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JPMorgan Chase

5,065 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 2,118 increasing their positions, 2,277 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,118 | Existing positions reduced: 2,277

1.05% less ownership

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

1% less funds holding

Funds holding: 5,1275,065 (-62)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.2B)

15% less funds holding in top 10

Funds holding in top 10: 938796 (-142)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,065
Holders Change
-62
Holders Change %
-1.21%
% of All Funds
62.15%
Holding in Top 10
796
Holding in Top 10 Change
-142
Holding in Top 10 Change %
-15.14%
% of All Funds
9.77%
New
207
Increased
2,118
Reduced
2,277
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
PI
3626
Parkside Investments
Illinois
$981K +$327K +1,079 +48%
ACA
3627
Ackerman Capital Advisors
Texas
$981K -$5.46K -18 -0.5%
BFA
3628
Buttonwood Financial Advisors
Maryland
$981K -$19.1K -63 -2%
VF
3629
Vawter Financial
Ohio
$978K -$147K -484 -13%
SSCA
3630
South Shore Capital Advisors
Massachusetts
$978K -$81.6K -269 -7%
MWPCG
3631
Measured Wealth Private Client Group
New Hampshire
$976K -$930K -3,064 -48%
CG
3632
Carmignac Gestion
France
$973K -$2.46M -8,092 -71%
OWA
3633
Opal Wealth Advisors
New York
$972K -$17.9K -59 -2%
ACA
3634
Ascension Capital Advisors
Texas
$972K +$541K +1,784 +117%
IA
3635
Inspire Advisors
Idaho
$971K +$164K +542 +20%
MPW
3636
Magnolia Private Wealth
Pennsylvania
$971K +$110K +364 +12%
BFG
3637
Beto Financial Group
Idaho
$969K -$49.2K -162 -5%
TFA
3638
Tranquilli Financial Advisor
New Jersey
$969K -$122K -403 -11%
NCM
3639
Next Capital Management
New York
$969K +$67.4K +222 +7%
MWA
3640
Motive Wealth Advisors
Michigan
$967K -$11.5K -38 -1%
CWM
3641
Concentrum Wealth Management
California
$965K +$607K +1,999 +156%
VW
3642
Vance Wealth
California
$965K +$53.4K +176 +6%
EBSAM
3643
Eubel Brady & Suttman Asset Management
Ohio
$965K -$37.6K -124 -4%
DWM
3644
DecisionMap Wealth Management
Virginia
$965K +$68.3K +225 +7%
AW
3645
Apricus Wealth
South Carolina
$964K -$50.1K -165 -5%
WAM
3646
WealthTrust Asset Management
Florida
$964K +$57.7K +190 +6%
WCG
3647
Weaver Consulting Group
California
$963K -$9.71K -32 -1%
CA
3648
Capital Advantage
California
$963K +$25.2K +83 +3%
SLA
3649
Silver Lake Advisory
Utah
$961K +$4.25K +14 +0.4%
TC
3650
Tacita Capital
Ontario, Canada
$960K +$11.8K +39 +1%

JPM Hedge Fund Activity: Q1 2026 in Review

5,065 of the 8,150 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: 207 funds opened new JPM positions and 177 closed out — a net gain of 30 holders — while 2,118 added to existing stakes and 2,277 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.

  • 5,065 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,127 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 207 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +30 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.