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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
WN
4401
Williams & Novak
California
$419K +$38.8K +128 +10%
VIP
4402
Value Investment Professionals
New York
$418K -$8.06M -26,556 -95%
GFP
4403
Guardian Financial Partners
California
$418K +$1.82K +6 +0.4%
PFP
4404
Paragon Financial Partners
California
$418K
EFA
4405
Englebert Financial Advisers
Pennsylvania
$418K -$14.9K -49 -3%
MRI
4406
Mad River Investors
Massachusetts
$417K +$5.16K +17 +1%
LFS
4407
Lutz Financial Services
Nebraska
$417K +$13.1K +43 +3%
TFP
4408
Triune Financial Partners
Kansas
$416K -$30.3K -100 -7%
AL
4409
ADE LLC
Maryland
$416K
RA
4410
Resolute Advisors
California
$416K +$429K +1,413 New
IWN
4411
Independent Wealth Network
Iowa
$415K -$41.9K -138 -9%
MWM
4412
MOR Wealth Management
Pennsylvania
$414K +$124K +409 +41%
GWA
4413
Geometric Wealth Advisors
District of Columbia
$414K +$25.2K +83 +6%
MGIA
4414
Matthew Goff Investment Advisor
Texas
$414K
DW
4415
Dodds Wealth
Colorado
$414K
LC
4416
Lavaca Capital
Texas
$414K
NCMW
4417
Northern Capital Management (Washington)
Washington
$413K
RAG
4418
RIA Advisory Group
Iowa
$413K -$7.28K -24 -2%
SC
4419
Shearwater Capital
Colorado
$413K +$426K +1,403 New
EP
4420
Essential Planning
New Hampshire
$412K
MAM
4421
Marotta Asset Management
Virginia
$411K
CCC
4422
Chelsea Counsel Company
California
$409K
TWM
4423
Triton Wealth Management
Arizona
$409K
WA
4424
WESPAC Advisors
California
$409K -$150K -495 -26%
JWM
4425
JDH Wealth Management
California
$408K +$74.7K +246 +22%

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.