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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
FAM
4551
Frontier Asset Management
Wyoming
$340K +$7.59K +25 +2%
HFF
4552
Halter Ferguson Financial
Indiana
$340K -$20.9K -69 -6%
BA
4553
Bellwether Advisors
Nebraska
$340K
CSIA
4554
Conrad Siegel Investment Advisors
Pennsylvania
$340K -$1.82K -6 -0.5%
PC
4555
Prairiewood Capital
North Dakota
$339K
AA
4556
ACT Advisors
North Carolina
$339K +$2.12K +7 +0.6%
FAOAI
4557
Fund Advisors of America Inc
Florida
$339K -$156K -514 -31%
MIM
4558
Macroview Investment Management
Maryland
$338K -$3.64K -12 -1%
FWA
4559
FOCUS Wealth Advisors
Texas
$338K +$607 +2 +0.2%
IWMO
4560
Integrated Wealth Management (Ohio)
Ohio
$335K +$80.1K +264 +30%
4WM
4561
4J Wealth Management
Virginia
$335K +$30.7K +101 +10%
MFS
4562
Mirabella Financial Services
United Kingdom
$334K +$345K +1,137 New
LFWA
4563
LiftPoint Family Wealth Advisors
New Jersey
$333K +$15.5K +51 +5%
FIT
4564
Financially in Tune
Massachusetts
$332K +$53.4K +176 +18%
LL
4565
LPWM LLC
Minnesota
$332K +$20.6K +68 +6%
JSA
4566
Jim Saulnier & Associates
Colorado
$332K +$3.04K +10 +0.9%
WFP
4567
Wrenne Financial Planning
Kentucky
$331K -$10K -33 -3%
GCP
4568
Guardian Capital (Pennsylvania)
Pennsylvania
$331K -$177K -584 -34%
DA
4569
Dash Acquisitions
California
$331K +$910 +3 +0.3%
LSWP
4570
Liberty Square Wealth Partners
Pennsylvania
$331K -$54.3K -179 -14%
FIC
4571
Family Investment Center
Missouri
$331K -$211K -696 -38%
IW
4572
Imprint Wealth
South Carolina
$330K -$10.6K -35 -3%
LPFG
4573
Landing Point Financial Group
Ohio
$330K +$1.52K +5 +0.4%
CAS
4574
CTC Alternative Strategies
Illinois
$329K +$340K +1,120 New
LAM
4575
Lountzis Asset Management
Pennsylvania
$328K

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.