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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
HI
4476
Human Investing
Oregon
$375K +$36.1K +119 +10%
AFS
4477
Axiom Financial Strategies
Indiana
$374K
STCOSD
4478
Sageworth Trust Company of South Dakota
South Dakota
$373K +$385K +1,269 New
CWMA
4479
Capstone Wealth Management (Alabama)
Alabama
$373K +$607 +2 +0.2%
LA
4480
Lakeside Advisors
Washington
$373K
HWMT
4481
Heritage Wealth Management (Texas)
Texas
$372K -$63.4K -209 -14%
W
4482
WPWealth
Texas
$372K -$11.2K -37 -3%
MLFP
4483
MPS Loria Financial Planners
Illinois
$372K +$607 +2 +0.2%
ORI
4484
Oak Ridge Investments
Illinois
$372K -$35.2K -116 -8%
AWA
4485
AmeriServ Wealth Advisors
Pennsylvania
$372K
BA
4486
Ballew Advisors
Mississippi
$371K +$607 +2 +0.2%
RWA
4487
Reicon Wealth Advisors
Georgia
$371K +$84.1K +277 +28%
CH
4488
CDKV Holdings
Colorado
$371K
CCM
4489
Colorado Capital Management
Colorado
$371K
LAM
4490
Lifestyle Asset Management
Texas
$368K +$75K +247 +25%
WA
4491
Winter & Associates
Minnesota
$368K -$12.1K -40 -3%
SHJ
4492
Sharkey, Howes & Javer
Colorado
$367K -$163K -536 -30%
AWP
4493
Accretive Wealth Partners
New Jersey
$365K +$106K +349 +39%
SPA
4494
Sentinel Pension Advisors
Massachusetts
$365K +$19.4K +64 +5%
HA
4495
Helium Advisors
Washington
$364K -$6.98K -23 -2%
R
4496
Rebalance
California
$363K -$166K -548 -31%
HWA
4497
Heritage Wealth Architects
Minnesota
$363K -$12.4K -41 -3%
IWP
4498
IAG Wealth Partners
Wisconsin
$363K +$28.2K +93 +8%
BFA
4499
Brown Financial Advisory
Alabama
$362K +$3.64K +12 +1%
AWA
4500
Adapt Wealth Advisors
Georgia
$362K -$31K -102 -8%

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.