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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
DWM
4051
Darwin Wealth Management
Florida
$642K +$910 +3 +0.1%
VFP
4052
Vilga Financial Planning
New Jersey
$642K
DWS
4053
Dynamic Wealth Strategies
California
$642K +$198K +654 +43%
OA
4054
Oceanside Advisors
South Carolina
$640K +$27.6K +91 +4%
RWRC
4055
R.W. Roge & Company
New York
$640K -$4.55K -15 -0.7%
SBWIC
4056
Schaper Benz & Wise Investment Counsel
Wisconsin
$640K +$66.2K +218 +11%
RSF
4057
Rik Saylor Financial
Ohio
$636K +$910 +3 +0.1%
RS
4058
R Squared
Hong Kong
$635K +$231K +761 +54%
TF
4059
Tenzing Financial
Virginia
$634K -$4.25K -14 -0.7%
T
4060
Tableaux
Massachusetts
$634K +$385K +1,267 +143%
PDM
4061
Penn Davis McFarland
Texas
$632K -$69.8K -230 -10%
SFPG
4062
Stonebridge Financial Planning Group
Florida
$631K -$30.3K -100 -4%
CCIA
4063
Cherry Creek Investment Advisors
Colorado
$631K +$5.77K +19 +0.9%
WA
4064
Waterford Advisors
New York
$628K
FPW
4065
Flywheel Private Wealth
California
$627K
IWM
4066
Integris Wealth Management
California
$626K -$50.1K -165 -7%
SMBT
4067
Southern Michigan Bank & Trust
Michigan
$625K +$645K +2,126 New
SIP
4068
Stoneridge Investment Partners
Pennsylvania
$622K +$642K +2,114 New
CWA
4069
Centennial Wealth Advisory
Michigan
$621K -$91.3K -301 -12%
KFS
4070
Kelly Financial Services
Massachusetts
$618K +$14.9K +49 +2%
PWA
4071
Peterson Wealth Advisors
Utah
$615K -$13.1K -43 -2%
LP
4072
LGL Partners
Pennsylvania
$615K
EMAM
4073
Encompass More Asset Management
California
$614K +$23.1K +76 +4%
GSCM
4074
Greenfield Seitz Capital Management
Texas
$612K
VCWA
4075
Vanguard Capital Wealth Advisors
Colorado
$610K +$2.43K +8 +0.4%

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.