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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
4451
Tumwater Wealth Management
Idaho
$390K
LKBC
4452
L.K. Benson & Company
Maryland
$390K
VR
4453
Valued Retirements
Texas
$388K
EW
4454
Enzi Wealth
Texas
$388K -$3.34K -11 -0.8%
FPN
4455
Financial Planning Navigators
Minnesota
$386K +$96.2K +317 +32%
RCM
4456
Richardson Capital Management
Wisconsin
$385K +$12.4K +41 +3%
HWA
4457
Hilltop Wealth Advisors
North Carolina
$385K +$11.2K +37 +3%
PPWM
4458
Perissos Private Wealth Management
Oklahoma
$384K
KFG
4459
Kelly Financial Group
Connecticut
$384K +$2.73K +9 +0.7%
LGW
4460
Leslie Global Wealth
Illinois
$383K +$4.55K +15 +1%
SAL
4461
SACKS & ASSOCIATES, LLC
New Jersey
$382K
PCC
4462
Park Circle Company
Maryland
$382K
SCM
4463
Sage Capital Management
New Jersey
$382K +$1.21K +4 +0.3%
AFAS
4464
Acorn Financial Advisory Services
Virginia
$381K -$11.8K -39 -3%
CFP
4465
Curran Financial Partners
South Carolina
$381K +$110K +364 +39%
RPA
4466
Rock Point Advisors
Vermont
$379K +$104K +343 +36%
WFA
4467
Websterrogers Financial Advisors
South Carolina
$379K +$43.1K +142 +12%
MSF
4468
Mustard Seed Financial
Arkansas
$379K +$7.28K +24 +2%
MCM
4469
MontVue Capital Management
Virginia
$378K -$60.7K -200 -13%
HA
4470
Heartland Advisors
Wisconsin
$378K +$294K +969 +307%
GC
4471
Gibson Capital
Pennsylvania
$377K +$8.5K +28 +2%
CPA
4472
Cathy Pareto & Associates
Florida
$377K +$1.82K +6 +0.5%
BNA
4473
BankChampaign National Association
Illinois
$376K -$65.2K -215 -14%
AAS
4474
AdviceOne Advisory Services
Connecticut
$376K +$6.07K +20 +2%
ZWA
4475
Zinnia Wealth Advisory
Florida
$375K -$29.7K -98 -7%

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.