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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
AMCA
3176
Arthur M. Cohen & Associates
Illinois
$1.53M -$9.71K -32 -0.6%
MCM
3177
Mattern Capital Management
Colorado
$1.53M +$66.2K +218 +4%
LA
3178
Latitude Advisors
Florida
$1.53M -$26.7K -88 -2%
HWMG
3179
Hurlow Wealth Management Group
Indiana
$1.53M +$303 +1 +0%
AWA
3180
A4 Wealth Advisors
North Carolina
$1.52M +$7.28K +24 +0.5%
FPW
3181
Fairvoy Private Wealth
Alabama
$1.52M -$11.8K -39 -0.7%
FB
3182
First Bancorp
Maine
$1.52M -$7.89K -26 -0.5%
CIM
3183
Corda Investment Management
Texas
$1.52M -$208K -685 -12%
MWP
3184
Madison Wealth Partners
Wisconsin
$1.51M +$129K +424 +9%
WWMSC
3185
Wagner Wealth Management (South Carolina)
South Carolina
$1.51M +$6.07K +20 +0.4%
SCM
3186
Sterneck Capital Management
Missouri
$1.5M
CG
3187
Clarus Group
Texas
$1.5M -$16.7K -55 -1%
DWS
3188
Discipline Wealth Solutions
South Carolina
$1.5M +$158K +520 +11%
WAM
3189
Weinberger Asset Management
California
$1.5M -$2.43K -8 -0.2%
GC
3190
Garde Capital
Washington
$1.49M +$50.4K +166 +3%
SGWP
3191
Sun Group Wealth Partners
California
$1.49M +$498K +1,642 +48%
VCM
3192
Viewpoint Capital Management
Washington
$1.49M -$425K -1,400 -22%
BC
3193
BIT Capital
Germany
$1.49M -$291K -958 -16%
TW
3194
ticino wealth
California
$1.49M -$135K -444 -8%
SFWC
3195
Strategic Family Wealth Counselors
New Jersey
$1.49M -$1.1M -3,622 -42%
CWA
3196
Crusonia Wealth Advisors
Colorado
$1.49M +$54K +178 +4%
LJHT
3197
Laurie J. Hall Trustee
$1.49M -$81.9K -270 -5%
CSI
3198
Cross Staff Investments
New York
$1.49M
CFA
3199
Collaborative Fund Advisors
Nevada
$1.48M +$1.53M +5,046 New
OPW
3200
Oxler Private Wealth
New York
$1.48M +$5.16K +17 +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.