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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
DWA
3326
Dougherty Wealth Advisers
Minnesota
$1.3M +$221K +729 +20%
VFG
3327
Victory Financial Group
Texas
$1.3M -$67.4K -222 -5%
EGWAG
3328
Elwood & Goetz Wealth Advisory Group
Georgia
$1.3M -$2.73K -9 -0.2%
ISFAN
3329
Investor's Fiduciary Advisor Network
Washington
$1.3M +$7.28K +24 +0.5%
LFIA
3330
Legacy Financial Independent Advisors
Kentucky
$1.3M +$1.34M +4,409 New
VPW
3331
Vericrest Private Wealth
Pennsylvania
$1.3M
SFB
3332
STAR Financial Bank
Indiana
$1.3M -$3.34K -11 -0.2%
BDA
3333
Borer Denton & Associates
Pennsylvania
$1.3M
CAU
3334
Caxton Associates (UK)
$1.29M +$1.33M +4,389 New
NFP
3335
Narus Financial Partners
Utah
$1.29M +$60.7K +200 +5%
LGG
3336
Luts & Greenleigh Group
Maryland
$1.29M +$303 +1 +0%
CFLC
3337
California First Leasing Corp
California
$1.29M
EI
3338
Ellevest Inc
New York
$1.29M -$19.1K -63 -1%
BRWM
3339
Blue Rock Wealth Management
North Carolina
$1.29M +$182K +600 +16%
PWC
3340
Pathfinder Wealth Consulting
North Carolina
$1.29M -$67.1K -221 -5%
WAG
3341
Windsor Advisory Group
Ohio
$1.29M +$9.71K +32 +0.7%
SAM
3342
Secure Asset Management
Michigan
$1.28M +$103K +340 +8%
WCFA
3343
Walkner Condon Financial Advisors
Wisconsin
$1.28M -$200K -658 -13%
CB
3344
Centennial Bank
Arkansas
$1.28M -$140K -460 -10%
ODIJL
3345
One Day In July LLC
Vermont
$1.28M +$17K +56 +1%
RMCM
3346
Reynders McVeigh Capital Management
Massachusetts
$1.28M +$11.8K +39 +0.9%
PB
3347
Prosperity Bancshares
Texas
$1.28M -$93.5K -308 -7%
CL
3348
CPWA LLC
Oregon
$1.28M +$1.3M +4,271 New
PW
3349
Paladin Wealth
Minnesota
$1.28M -$65.6K -216 -5%
PCP
3350
Proficio Capital Partners
Massachusetts
$1.27M +$7.59K +25 +0.6%

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.