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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
TWA
3851
Tandem Wealth Advisors
Arizona
$781K +$96.2K +317 +14%
CCA
3852
Coign Capital Advisors
Utah
$781K +$303 +1 +0%
KFP
3853
Kerr Financial Planning
California
$779K +$29.1K +96 +4%
BWP
3854
Bernardo Wealth Planning
Pennsylvania
$779K +$48.6K +160 +6%
CAM
3855
Claret Asset Management
Quebec, Canada
$777K -$10.6K -35 -1%
EF
3856
Entrust Financial
Pennsylvania
$776K -$6.37K -21 -0.8%
PCM
3857
Presidio Capital Management
California
$774K +$21.2K +70 +3%
SFC
3858
Swisher Financial Concepts
Ohio
$774K +$8.5K +28 +1%
CAM
3859
Concorde Asset Management
Michigan
$774K -$171K -564 -18%
DA
3860
Detalus Advisors
Missouri
$772K -$17K -56 -2%
SWM
3861
Steinberganna Wealth Management
New York
$771K -$85.6K -282 -10%
CC
3862
Clearwave Capital
California
$770K +$124K +410 +19%
CWAF
3863
Core Wealth Advisors (Florida)
Florida
$770K +$78K +257 +11%
HA
3864
HC Advisors
Georgia
$770K -$18.5K -61 -2%
CIM
3865
Catalyst Investment Management
New Hampshire
$769K -$27.3K -90 -4%
MS
3866
Madden Securities
Texas
$769K +$34.9K +115 +5%
AGA
3867
Arkos Global Advisors
Texas
$767K -$212K -699 -21%
RIA
3868
Richwood Investment Advisors
Ohio
$765K -$4.55K -15 -0.6%
JMA
3869
J.M. Arbour
Maine
$764K -$43.1K -142 -5%
PHWM
3870
Palatine Hill Wealth Management
Michigan
$762K -$11.2K -37 -1%
IAA
3871
Ironsides Asset Advisors
North Carolina
$762K +$195K +644 +33%
AGA
3872
Arch Global Advisors
New York
$762K +$786K +2,590 New
PIN
3873
Prudent Investors Network
California
$761K -$16.4K -54 -2%
BDL
3874
Banque de Luxembourg
Luxembourg
$761K +$61.9K +204 +9%
BL
3875
Balentine LLC
Georgia
$761K -$80.4K -265 -9%

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.