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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
HA
3751
Hyposwiss Advisors
$863K
IPWA
3752
International Private Wealth Advisors
California
$862K -$638K -2,102 -42%
WWG
3753
West Wealth Group
California
$861K +$11.2K +37 +1%
CIM
3754
Capital Investment Management
Missouri
$860K -$303 -1 -0%
LWM
3755
LightSquare Wealth Management
Michigan
$859K +$886K +2,921 New
RG
3756
Renaissance Group
Kentucky
$856K -$85K -280 -9%
MWM
3757
Maimon Wealth Management
Israel
$856K
RA
3758
Ruggaard & Associates
Ohio
$855K
LRWM
3759
Lord & Richards Wealth Management
Colorado
$852K -$16.7K -55 -2%
IWP
3760
Insight Wealth Partners
Texas
$851K +$24.3K +80 +3%
PWMAI
3761
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$851K -$3.34K -11 -0.4%
SG
3762
Strid Group
Pennsylvania
$850K -$18.8K -62 -2%
RWM
3763
Reston Wealth Management
Virginia
$849K -$10.3K -34 -1%
B
3764
Bensler
Washington
$849K +$17.3K +57 +2%
WFA
3765
WMG Financial Advisors
Tennessee
$848K -$27.9K -92 -3%
LIA
3766
Lynx Investment Advisory
District of Columbia
$848K +$44.9K +148 +5%
HP
3767
Havemeyer Place
Connecticut
$848K +$593K +1,953 +210%
PAG
3768
Paladin Advisory Group
Iowa
$846K -$14.6K -48 -2%
HCP
3769
Holt Capital Partners
Texas
$846K +$10.6K +35 +1%
KWA
3770
Kellett Wealth Advisors
Ohio
$846K +$113K +372 +15%
OCM
3771
Objective Capital Management
Ohio
$846K +$52.2K +172 +6%
SC
3772
Saturna Capital
Washington
$845K -$303K -1,000 -26%
AWM
3773
Allen Wealth Management
North Carolina
$843K -$34.3K -113 -4%
SWG
3774
Summit Wealth Group
Vermont
$843K -$27.6K -91 -3%
MF
3775
Meridian Financial
Massachusetts
$842K -$910 -3 -0.1%

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.