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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
SAM
3876
SP Asset Management
California
$761K -$188K -619 -19%
IG
3877
IFS Group
Pennsylvania
$760K +$784K +2,584 New
PFG
3878
Prospect Financial Group
Virginia
$759K -$1.82K -6 -0.2%
BFG
3879
Birch Financial Group
New Hampshire
$758K +$3.34K +11 +0.4%
CWM
3880
Cherrydale Wealth Management
New Jersey
$758K -$23.1K -76 -3%
AIA
3881
Accelerate Investment Advisors
California
$757K -$19.4K -64 -2%
OAJ
3882
Ogorek Anthony Joseph
New York
$757K -$6.68K -22 -0.8%
FA
3883
Fedenia Advisers
Wisconsin
$756K -$420K -1,385 -35%
CI
3884
CacheTech Inc
Utah
$756K +$281K +926 +56%
VR
3885
Vision Retirement
New Jersey
$755K +$2.43K +8 +0.3%
BCB
3886
Brian C. Broderick
$753K +$137K +450 +21%
NWP
3887
NerdWallet Wealth Partners
New York
$751K +$304K +1,002 +65%
ETS
3888
ESL Trust Services
New York
$751K -$3.04K -10 -0.4%
DFS
3889
Dixon Fnancial Services
California
$751K -$1.6M -5,275 -67%
BAS
3890
Breakthru Advisory Services
Wisconsin
$751K -$45.8K -151 -6%
MWM
3891
Maridea Wealth Management
New York
$750K -$1.75M -5,766 -69%
SAM
3892
Shikiar Asset Management
New York
$750K -$152K -500 -16%
SDH
3893
Sloy Dahl & Holst
Washington
$749K +$5.46K +18 +0.7%
KFP
3894
Keener Financial Planning
Texas
$748K
OWM
3895
OneAscent Wealth Management
Alabama
$747K -$199K -655 -21%
AWP
3896
Axis Wealth Partners
Rhode Island
$747K +$110K +364 +17%
IIWM
3897
Investment Insight Wealth Management
New York
$747K +$303 +1 +0%
MFP
3898
Meramec Financial Planners
Missouri
$747K -$387K -1,276 -35%
HB
3899
Horizon Bancorp
Indiana
$746K -$52.5K -173 -6%
NWM
3900
Nolet Wealth Management
Texas
$746K -$6.68K -22 -0.9%

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.