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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
HFS
4426
Hoge Financial Services
Pennsylvania
$408K +$910 +3 +0.2%
DI
4427
Disciplined Investments
Oklahoma
$407K +$83.2K +274 +25%
FWM
4428
Fonville Wealth Management
Virginia
$407K +$119K +392 +40%
PWM
4429
Penobscot Wealth Management
Maine
$405K +$3.94K +13 +1%
B
4430
Bellecapital
Switzerland
$405K -$9.41K -31 -2%
PS
4431
Portfolio Strategies
New York
$405K +$418K +1,376 New
AWM
4432
Avondale Wealth Management
Texas
$404K
KA
4433
Kure Advisory
Minnesota
$404K +$49.2K +162 +13%
SC
4434
Schubert & Co
Texas
$403K +$2.43K +8 +0.6%
EW
4435
Entruity Wealth
California
$403K
GFA
4436
Godfrey Financial Associates
New York
$401K -$910 -3 -0.2%
IWS
4437
Integrity Wealth Solutions
Colorado
$400K +$5.77K +19 +1%
APWM
4438
Argonautica Private Wealth Management
Massachusetts
$400K
HBS
4439
Howard Bailey Securities
Indiana
$399K +$90.7K +299 +28%
PF
4440
PlanVest Financial
Maryland
$399K +$411K +1,355 New
IWM
4441
IMG Wealth Management
Florida
$398K -$94.7K -312 -19%
PVI
4442
Pura Vida Investments
New York
$397K
IWS
4443
Intentional Wealth Strategies
Colorado
$397K +$409K +1,348 New
JCM
4444
J2 Capital Management
Michigan
$396K +$7.28K +24 +2%
SG
4445
Sankala Group
Colorado
$395K
VPF
4446
Vantage Point Financial
Illinois
$395K -$126K -415 -24%
TCM
4447
Traub Capital Management
Massachusetts
$395K -$17K -56 -4%
MWA
4448
Monograph Wealth Advisors
California
$393K -$4.55M -15,000 -92%
VFS
4449
Valpey Financial Services
New Hampshire
$391K -$8.19K -27 -2%
LAMC
4450
Longview Asset Management (California)
California
$391K +$95K +313 +31%

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.