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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
GFA
4176
Gladwyn Financial Advisors
Virginia
$545K
IWAO
4177
Independence Wealth Advisors (Ohio)
Ohio
$545K +$169K +558 +43%
WBCM
4178
Wilson & Boucher Capital Management
California
$545K +$303 +1 +0.1%
FFS
4179
Fortress Financial Solutions
Arizona
$544K +$30.7K +101 +6%
DWAM
4180
Duncan Williams Asset Management
Tennessee
$544K -$14.3K -47 -2%
RK
4181
Rather & Kittrell
Tennessee
$543K -$6.68K -22 -1%
NWMP
4182
Noble Wealth Management PBC
Colorado
$543K -$5.77K -19 -1%
SC
4183
Schiavi & Co
Delaware
$543K +$4.86K +16 +0.9%
CWA
4184
CogentBlue Wealth Advisors
Tennessee
$542K -$24.9K -82 -4%
GA
4185
Gordian Advisors
Arizona
$542K
JWM
4186
Jupiter Wealth Management
Colorado
$542K
TCM
4187
Thoma Capital Management
Maryland
$542K -$227K -747 -29%
AFA
4188
American Financial Advisors
Georgia
$540K +$2.73K +9 +0.5%
SFG
4189
Southern Financial Group
Alabama
$538K +$3.94K +13 +0.7%
WCM
4190
Warburton Capital Management
Oklahoma
$538K +$59.8K +197 +13%
BHPW
4191
Box Hill Private Wealth
Arizona
$538K +$2.43K +8 +0.4%
ICMM
4192
Integrated Capital Management (Michigan)
Michigan
$535K +$52.2K +172 +10%
CIC
4193
Chase Investment Counsel
Virginia
$535K +$259K +852 +88%
FGC
4194
First Growth Capital
Maryland
$535K
MFA
4195
Morling Financial Advisors
California
$534K -$8.8K -29 -2%
EFG
4196
Elm3 Financial Group
Georgia
$533K +$2.73K +9 +0.5%
NNPTE
4197
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$533K -$4.94M -16,287 -90%
MFPI
4198
Midwest Financial Partners Investments
Minnesota
$532K
WW
4199
Wright Wealth
Georgia
$530K -$12.1K -40 -2%
EA
4200
Echo45 Advisors
California
$529K -$21.5K -71 -4%

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.