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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
PG
3251
Prostatis Group
Maryland
$1.42M +$61.3K +202 +4%
MWM
3252
MFG Wealth Management
Indiana
$1.42M -$52.2K -172 -3%
CPA
3253
Cardiff Park Advisors
California
$1.41M -$6.07K -20 -0.4%
EWM
3254
Elevatus Welath Management
New York
$1.41M -$3.17M -10,433 -68%
MWM
3255
MBE Wealth Management
Wisconsin
$1.41M +$32.2K +106 +2%
CA
3256
Cambridge Advisors
Nebraska
$1.4M -$48.6K -160 -3%
PWA
3257
Portus Wealth Advisors
North Carolina
$1.4M -$101K -332 -7%
DIP
3258
Davis Investment Partners
North Carolina
$1.4M +$5.16K +17 +0.4%
RPCONE
3259
Retirement Planning Company of New England
Rhode Island
$1.4M +$4.86K +16 +0.3%
FPH
3260
Financial Planning Hawaii
Hawaii
$1.4M +$303 +1 +0%
AA
3261
AJ Advisors
Tennessee
$1.4M -$114K -374 -7%
ODE
3262
O'Domhnaill Enterprises
Wyoming
$1.4M -$712K -2,347 -33%
GWM
3263
Goldenstone Wealth Management
California
$1.4M +$24K +79 +2%
ML
3264
Mayport LLC
Massachusetts
$1.4M +$305K +1,005 +27%
DAS
3265
Diversify Advisory Services
Utah
$1.4M -$8.42M -27,735 -86%
SIG
3266
Spinnaker Investment Group
California
$1.4M -$131K -431 -8%
AAA
3267
Andrews Advisory Associates
Hawaii
$1.4M -$10.6K -35 -0.7%
THCM
3268
Taylor Hoffman Capital Management
Virginia
$1.4M -$30.7K -101 -2%
M
3269
MATAURO
New York
$1.4M -$42.8K -141 -3%
STA
3270
Smith Thornton Advisors
Alabama
$1.4M -$86.8K -286 -6%
4WM
3271
49 Wealth Management
Texas
$1.4M +$13.4K +44 +0.9%
RWI
3272
Red Wave Investments
Pennsylvania
$1.4M -$607 -2 -0%
AIP
3273
Almanack Investment Partners
Pennsylvania
$1.39M -$5.77K -19 -0.4%
CPC
3274
Consolidated Planning Corp
Georgia
$1.39M -$15.2M -49,925 -91%
FP
3275
Fiduciary Planning
Florida
$1.39M -$10.3K -34 -0.7%

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.