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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
PFA
4351
Pathway Financial Advisors
Vermont
$443K -$518K -1,706 -53%
CWM
4352
ClientFirst Wealth Management
Arkansas
$442K
MFS
4353
Madrona Financial Services
Washington
$442K +$15.8K +52 +4%
MA
4354
Mezzasalma Advisors
New Jersey
$441K -$7.59K -25 -2%
HP
4355
Highlander Partners
Texas
$441K
SAM
4356
Stembrook Asset Management
New Jersey
$441K
GC
4357
Gruss & Co
Florida
$441K +$152K +500 +50%
NA
4358
Nottingham Advisors
New York
$441K
MPPW
4359
Mitchell & Pahl Private Wealth
Oklahoma
$441K -$3.94K -13 -0.9%
MJFG
4360
Mars Jewett Financial Group
Washington
$440K -$7.28K -24 -2%
CCA
4361
Cottonwood Capital Advisors
Utah
$440K +$1.21K +4 +0.3%
HIM
4362
Harbour Investment Management
Washington
$440K +$45.5K +150 +11%
SCM
4363
Saxony Capital Management
Missouri
$439K +$27.9K +92 +7%
CA
4364
Crane Advisory
California
$439K +$12.1K +40 +3%
RWM
4365
Ruedi Wealth Management
Illinois
$439K
AI
4366
AdvisorShares Investments
Maryland
$438K
DFG
4367
Demars Financial Group
Washington
$437K
JRPIM
4368
Journey Retirement Planning & Investment Management
Idaho
$436K -$1.07M -3,519 -70%
CWA
4369
Continuum Wealth Advisors
New York
$436K -$59.5K -196 -12%
BZWA
4370
Blue Zone Wealth Advisors
California
$434K +$4.25K +14 +1%
HGA
4371
Hobbs Group Advisors
South Carolina
$434K -$34K -112 -7%
PRRFG
4372
Paul R. Ried Financial Group
Washington
$433K +$75K +247 +20%
TFO
4373
Tarbox Family Office
California
$433K -$311K -1,024 -41%
TAM
4374
TCP Asset Management
Ohio
$432K -$308K -1,014 -41%
PFG
4375
Pinnacle Financial Group
Illinois
$432K -$45.5K -150 -9%

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.