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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
AWM
4201
Able Wealth Management
New Jersey
$529K +$44.3K +146 +9%
AWA
4202
Argos Wealth Advisors
California
$529K +$9.41K +31 +2%
CFS
4203
CGC Financial Services
Oregon
$528K -$81K -267 -13%
MWA
4204
Muirfield Wealth Advisors
North Carolina
$527K +$12.1K +40 +2%
HWMG
4205
Harbour Wealth Management Group
South Carolina
$527K -$1.84M -6,075 -77%
AFO
4206
Allie Family Office
Florida
$527K +$30.3K +100 +6%
CI
4207
Corient IA
Florida
$524K -$66.8K -220 -11%
FWMP
4208
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$524K +$14.6K +48 +3%
SLG
4209
Sanchez Levi Garrett
$523K +$540K +1,779 New
NFTC
4210
North Forty Two & Co
Oregon
$523K -$27.3K -90 -5%
IWP
4211
Innova Wealth Partners
Pennsylvania
$523K -$48.6K -160 -8%
TWP
4212
Tower Wealth Partners
Pennsylvania
$523K
DWA
4213
Delta Wealth Advisors
Indiana
$523K +$17.3K +57 +3%
SWMG
4214
Sanchez Wealth Management Group
Florida
$522K +$7.89K +26 +1%
TA
4215
Townsend & Associates
Colorado
$520K
TLA
4216
Tanglewood Legacy Advisors
Texas
$519K
LWA
4217
Ledgewood Wealth Advisors
New Hampshire
$518K
MAM
4218
MMA Asset Management
Pennsylvania
$518K -$13.1K -43 -2%
XT
4219
XTX Topco
Cayman Islands
$517K -$24M -79,171 -98%
CCP
4220
Cushing Capital Partners
Wisconsin
$516K -$10.6K -35 -2%
JGIA
4221
Jackson Grant Investment Advisers
Connecticut
$516K +$16.1K +53 +3%
GRA
4222
Golden Road Advisors
Florida
$515K +$47.3K +156 +10%
GSWM
4223
Greenup Street Wealth Management
Michigan
$515K +$16.1K +53 +3%
SCA
4224
Sage Capital Advisors
South Dakota
$514K +$1.82K +6 +0.3%
WAG
4225
Wallace Advisory Group
California
$513K +$3.94K +13 +0.8%

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.