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JPMorgan Chase

5,062 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, 2,118 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: 2,118 | Existing positions reduced: 2,275

1.05% less ownership

Funds ownership: 73.33%72.28% (-1%)

1% less funds holding

Funds holding: 5,1265,062 (-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
5,062
Holders Change
-64
Holders Change %
-1.25%
% 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
206
Increased
2,118
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
HCWM
3526
Hidden Cove Wealth Management
Washington
$1.09M +$14.9K +49 +1%
NI
3527
NCP Inc
California
$1.09M -$45.5K -150 -4%
EI
3528
Ecofi Investissements
France
$1.09M
BA
3529
Bluesphere Advisors
Pennsylvania
$1.09M -$154K -508 -12%
GCM
3530
Gambit Capital Management
Tennessee
$1.09M -$26.4K -87 -2%
CIS
3531
Custom Index Systems
New York
$1.09M +$7.28K +24 +0.7%
LA
3532
Lifeworks Advisors
Michigan
$1.09M +$8.8K +29 +0.8%
FA
3533
Fermata Advisors
California
$1.08M +$766K +2,523 +217%
HGWM
3534
Horst & Graben Wealth Management
Oregon
$1.08M +$242K +796 +30%
MWS
3535
MFA Wealth Services
California
$1.08M -$13.7K -45 -1%
PHIC
3536
Pine Haven Investment Counsel
Massachusetts
$1.08M
PCA
3537
Prosperity Capital Advisors
Ohio
$1.08M -$155K -512 -12%
FAM
3538
Flaharty Asset Management
Florida
$1.08M +$30.3K +100 +3%
CCG
3539
Coastwise Capital Group
California
$1.08M +$18.8K +62 +2%
BIG
3540
Brookwood Investment Group
Arizona
$1.08M -$448K -1,476 -29%
RA
3541
Rise Advisors
New York
$1.07M -$6.37K -21 -0.6%
HFS
3542
Hughes Financial Services
Virginia
$1.07M +$177K +584 +19%
IWP
3543
Invenio Wealth Partners
Florida
$1.07M +$4.55K +15 +0.4%
SIAG
3544
Safeguard Investment Advisory Group
California
$1.07M -$48K -158 -4%
WIA
3545
Wealthedge Investment Advisors
New York
$1.06M +$180K +593 +20%
IWA
3546
IVC Wealth Advisors
Pennsylvania
$1.06M +$20.3K +67 +2%
KWM
3547
KFG Wealth Management
Indiana
$1.06M +$17.3K +57 +2%
SPW
3548
Sonoma Private Wealth
California
$1.06M +$164K +539 +18%
JESC
3549
J.E. Simmons & Co
Texas
$1.06M +$53.4K +176 +5%
FWA
3550
Flagship Wealth Advisors
Massachusetts
$1.05M -$120K -396 -10%

JPM Hedge Fund Activity: Q1 2026 in Review

5,062 of the 8,146 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 2,118 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.

  • 5,062 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,126 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.