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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
FPW
4526
Flagship Private Wealth
Massachusetts
$349K -$23.1K -76 -6%
PCM
4527
Polymer Capital Management
New York
$349K -$189K -624 -34%
RWM
4528
Rialto Wealth Management
New York
$349K +$12.7K +42 +4%
SAM
4529
Satovsky Asset Management
New York
$349K +$1.82K +6 +0.5%
DF
4530
Daviman Financial
Indiana
$348K +$2.12K +7 +0.6%
QP
4531
Quartz Partners
New York
$348K -$41.3K -136 -10%
HHGA
4532
Halbert Hargrove Global Advisors
California
$348K
GSWA
4533
Good Steward Wealth Advisors
Tennessee
$347K -$35.8K -118 -9%
SHIM
4534
Stone House Investment Management
Pennsylvania
$346K -$11.8K -39 -3%
UW
4535
Unique Wealth
Florida
$346K +$66.2K +218 +23%
KIC
4536
Keating Investment Counselors
Florida
$346K -$349K -1,150 -49%
CWMS
4537
Cannon Wealth Management Services
North Carolina
$346K +$7.59K +25 +2%
AWA
4538
Alaska Wealth Advisors
Alaska
$345K -$24.9K -82 -7%
PWM
4539
Parkshore Wealth Management
California
$345K +$1.52K +5 +0.4%
CTWM
4540
Cherry Tree Wealth Management
Minnesota
$345K -$509K -1,676 -59%
SA
4541
Sicart Associates
New York
$345K
CFG
4542
Clayton Financial Group
Missouri
$344K
FCC
4543
Flower City Capital
New York
$344K +$6.68K +22 +2%
AA
4544
Auctus Advisors
North Carolina
$343K -$245K -807 -41%
BPW
4545
BLVD Private Wealth
Kentucky
$342K
OCFG
4546
O'Connor Financial Group
Illinois
$342K +$7.59K +25 +2%
TIA
4547
Tandem Investment Advisors
South Carolina
$342K +$47K +155 +15%
LPP
4548
Life Planning Partners
Florida
$342K -$61.9K -204 -15%
OPWM
4549
Oregon Pacific Wealth Management
Oregon
$341K -$53.7K -177 -13%
O3W
4550
Omni 360 Wealth
New Jersey
$340K

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.