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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
62.13%
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
OWG
3576
Oxford Wealth Group
Florida
$1.03M +$27.6K +91 +3%
WI
3577
WJ Interests
Texas
$1.03M
IPA
3578
Investment Planning Advisors
Georgia
$1.03M +$185K +610 +21%
AWM
3579
Ariadne Wealth Management
California
$1.03M -$39.8K -131 -4%
MCA
3580
Millennium Capital Advisors
Arkansas
$1.02M
SPP
3581
Single Point Partners
Massachusetts
$1.02M -$191K -630 -15%
LIA
3582
LifePlan Investment Advisors
North Carolina
$1.02M +$35.2K +116 +3%
IFU
3583
iSAM Funds (UK)
United Kingdom
$1.02M -$212K -700 -17%
FCM
3584
Firestone Capital Management
Florida
$1.02M +$607 +2 +0.1%
BDLIB
3585
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.02M
FC
3586
FORA Capital
Florida
$1.02M +$1.05M +3,460 New
HW
3587
Hamilton Wealth
California
$1.01M -$395K -1,300 -27%
QPW
3588
Quantum Private Wealth
Florida
$1.01M +$11.2K +37 +1%
BAM
3589
Bellevue Asset Management
Washington
$1.01M +$3.04K +10 +0.3%
BEW
3590
Burton Enright Welch
California
$1.01M +$125K +413 +14%
PPC
3591
Pennington Partners & Co
Maryland
$1.01M +$146K +482 +16%
RW
3592
RVW Wealth
California
$1.01M -$373K -1,230 -26%
GCL
3593
Gouws Capital LLC
North Carolina
$1.01M -$42.5K -140 -4%
WPW
3594
Watershed Private Wealth
Illinois
$1.01M -$118K -388 -10%
HFS
3595
Hopwood Financial Services
Virginia
$1.01M -$159K -525 -13%
HC
3596
Hamilton Capital
Ohio
$1.01M -$388K -1,277 -27%
BFWM
3597
Bright Futures Wealth Management
New York
$1.01M -$31.3K -103 -3%
NRI
3598
NFP Retirement Inc
California
$1M +$7.59K +25 +0.7%
WSA
3599
Wealth Science Advisors
Georgia
$1M
MWM
3600
Maltin Wealth Management
New Jersey
$1M -$31K -102 -3%

JPM Hedge Fund Activity: Q1 2026 in Review

5,062 of the 8,147 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.