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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
MBI
4101
May Barnhard Investments
Maryland
$592K
WFS
4102
Widmann Financial Services
Maryland
$592K
AR
4103
Apeiron RIA
Texas
$591K +$33.4K +110 +6%
CWA
4104
Cura Wealth Advisors
Illinois
$590K -$160K -526 -21%
FCMA
4105
Foresight Capital Management Advisors
Michigan
$589K +$2.12K +7 +0.4%
WWA
4106
Wealth Watch Advisors
Colorado
$589K +$110K +364 +22%
ATFA
4107
All Terrain Financial Advisors
Minnesota
$589K -$168K -552 -22%
BCM
4108
Brooktree Capital Management
Michigan
$588K
BOA
4109
Birnam Oak Advisors
New York
$588K +$607K +2,000 New
BAG
4110
Bauman Advisory Group
Nevada
$587K -$73.7K -243 -11%
TP
4111
Thayer Partners
Pennsylvania
$587K +$26.7K +88 +5%
ORAM
4112
One River Asset Management
Connecticut
$586K +$605K +1,993 New
SFP
4113
Sterling Financial Planning
New Jersey
$584K
SA
4114
Sonoma Allocations
California
$584K -$77.4K -255 -11%
WW
4115
Westshore Wealth
California
$584K +$18.8K +62 +3%
HFW
4116
Horizon Family Wealth
Illinois
$583K +$2.43K +8 +0.4%
KNFPWM
4117
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$583K -$13.7K -45 -2%
CFP
4118
Comprehensive Financial Planning
Pennsylvania
$582K +$2.12K +7 +0.4%
RFG
4119
REAP Financial Group
Texas
$582K -$117K -387 -16%
DP
4120
Denver PWM
Colorado
$580K +$52.2K +172 +10%
RHJA
4121
Rice Hall James & Associates
California
$579K
KA
4122
Kearns & Associates
California
$579K
MSWM
4123
Master's Wealth Management
Pennsylvania
$578K +$257K +848 +76%
MAMG
4124
Milestone Asset Management Group
Connecticut
$578K +$1.52K +5 +0.3%
PSP
4125
Pacific Sage Partners
Washington
$578K +$256K +842 +75%

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.