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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
AAM
4701
Austin Asset Management
Texas
$280K -$607 -2 -0.2%
ES
4702
ETF Store
Kansas
$280K +$4.55K +15 +2%
JWS
4703
Juncture Wealth Strategies
Arizona
$278K +$35.8K +118 +14%
EWA
4704
Elevate Wealth Advisory
Georgia
$278K +$3.34K +11 +1%
EP
4705
E6 Portfolios
Utah
$278K +$17K +56 +6%
PFM
4706
Patton Fund Management
Texas
$277K -$7.04M -23,182 -96%
G
4707
Gainplan
Michigan
$277K +$11.2K +37 +4%
WH
4708
Whitcomb & Hess
Ohio
$276K -$9.11K -30 -3%
TF
4709
Theory Financial
Colorado
$276K
CP
4710
Capital Planning
Washington
$276K +$17K +56 +6%
IFS
4711
Integrated Financial Solutions
Virginia
$276K +$30.3K +100 +12%
HSWS
4712
Higgins & Schmidt Wealth Strategies
Colorado
$275K -$6.68K -22 -2%
FS
4713
Ferguson Shapiro
Georgia
$275K +$1.21K +4 +0.4%
KCM
4714
Kennedy Capital Management
Missouri
$274K -$1.82K -6 -0.6%
SFAM
4715
Sawyer Falduto Asset Management
Illinois
$272K +$137K +450 +95%
WPWM
4716
Western Pacific Wealth Management
Illinois
$271K
LOAMU
4717
Lombard Odier Asset Management (USA)
New York
$271K +$280K +922 New
LAA
4718
Liberty Atlantic Advisors
Texas
$270K +$7.89K +26 +3%
AC
4719
Avant Capital
Louisiana
$270K +$1.52K +5 +0.5%
MF
4720
Manuka Financial
Virginia
$270K
NWA
4721
Northwest Wealth Advisors
Washington
$270K
CMMS
4722
Comprehensive Money Management Services
Florida
$270K
TNAM
4723
Terra Nova Asset Management
New York
$269K -$2.55M -8,394 -90%
MAA
4724
Mraz Amerine & Associates
California
$268K +$303 +1 +0.1%
GCM
4725
Gallacher Capital Management
Colorado
$268K -$41.6K -137 -13%

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.