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JPMorgan Chase

5,061 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, 2,117 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: 2,117 | Existing positions reduced: 2,275

1.05% less ownership

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

1% less funds holding

Funds holding: 5,1255,061 (-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
5,061
Holders Change
-64
Holders Change %
-1.25%
% of All Funds
62.15%
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
2,117
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
EF
4151
Exeter Financial
Arizona
$556K +$303 +1 +0.1%
LFGO
4152
Legacy Financial Group (Oklahoma)
Oklahoma
$555K -$14K -46 -2%
GAFA
4153
Garton & Associates Financial Advisors
Kentucky
$555K -$1.69M -5,573 -75%
HWM
4154
HFR Wealth Management
New York
$555K -$1.21K -4 -0.2%
WA
4155
Walsh & Associates
Florida
$555K -$13.7K -45 -2%
HA
4156
Hegarty Advisors
New York
$554K
SWM
4157
Selective Wealth Management
Virginia
$553K +$1.21K +4 +0.2%
GT
4158
GreatBanc Trust
Illinois
$551K -$6.07K -20 -1%
CWM
4159
Consultiva Wealth Management
Puerto Rico
$551K
CB
4160
Cooke & Bieler
Pennsylvania
$551K
TBWA
4161
Three Bridge Wealth Advisors
California
$550K -$51.6K -170 -8%
RFP
4162
Roth Financial Partners
Texas
$549K -$2.73K -9 -0.5%
2WWM
4163
21 West Wealth Management
California
$549K
LWA
4164
LifeGoal Wealth Advisors
New York
$549K +$142K +468 +34%
TCM
4165
Tradewinds Capital Management
Washington
$549K +$2.43K +8 +0.4%
WHCI
4166
W.H. Cornerstone Investments
Massachusetts
$548K +$910 +3 +0.2%
OPWM
4167
Oxinas Partners Wealth Management
Indiana
$548K +$607 +2 +0.1%
1L
4168
10Elms LLP
Oklahoma
$548K +$535K +1,764 +1,764%
GC
4169
Guilbault Capital
Louisiana
$548K -$16.7K -55 -3%
AMG
4170
Asset Management Group
Connecticut
$548K +$38.2K +126 +7%
AM
4171
Atwater Malick
Pennsylvania
$547K -$5.77K -19 -1%
DFA
4172
DHJJ Financial Advisors
Illinois
$547K
DWM
4173
Denver Wealth Management
Colorado
$546K +$8.8K +29 +2%
RIP
4174
Reliant Investment Partners
North Carolina
$545K -$196K -646 -26%
CWA
4175
Clarus Wealth Advisors
Arizona
$545K +$108K +355 +24%

JPM Hedge Fund Activity: Q1 2026 in Review

5,061 of the 8,143 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 2,117 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.

  • 5,061 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,125 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.