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JPMorgan Chase

5,062 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 2,118 increasing their positions, 2,275 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,118 | Existing positions reduced: 2,275

1.05% less ownership

Funds ownership: 73.33%72.28% (-1%)

1% less funds holding

Funds holding: 5,1265,062 (-64)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.3B)

15% less funds holding in top 10

Funds holding in top 10: 938795 (-143)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,062
Holders Change
-64
Holders Change %
-1.25%
% of All Funds
62.13%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
206
Increased
2,118
Reduced
2,275
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
AWP
3976
Avid Wealth Partners
Texas
$695K +$79.2K +261 +12%
CPW
3977
Catalyst Private Wealth
California
$694K +$17.3K +57 +2%
SCM
3978
Stonebridge Capital Management
California
$694K +$716K +2,360 New
EWA
3979
Emergent Wealth Advisors
New York
$694K +$51K +168 +8%
Betterment LLC
3980
Betterment LLC
New York
$693K +$10.3K +34 +1%
DHC
3981
Drum Hill Capital
Connecticut
$692K
LSA
3982
Lansing Street Advisors
Pennsylvania
$691K -$70.7K -233 -9%
HIS
3983
Harvest Investment Services
Illinois
$691K -$177K -582 -20%
AAMG
3984
AMG Asset Management Group
Georgia
$691K +$713K +2,348 New
CFO
3985
Capitol Family Office
Oregon
$690K
ACM
3986
Aster Capital Management
United Arab Emirates
$689K -$4.21M -13,866 -83%
CFS
3987
Coordinated Financial Services
Colorado
$689K -$28.5K -94 -4%
6SA
3988
6th Street Advisors
Alabama
$687K +$709K +2,335 New
IA
3989
IMZ Advisory
Florida
$687K -$14.9K -49 -2%
CCA
3990
Corps Capital Advisors
Texas
$685K
GPW
3991
Gentry Private Wealth
Kansas
$684K -$77.7K -256 -10%
MAP
3992
Moody Aldrich Partners
Massachusetts
$684K +$15.5K +51 +2%
ASG
3993
Ariston Services Group
California
$683K -$770K -2,536 Closed
E
3994
Entelevest
Florida
$682K +$106K +348 +18%
AI
3995
AXS Investments
New York
$682K -$47.6K -157 -6%
WWMP
3996
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$681K -$67.7K -223 -9%
SCI
3997
Silver Coast Investments
United States
$681K +$5.46K +18 +0.8%
CCMG
3998
Connecticut Capital Management Group
Connecticut
$680K -$4.55K -15 -0.6%
OIS
3999
OneAscent Investment Solutions
Alabama
$679K -$221K -728 -24%
VAF
4000
Values Added Financial
District of Columbia
$679K -$303 -1 -0%

JPM Hedge Fund Activity: Q1 2026 in Review

5,062 of the 8,147 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: 206 funds opened new JPM positions and 177 closed out — a net gain of 29 holders — while 2,118 added to existing stakes and 2,275 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.

  • 5,062 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,126 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 206 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +29 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.