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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
WAN
4076
Wealth Advisors Northwest
Oregon
$609K +$1.82K +6 +0.3%
CIA
4077
Caerus Investment Advisors
Texas
$608K -$67.4K -222 -10%
SGI
4078
Swan Global Investments
Colorado
$607K +$62.5K +206 +11%
KWA
4079
Kondo Wealth Advisors
California
$607K +$214K +705 +52%
SWMG
4080
Signature Wealth Management Group
Georgia
$607K
IDA
4081
Intelligence Driven Advisers
California
$607K -$22.5K -74 -3%
SFFS
4082
Stonehage Fleming Financial Services
Jersey
$607K
HIF
4083
Hill Island Financial
Michigan
$606K -$42.2K -139 -6%
BC
4084
Broadwater Capital
Massachusetts
$606K
JSA
4085
Jacobson & Schmitt Advisors
Wisconsin
$606K
CL
4086
COWA LLC
Oklahoma
$606K -$64.6K -213 -9%
GCWM
4087
Graham Capital Wealth Management
District of Columbia
$606K
BA
4088
Brightwater Advisory
Florida
$605K -$14.6K -48 -2%
SRWM
4089
Shira Ridge Wealth Management
California
$603K -$3.34K -11 -0.5%
RWC
4090
Rare Wolf Capital
Washington
$602K
SWIM
4091
Smallwood Wealth Investment Management
New Jersey
$601K +$10.6K +35 +2%
IVP
4092
Intrinsic Value Partners
Arizona
$598K -$43.4K -143 -7%
WI
4093
Wedgewood Investors
Pennsylvania
$597K -$6.07K -20 -1%
LAM
4094
Lakewood Asset Management
Illinois
$596K -$10.3K -34 -2%
IFO
4095
Independent Family Office
New York
$596K -$53.1K -175 -8%
JE
4096
Jacobs Equity
Utah
$594K -$121K -400 -17%
RWMG
4097
Redwood Wealth Management Group
New Jersey
$594K +$303 +1 +0%
SO
4098
Sierra Ocean
California
$593K +$6.68K +22 +1%
AC
4099
AWM Capital
Arizona
$593K -$303 -1 -0%
OFP
4100
OLIO Financial Planning
Virginia
$593K -$12.4K -41 -2%

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.