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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
CWA
3201
CJM Wealth Advisers
Virginia
$1.48M +$53.1K +175 +4%
BAM
3202
Beaumont Asset Management
Texas
$1.48M +$8.8K +29 +0.6%
MFGM
3203
Marshall Financial Group (Maryland)
Maryland
$1.48M -$196K -646 -11%
VDC
3204
Van Diest Capital
Iowa
$1.47M +$391K +1,289 +35%
HP
3205
Holowesko Partners
Bahamas
$1.47M
JC
3206
JBF Capital
Colorado
$1.47M
BA
3207
BCM Advisors
Louisiana
$1.47M +$238K +785 +20%
CWM
3208
CCG Wealth Management
California
$1.47M +$782K +2,577 +107%
FA
3209
Forefront Analytics
Pennsylvania
$1.47M +$495K +1,631 +49%
HSG
3210
Helen Stephens Group
Texas
$1.47M +$54.6K +180 +4%
KBFS
3211
Kohmann Bosshard Financial Services
Ohio
$1.47M +$3.04K +10 +0.2%
TA
3212
Tectonic Advisors
Texas
$1.47M +$55.2K +182 +4%
GPWA
3213
Great Point Wealth Advisors
Massachusetts
$1.47M +$5.77K +19 +0.4%
CNTOF
3214
Canandaigua National Trust of Florida
New York
$1.46M -$186K -614 -11%
AGC
3215
August Group Capital
$1.46M -$92.3K -304 -6%
UWS
3216
Unique Wealth Strategies
Illinois
$1.46M -$473K -1,559 -24%
VEM
3217
Vann Equity Management
Texas
$1.46M +$1.51M +4,969 New
IWA
3218
Inspirion Wealth Advisors
Illinois
$1.46M -$2.43K -8 -0.2%
DI
3219
Decision Investments
California
$1.46M -$94.7K -312 -6%
CFD
3220
Creative Financial Designs
Indiana
$1.46M +$22.5K +74 +2%
LWM
3221
Liberty Wealth Management
California
$1.46M -$56.1K -185 -4%
ML
3222
MLP3 LLC
New Jersey
$1.46M +$1.21K +4 +0.1%
V
3223
ViaWealth
Kansas
$1.45M +$1.82K +6 +0.1%
DG
3224
DMC Group
Alabama
$1.45M -$85K -280 -5%
IA
3225
Insight Advisors
Pennsylvania
$1.45M -$3.34K -11 -0.2%

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.