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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
SFG
3051
Seamount Financial Group
Colorado
$1.76M +$2.73K +9 +0.2%
CIG
3052
Cascade Investment Group
Colorado
$1.76M +$63.1K +208 +4%
MWP
3053
Moller Wealth Partners
$1.76M +$56.8K +187 +3%
SMA
3054
Seven Mile Advisory
New Jersey
$1.76M -$1.07M -3,521 -37%
BWM
3055
Bluebird Wealth Management
Massachusetts
$1.76M -$690K -2,272 -28%
AW
3056
Alchemi Wealth
Connecticut
$1.76M +$78.6K +259 +5%
MWM
3057
Manske Wealth Management
Texas
$1.76M +$62.5K +206 +4%
AWA
3058
AGH Wealth Advisors
Kansas
$1.75M -$2.43K -8 -0.1%
AFT
3059
Alpha Family Trust
California
$1.75M
IRP
3060
Investment Research Partners
Pennsylvania
$1.75M -$111K -367 -6%
LPAM
3061
Lodestar Private Asset Management
California
$1.75M -$1.21K -4 -0.1%
PWM
3062
Parkway Wealth Management
Texas
$1.74M -$25.2K -83 -1%
BJF
3063
Blue Jean Financial
New York
$1.74M -$62.5K -206 -3%
SGFG
3064
Silver Grove Financial Group
New York
$1.74M +$84.4K +278 +5%
DA
3065
Drake & Associates
Wisconsin
$1.74M -$775K -2,554 -30%
IPAM
3066
Investment Partners Asset Management
New Jersey
$1.74M +$4.86K +16 +0.3%
GAM
3067
Gould Asset Management
California
$1.74M +$37.9K +125 +2%
MF
3068
Manchester Financial
California
$1.73M +$32.5K +107 +2%
RCG
3069
Ridge Creek Global
Ohio
$1.73M
RFG
3070
RFP Financial Group
Georgia
$1.73M -$196K -647 -10%
PWM
3071
Pinnacle Wealth Management
California
$1.73M -$834K -2,749 -32%
SWM
3072
Shakespeare Wealth Management
Wisconsin
$1.73M +$22.5K +74 +1%
PG
3073
Proffitt & Goodson
Tennessee
$1.73M -$77.4K -255 -4%
DWA
3074
Dorsey Wright & Associates
California
$1.72M +$1.78M +5,862 New
CCP
3075
Cassia Capital Partners
North Carolina
$1.72M +$51.9K +171 +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.