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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
62.14%
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
DWML
4026
Decker Wealth Management LLC
Tennessee
$659K -$3.94K -13 -0.6%
WQ
4027
Wealth Quarterback
New Jersey
$659K +$199K +655 +41%
SM
4028
Sensible Money
Arizona
$659K -$2.73K -9 -0.4%
SHF
4029
Safe Harbor Fiduciary
Florida
$658K -$4.55K -15 -0.7%
PGWM
4030
Pitti Group Wealth Management
New York
$658K +$9.11K +30 +1%
WCM
4031
Wealthcare Capital Management
Virginia
$656K
CFA
4032
Camarda Financial Advisors
Florida
$656K -$2.54M -8,357 -79%
RP
4033
Riverwater Partners
Wisconsin
$652K +$8.19K +27 +1%
WF
4034
WealthPoint Financial
North Carolina
$652K -$81.3K -268 -11%
EA
4035
Efficient Advisors
Ohio
$651K
CFG
4036
Compton Financial Group
Maryland
$651K +$16.4K +54 +3%
QCIG
4037
Quad-Cities Investment Group
Iowa
$650K +$317K +1,044 +89%
RPGNY
4038
Retirement Planning Group (New York)
New York
$650K -$17.9K -59 -3%
SCP
4039
Stevens Capital Partners
Nebraska
$650K +$165K +545 +33%
SCA
4040
Southern Capital Advisors
Tennessee
$650K +$303 +1 +0%
CYG
4041
Clean Yield Group
Vermont
$650K
PWMG
4042
Private Wealth Management Group
New Jersey
$649K +$137K +450 +26%
Axa
4043
Axa
France
$649K -$5.16K -17 -0.8%
S
4044
Sachetta
Massachusetts
$648K -$95.3K -314 -12%
CWMGO
4045
Capstone Wealth Management Group (Oregon)
Oregon
$648K -$44.3K -146 -6%
BGAI
4046
Bruce G. Allen Investments
Colorado
$648K -$22.2K -73 -3%
TWD
4047
True Wealth Design
Ohio
$648K +$479K +1,577 +252%
SIM
4048
Sterling Investment Management
Arizona
$647K +$243K +800 +57%
AF
4049
ASL Financial
California
$646K +$6.68K +22 +1%
MFS
4050
McNamara Financial Services
Massachusetts
$645K -$6.68K -22 -1%

JPM Hedge Fund Activity: Q1 2026 in Review

5,062 of the 8,146 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.