We are live on ! Find out more
JPM icon

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
CCW
4751
Coastline Complete Wealth
South Carolina
$259K +$267K +881 New
PFA
4752
Providence Financial Advisors
Kansas
$259K +$44.6K +147 +20%
GCS
4753
Gordian Capital (Singapore)
Singapore
$257K
BFA
4754
Ballast Financial Advisors
Pennsylvania
$257K +$10.3K +34 +4%
GCM
4755
Generation Capital Management
New York
$256K
CDWM
4756
Campbell Deegan Wealth Management
Virginia
$256K +$10.6K +35 +4%
MPIA
4757
Milestones Private Investment Advisors
New York
$255K -$596K -1,963 -69%
MA
4758
Macro Advisors
Pennsylvania
$255K +$263K +867 New
BWM
4759
Brickley Wealth Management
California
$254K -$46.4K -153 -15%
LAM
4760
Lummis Asset Management
Texas
$254K
LFA
4761
Legend Financial Advisors
Pennsylvania
$254K
N
4762
Numerai
California
$254K +$262K +862 New
SWM
4763
StoneCrest Wealth Management
Arizona
$253K -$37.6K -124 -13%
PCWA
4764
Pacific Capital Wealth Advisors
California
$253K +$27.3K +90 +12%
GHI
4765
Gross & Hartman Investments
Pennsylvania
$253K -$6.07K -20 -2%
BFS
4766
Beacon Financial Strategies
North Carolina
$253K
LWA
4767
Lifelong Wealth Advisors
Minnesota
$252K +$3.34K +11 +1%
LWM
4768
Luminvest Wealth Management
Arizona
$252K +$8.8K +29 +4%
FLP
4769
Financial Life Planners
Arizona
$251K -$17.3K -57 -6%
SHFC
4770
Safe Harbor Family Capital
North Carolina
$251K -$6.37K -21 -2%
OFS
4771
Opus Financial Solutions
Illinois
$251K
MWM
4772
Mascagni Wealth Management
Mississippi
$251K +$259K +852 New
KAS
4773
Kemnay Advisory Services
New York
$250K -$63.7K -210 -20%
PFC
4774
Phocas Financial Corp
California
$250K
SAS
4775
Stelac Advisory Services
New York
$250K +$79.2K +261 +44%

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.