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JPMorgan Chase

5,061 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 206 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: 206 | 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%72.28% (-1%)

1% less funds holding

Funds holding: 5,1255,061 (-64)

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
5,061
Holders Change
-64
Holders Change %
-1.25%
% of All Funds
62.15%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
206
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
CCA
3376
Cadent Capital Advisors
Oklahoma
$1.25M +$1.21K +4 +0.1%
WF
3377
Wayfinding Financial
Washington
$1.24M -$607 -2 -0%
TCM
3378
Towercrest Capital Management
Pennsylvania
$1.24M +$7.28K +24 +0.6%
DIA
3379
Davidson Investment Advisors
Montana
$1.24M +$23.1K +76 +2%
AWAP
3380
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.24M +$24K +79 +2%
GA
3381
Goldstein Advisors
Wisconsin
$1.24M +$37.6K +124 +3%
AAM
3382
AMI Asset Management
California
$1.24M -$282K -928 -18%
AC
3383
AXQ Capital
New Jersey
$1.24M +$1.28M +4,216 New
MAG
3384
M3 Advisory Group
Massachusetts
$1.24M +$42.5K +140 +3%
HWM
3385
Howard Wealth Management
Connecticut
$1.24M +$276K +908 +27%
BHC
3386
Bull Harbor Capital
Maryland
$1.24M +$1.28M +4,208 New
BFS
3387
BridgePort Financial Solutions
Iowa
$1.24M +$31K +102 +2%
TI
3388
tru Independence
Oregon
$1.24M -$7.1M -23,406 -85%
AWS
3389
Alliance Wealth Strategies
Virginia
$1.23M
KWM
3390
Kaydan Wealth Management
Michigan
$1.23M +$24.9K +82 +2%
TFG
3391
Taylor Financial Group
Virginia
$1.23M
HCP
3392
Hardin Capital Partners
South Carolina
$1.23M +$4.55K +15 +0.4%
AWMG
3393
Alliance Wealth Management Group
New Jersey
$1.23M
ACM
3394
Aspen Capital Management
Idaho
$1.23M -$185K -610 -13%
LC
3395
Landaas & Company
Wisconsin
$1.23M
FWP
3396
Firethorn Wealth Partners
Georgia
$1.23M +$189K +624 +18%
SA
3397
SPWM Advisors
Michigan
$1.22M -$125K -413 -9%
SWP
3398
Stone Wealth Partners
Louisiana
$1.22M -$520K -1,714 -29%
DEM
3399
Disciplined Equity Management
Florida
$1.22M +$140K +460 +12%
SCA
3400
Sulzberger Capital Advisors
Florida
$1.22M

JPM Hedge Fund Activity: Q1 2026 in Review

5,061 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: 206 funds opened new JPM positions and 177 closed out — a net gain of 29 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.

  • 5,061 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.
  • 206 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +29 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.