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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
GWM
4576
GK Wealth Management
Nevada
$328K -$89.8K -296 -20%
DWM
4577
DWR Wealth Management
California
$328K +$3.34K +11 +1%
APW
4578
Atlantic Private Wealth
North Carolina
$328K -$13.4K -44 -4%
SCM
4579
Stonehearth Capital Management
Massachusetts
$328K
RWS
4580
Rochester Wealth Strategies
Michigan
$327K +$19.7K +65 +6%
LWM
4581
Laidlaw Wealth Management
New York
$327K +$45.5K +150 +16%
Eagle Capital Management (New York)
4582
Eagle Capital Management (New York)
New York
$326K
CCM
4583
Chiron Capital Management
Florida
$326K +$337K +1,109 New
BRIA
4584
Balanced Rock Investment Advisors
Massachusetts
$326K -$34.3K -113 -9%
HWA
4585
HighRoad Wealth Advisors
Oregon
$325K
PFA
4586
Pettinga Financial Advisors
Indiana
$325K +$34.9K +115 +12%
RG
4587
RHL Group
Michigan
$325K -$351K -1,157 -51%
WF
4588
Warner Financial
Maryland
$325K
NS
4589
Northland Securities
Minnesota
$325K -$33.4K -110 -9%
RFPS
4590
Reality Financial Planning Services
Florida
$324K
ARG
4591
Advisory Resource Group
Oklahoma
$324K +$19.7K +65 +6%
PIA
4592
Panoramic Investment Advisors
Colorado
$324K +$27.3K +90 +9%
MFA
4593
McClarren Financial Advisors
Pennsylvania
$323K -$284K -937 -46%
AWP
4594
Astra Wealth Partners
New Jersey
$323K +$8.19K +27 +3%
MCG
4595
McCollum Christoferson Group
New York
$323K +$29.7K +98 +10%
CCA
4596
Conservest Capital Advisors
Pennsylvania
$323K +$21.9K +72 +7%
EA
4597
Ellsworth Advisors
Ohio
$322K -$2.84M -9,346 -90%
RCP
4598
Roan Capital Partners
Tennessee
$322K +$332K +1,093 New
WCP
4599
Wick Capital Partners
Pennsylvania
$321K +$63.7K +210 +24%
NOI
4600
Newton One Investments
Delaware
$321K +$1.52K +5 +0.5%

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.