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JPMorgan Chase

5,059 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, 2,274 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: 2,274

1.06% less ownership

Funds ownership: 73.33%72.26% (-1.1%)

1% less funds holding

Funds holding: 5,1255,059 (-66)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.4B)

15% less funds holding in top 10

Funds holding in top 10: 938794 (-144)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,059
Holders Change
-66
Holders Change %
-1.29%
% of All Funds
62.14%
Holding in Top 10
794
Holding in Top 10 Change
-144
Holding in Top 10 Change %
-15.35%
% of All Funds
9.75%
New
205
Increased
2,117
Reduced
2,274
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
OA
4651
Oxbow Advisors
Texas
$295K -$126K -415 -29%
NAMM
4652
NorthStar Asset Management (Massachusetts)
Massachusetts
$295K -$4.25K -14 -1%
DWM
4653
Daner Wealth Management
Georgia
$295K -$65.2K -215 -18%
CA
4654
Cumberland Advisors
Florida
$294K
UWM
4655
USAdvisors Wealth Management
Minnesota
$294K -$16.4K -54 -5%
CMP
4656
Coston McIsaac & Partners
Maine
$294K
VWM
4657
Vermillion Wealth Management
Minnesota
$293K +$57.4K +189 +23%
AFS
4658
AFG Fiduciary Services
Massachusetts
$293K -$16.1K -53 -5%
HWM
4659
HRC Wealth Management
Idaho
$293K -$4.86K -16 -2%
MA
4660
McGrath & Associates
North Carolina
$293K
SF
4661
SWP Financial
California
$293K -$10.6K -35 -3%
DQRIM
4662
Dale Q Rice Investment Management
Washington
$292K
FWSM
4663
First Wilshire Securities Management
California
$292K
AA
4664
Advisory Advocates
Michigan
$292K +$103K +338 +52%
RIG
4665
Renaissance Investment Group
Massachusetts
$292K +$86.5K +285 +40%
KOC
4666
Koss-Olinger Consulting
Florida
$291K -$281K -926 -48%
MSWA
4667
Marshall & Sterling Wealth Advisors
New York
$290K +$1.52K +5 +0.5%
ZAM
4668
Zevin Asset Management
Massachusetts
$290K -$19.4K -64 -6%
W
4669
WealthCollab
Washington
$290K
OFG
4670
Opulen Financial Group
Virginia
$290K +$7.28K +24 +2%
PWA
4671
Prairie Wealth Advisors
Nebraska
$290K
NA
4672
Nautilus Advisors
California
$290K +$3.94K +13 +1%
BCAM
4673
Boston Common Asset Management
Massachusetts
$289K
MWM
4674
Magnolia Wealth Management
Alabama
$289K
WOSD
4675
WFA of San Diego
California
$289K

JPM Hedge Fund Activity: Q1 2026 in Review

5,059 of the 8,141 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 2,274 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.

  • 5,059 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.