4%
RHIG
2817
R.H. Investment Group
Arizona
$2.28M
PA
2818
Promethium Advisors
Maryland
$2.27M +$111K +365 +5%
GTAM
2819
Global Trust Asset Management
Florida
$2.27M -$63.1K -208 -3%
TCOTS
2820
Trust Company of the South
North Carolina
$2.27M +$39.8K +131 +2%
QFW
2821
QTR Family Wealth
Florida
$2.26M -$51.9K -171 -2%
KCM
2822
KRS Capital Management
Michigan
$2.26M +$9.41K +31 +0.4%
WAM
2823
Weiss Asset Management
Massachusetts
$2.26M +$2.33M +7,670 New
CWM
2824
Castle Wealth Management
Florida
$2.25M -$11.2K -37 -0.5%
DWM
2825
Defined Wealth Management
Oregon
$2.25M -$6.68K -22 -0.3%

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.