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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
WWC
3926
Waypoint Wealth Counsel
Georgia
$731K -$780K -2,571 -51%
CTC
3927
Corundum Trust Company
South Dakota
$728K +$10.3K +34 +1%
TA
3928
TFB Advisors
Kansas
$727K -$380K -1,251 -34%
DFG
3929
Dupree Financial Group
Kentucky
$727K -$17.3K -57 -2%
SL
3930
StoryOne LLC
Kansas
$727K
WAM
3931
Walker Asset Management
Missouri
$727K +$6.68K +22 +0.9%
LIP
3932
Lynch Investment Planning
Pennsylvania
$726K -$21.5K -71 -3%
WMA
3933
William Mack & Associates
Michigan
$726K -$347K -1,143 -32%
XPN
3934
XY Planning Network
Montana
$726K -$65.2K -215 -8%
PCP
3935
Panoramic Capital Partners
Oregon
$725K +$12.7K +42 +2%
FWM
3936
Foguth Wealth Management
Michigan
$724K +$100K +330 +16%
TPWA
3937
Twin Peaks Wealth Advisors
California
$724K +$3.04K +10 +0.4%
SFS
3938
Sharp Financial Services
Pennsylvania
$723K +$192K +634 +35%
BAMG
3939
Brand Asset Management Group
Missouri
$723K +$49.2K +162 +7%
SW
3940
SMART Wealth
Nebraska
$722K -$38.8K -128 -5%
HPWM
3941
High Point Wealth Management
New Jersey
$722K +$205K +675 +38%
PCM
3942
Prospera Capital Management
Arizona
$721K +$3.04K +10 +0.4%
CNWM
3943
Clay Northam Wealth Management
California
$720K +$3.04K +10 +0.4%
TLFA
3944
True Link Financial Advisors
California
$717K +$36.4K +120 +5%
TWM
3945
Troutman Wealth Management
Pennsylvania
$717K -$303 -1 -0%
CSW
3946
Cogent Strategic Wealth
Illinois
$715K +$369K +1,216 +100%
PSA
3947
Plum Street Advisors
Louisiana
$715K +$2.73K +9 +0.4%
JC
3948
Jacobs & Co
California
$715K +$17.3K +57 +2%
JA
3949
JVL Associates
Michigan
$714K +$110K +363 +18%
CFGSD
3950
Compass Financial Group (South Dakota)
South Dakota
$714K +$115K +380 +19%

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.