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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
FWM
4676
FFT Wealth Management
Pennsylvania
$288K +$297K +979 New
AW
4677
Ankerstar Wealth
Texas
$288K +$146K +480 +96%
RLWM
4678
RF&L Wealth Management
Massachusetts
$288K -$1.83M -6,023 -86%
RI
4679
Rinkey Investments
California
$287K
FFW
4680
Fusion Family Wealth
New York
$287K +$303 +1 +0.1%
KFG
4681
Kropog Financial Group
Louisiana
$287K +$1.21K +4 +0.4%
WA
4682
WPG Advisers
Maryland
$287K -$30K -99 -9%
HOWA
4683
Heritage Oak Wealth Advisors
Florida
$287K +$66.5K +219 +29%
ACM
4684
Anfield Capital Management
California
$287K +$189K +624 +177%
AIA
4685
Alternative Investment Advisors
Florida
$285K +$294K +968 New
WFP
4686
Welch Financial Planning
Colorado
$285K +$20K +66 +7%
WIP
4687
WealthCare Investment Partners
Rhode Island
$284K +$2.73K +9 +0.9%
DWA
4688
Delos Wealth Advisors
Texas
$284K +$288K +950 +5,938%
FCM
4689
Fogel Capital Management
Florida
$284K -$6.07K -20 -2%
BHWM
4690
Bay Harbor Wealth Management
Maryland
$284K +$58.3K +192 +25%
CPWM
4691
Cypress Point Wealth Management
Texas
$282K +$291K +959 New
RIAS
4692
Rachor Investment Advisory Services
Michigan
$282K +$303 +1 +0.1%
IDBONY
4693
Israel Discount Bank of New York
New York
$282K -$18.5K -61 -6%
UFA
4694
Uptown Financial Advisors
Texas
$282K
WCM
4695
WealthTrak Capital Management
Virginia
$282K +$3.04K +10 +1%
CCM
4696
Check Capital Management
California
$281K +$303 +1 +0.1%
AWM
4697
Alterna Wealth Management
Texas
$281K -$28.8K -95 -9%
MF
4698
Midwestern Financial
Iowa
$281K +$290K +955 New
CQWA
4699
Chokshi & Queen Wealth Advisors
California
$280K +$4.86K +16 +2%
AFWM
4700
Arta Finance Wealth Management
California
$280K -$167K -550 -36%

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.