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JPMorgan Chase

5,060 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 205 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: 205 | 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%72.27% (-1.1%)

1% less funds holding

Funds holding: 5,1255,060 (-65)

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
5,060
Holders Change
-65
Holders Change %
-1.27%
% 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
205
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
FFG
4226
Fortress Financial Group
Minnesota
$510K -$285K -939 -35%
KFS
4227
Kurt F. Somerville
$509K -$177K -582 -25%
AWMG
4228
ADG Wealth Management Group
Louisiana
$509K +$74.7K +246 +17%
CM
4229
Columbus Macro
Pennsylvania
$509K -$8.8K -29 -2%
SOAG
4230
Silver Oak Advisory Group
Oregon
$508K
WFS
4231
Walker Financial Services
Kentucky
$508K +$14.6K +48 +3%
NRW
4232
Nova R Wealth
Kansas
$507K +$10.9K +36 +2%
KL
4233
KWMG LLC
Kansas
$507K -$5.46K -18 -1%
AWC
4234
Adamsbrown Wealth Consultants
Kansas
$506K +$1.21K +4 +0.2%
AWAU
4235
Alliance Wealth Advisors (Utah)
Utah
$506K -$97.4K -321 -16%
BGA
4236
Battery Global Advisors
Massachusetts
$505K +$502K +1,655 +2,627%
YWM
4237
Yoder Wealth Management
California
$505K +$27K +89 +5%
BOSSRA
4238
B.O.S.S. Retirement Advisors
Utah
$505K -$19.7K -65 -4%
DC
4239
Defender Capital
North Carolina
$505K
NFW
4240
Noble Family Wealth
Florida
$504K
HFRG
4241
Houlihan Financial Resource Group
Virginia
$504K
RFS
4242
RM Financial Services
Maine
$503K
NRWA
4243
North Ridge Wealth Advisors
Oregon
$503K
NPI
4244
New Perspectives Inc
Mississippi
$501K +$303 +1 +0.1%
JCIA
4245
Jackson Creek Investment Advisors
Colorado
$500K -$2.43K -8 -0.5%
AFC
4246
Ares Financial Consulting
California
$500K +$114K +377 +29%
WWM
4247
WT Wealth Management
Arizona
$500K -$22.5K -74 -4%
PBF
4248
Petix & Botte Financial
California
$499K -$233K -768 -48%
TPF
4249
Tribridge Partners Financial
Maryland
$498K +$152K +500 +42%
GAMC
4250
Garner Asset Management Corp
Texas
$498K +$3.64K +12 +0.7%

JPM Hedge Fund Activity: Q1 2026 in Review

5,060 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: 205 funds opened new JPM positions and 177 closed out — a net gain of 28 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.

  • 5,060 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.
  • 205 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +28 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.