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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
TWM
4301
Trevian Wealth Management
Massachusetts
$471K +$1.52K +5 +0.3%
HWMC
4302
Heritage Wealth Management (California)
California
$471K -$31.6K -104 -6%
LIA
4303
Luken Investment Analytics
Tennessee
$470K
BFAG
4304
Blackston Financial Advisory Group
Florida
$470K -$20.9K -69 -4%
QWM
4305
Quaker Wealth Management
New Jersey
$470K +$154K +508 +47%
SHWM
4306
Smith & Howard Wealth Management
Georgia
$469K -$10.6K -35 -2%
BWP
4307
BlueStem Wealth Partners
Minnesota
$468K +$19.7K +65 +4%
CP
4308
Clarendon Private
Massachusetts
$467K +$238K +784 +97%
AAMC
4309
Asset Allocation & Management Company
Illinois
$467K +$271K +893 +128%
BWM
4310
Boyd Wealth Management
California
$466K +$26.4K +87 +6%
BAM
4311
Belleair Asset Management
Florida
$466K
LD
4312
Lipe & Dalton
New York
$466K
WA
4313
Waystone Advisors
Washington
$465K +$8.8K +29 +2%
RIP
4314
RAM Investment Partners
Washington
$464K +$16.7K +55 +4%
CC
4315
Capital Counsel
New York
$464K +$29.7K +98 +7%
SSG
4316
Summit Securities Group
New York
$463K -$663K -2,185 -58%
SWA
4317
Strata Wealth Advisors
Texas
$462K -$11.5K -38 -2%
SWP
4318
ShoreHaven Wealth Partners
New Jersey
$462K +$1.52K +5 +0.3%
MQWP
4319
Morey & Quinn Wealth Partners
Nebraska
$462K +$24.9K +82 +6%
HKIMG
4320
Hutchens & Kramer Investment Management Group
Indiana
$462K -$19.1K -63 -4%
CCM
4321
Chickasaw Capital Management
Tennessee
$461K
FFC
4322
Frederick Financial Consultants
Maryland
$461K -$303 -1 -0.1%
LWP
4323
LeClair Wealth Partners
Ohio
$461K -$1.46M -4,821 -75%
BWAM
4324
Blue Water Asset Management
Michigan
$461K +$120K +397 +34%
RWM
4325
RMG Wealth Management
Wisconsin
$461K +$16.1K +53 +4%

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.