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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
OAS
3776
Optivise Advisory Services
Tennessee
$841K -$329K -1,084 -27%
AFWM
3777
AMJ Financial Wealth Management
Virginia
$838K -$11.5K -38 -1%
CFGA
3778
Cambridge Financial Group (Arizona)
Arizona
$838K +$10.6K +35 +1%
QWM
3779
QP Wealth Management
New Jersey
$837K -$916K -3,017 -51%
KFAS
3780
Keating Financial Advisory Services
Kansas
$837K +$30.3K +100 +4%
CL
3781
CLG LLC
California
$834K -$11.8K -39 -1%
TA
3782
TCM Advisors
West Virginia
$833K
KFA
3783
Krane Funds Advisors
New York
$832K +$245K +806 +40%
MWP
3784
Meridian Wealth Partners
Pennsylvania
$832K -$4.55K -15 -0.5%
POIA
3785
Pin Oak Investment Advisors
Texas
$831K -$68.6K -226 -7%
LWA
3786
Legacy Wealth Advisors
Florida
$830K +$154K +506 +22%
API
3787
Asset Planning Inc
California
$830K +$16.4K +54 +2%
CW
3788
Code Waechter
Florida
$830K +$20.9K +69 +3%
KBG
3789
Kahn Brothers Group
New York
$829K -$197K -650 -19%
CP
3790
Castleview Partners
Texas
$829K +$101K +333 +13%
KAM
3791
KEB Asset Management
Illinois
$828K -$138K -455 -14%
WCM
3792
Wedge Capital Management
North Carolina
$827K +$39.1K +129 +5%
PCP
3793
Perbak Capital Partners
United Kingdom
$827K +$853K +2,811 New
ACM
3794
Alessandra Capital Management
California
$827K -$59.2K -195 -6%
FZCM
3795
Flynn Zito Capital Management
New York
$824K +$87.1K +287 +11%
BAM
3796
Broyhill Asset Management
North Carolina
$822K
SIA
3797
Sovereign Investment Advisors
Arizona
$821K +$847K +2,790 New
RFA
3798
Reyes Financial Architecture
California
$819K +$85.9K +283 +11%
MPCL
3799
My Personal CFO LLC
Washington
$819K -$22.8K -75 -3%
SWM
3800
Stronghold Wealth Management
Florida
$818K -$64.9K -214 -7%

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.