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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
FAN
4276
Financial Advisors Network
California
$485K -$39.8K -131 -7%
IPW
4277
IronBridge Private Wealth
Texas
$485K -$7.59K -25 -1%
GCA
4278
Genesee Capital Advisors
New York
$484K -$6.07K -20 -1%
PRI
4279
Prepared Retirement Institute
Pennsylvania
$484K -$91K -300 -15%
EWM
4280
Endowment Wealth Management
Wisconsin
$484K +$4.55K +15 +0.9%
PWM
4281
Power Wealth Management
Georgia
$483K -$23.4K -77 -4%
EWL
4282
Emissary Wealth LLC
New Jersey
$482K -$18.8K -62 -4%
TFCP
4283
Twin Focus Capital Partners
Massachusetts
$482K -$519K -1,709 -51%
TW
4284
Towerpoint Wealth
California
$482K +$59.2K +195 +14%
RAS
4285
RPS Advisory Solutions
Kentucky
$481K -$46.1K -152 -8%
UWM
4286
Urban Wealth Management
California
$481K -$44.9K -148 -8%
WWM
4287
Wiser Wealth Management
Georgia
$481K -$32.8K -108 -6%
SIS
4288
Strategic Investment Solutions
Illinois
$480K -$6.07K -20 -1%
2L
4289
25 LLC
Missouri
$480K +$31.6K +104 +7%
GWSA
4290
Global Wealth Strategies & Associates
Colorado
$479K -$910 -3 -0.2%
SWIA
4291
Solano Wealth Investment Advisors
California
$478K
SAM
4292
Sequent Asset Management
Texas
$477K -$242K -799 -33%
CHWM
4293
Cauble & Harre Wealth Management
Missouri
$476K -$29.1K -96 -6%
LFASL
4294
Lugano Financial Advisors SA (LFA)
Switzerland
$475K
VBFP
4295
Valtinson Bruner Financial Planning
Minnesota
$475K +$46.4K +153 +10%
CFS
4296
Cannon Financial Strategists
Georgia
$474K +$15.8K +52 +3%
GFL
4297
Granite FO LLC
New Hampshire
$473K
SFMG
4298
Sage Financial Management Group
Virginia
$473K
FSBI
4299
Fearless Solutions (Best Invest)
Texas
$472K -$15.2K -50 -3%
GGI
4300
Godsey & Gibb Inc
Virginia
$471K -$234K -770 -32%

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.