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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
FA
3676
Fiducient Advisors
Illinois
$936K -$309K -1,017 -24%
CFO
3677
Collective Family Office
Pennsylvania
$935K -$48.3K -159 -5%
CFM
3678
Cornerstone Financial Management
Massachusetts
$934K +$303 +1 +0%
EW
3679
Expressive Wealth
Illinois
$934K -$515K -1,697 -36%
CP
3680
Creekside Partners
California
$933K
AF
3681
Atala Financial
California
$929K +$18.2K +60 +2%
IAS
3682
Integrity Advisory Solutions
Texas
$928K +$398K +1,310 +71%
IIM
3683
Ironwood Investment Management
Massachusetts
$928K
WS
3684
Wilian Securities
Minnesota
$928K -$166K -546 -15%
SSW
3685
Smith Shellnut Wilson
Mississippi
$927K -$6.68K -22 -0.7%
LWPC
3686
Legacy Wealth Partners (Colorado)
Colorado
$927K +$22.5K +74 +2%
GFWA
3687
Grey Fox Wealth Advisors
Delaware
$926K +$33.7K +111 +4%
HF
3688
Holcombe Financial
Georgia
$926K -$7.89K -26 -0.8%
AIA
3689
AIMZ Investment Advisors
California
$925K -$15.2K -50 -2%
RWM
3690
RBA Wealth Management
California
$924K -$11.8K -39 -1%
SWM
3691
SilverOak Wealth Management
Minnesota
$922K -$1.52K -5 -0.2%
AGA
3692
Accuvest Global Advisors
Utah
$922K -$864K -2,848 -48%
LWM
3693
LongView Wealth Management
Georgia
$921K -$6.68K -22 -0.7%
BFF
3694
Byrne Financial Freedom
Massachusetts
$921K -$129K -424 -12%
BWM
3695
BNB Wealth Management
Maryland
$920K -$158K -521 -14%
PCFFS
3696
Pacific Center for Financial Services
California
$919K -$49.2K -162 -5%
AA
3697
Alpha Advisors
Virginia
$918K +$13.4K +44 +1%
GRR
3698
Golden Reserve Retirement
Ohio
$915K -$194K -638 -17%
TFA
3699
Tobias Financial Advisors
Florida
$914K -$129K -425 -12%
MMHP
3700
Murphy Middleton Hinkle & Parker
Georgia
$914K +$943K +3,106 New

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.