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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
DWG
3076
Darden Wealth Group
Michigan
$1.72M +$357K +1,175 +25%
APC
3077
Aspire Private Capital
North Carolina
$1.72M +$21.9K +72 +1%
TFP
3078
Tilia Fiduciary Partners
North Carolina
$1.72M -$48K -158 -3%
Harris Associates
3079
Harris Associates
Illinois
$1.71M -$36.4K -120 -2%
SWM
3080
Sendero Wealth Management
Texas
$1.71M +$29.1K +96 +2%
PW
3081
PUREfi Wealth
Massachusetts
$1.71M +$48.6K +160 +3%
DAC
3082
Dutch Asset Corp
New York
$1.7M +$210K +691 +14%
BCM
3083
Barden Capital Management
Texas
$1.7M
JFGLC
3084
Johnson Financial Group LLC (Colorado)
Colorado
$1.69M +$771K +2,542 +79%
1C
3085
111 Capital
France
$1.69M +$1.75M +5,757 New
PIC
3086
Portland Investment Counsel
Ontario, Canada
$1.69M +$835K +2,752 +92%
SFP
3087
Sandbox Financial Partners
Maryland
$1.69M -$87.7K -289 -5%
TVAMP
3088
Tennessee Valley Asset Management Partners
Tennessee
$1.69M +$96.2K +317 +6%
WH
3089
Willner & Heller
California
$1.68M +$249K +820 +17%
NFG
3090
Nadler Financial Group
Illinois
$1.68M -$105K -345 -6%
GL
3091
Gerber LLC
Ohio
$1.68M +$111K +366 +7%
SSCM
3092
Spectrum Strategic Capital Management
Oregon
$1.68M +$42.5K +140 +3%
BWM
3093
Birchcreek Wealth Management
Ohio
$1.68M
AT
3094
Avalon Trust
New Mexico
$1.68M +$349K +1,149 +25%
BAG
3095
Bridgewealth Advisory Group
California
$1.68M +$3.64K +12 +0.2%
EFA
3096
Evernest Financial Advisors
Indiana
$1.68M -$58.9K -194 -3%
OPOWM
3097
One Plus One Wealth Management
Florida
$1.68M -$612K -2,017 -26%
HC
3098
Hurley Capital
New York
$1.68M -$61K -201 -3%
RIA
3099
Realta Investment Advisors
Delaware
$1.67M -$327K -1,077 -16%
FGA
3100
Fortis Group Advisors
New Jersey
$1.67M -$665K -2,192 -29%

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.