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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
MTC
4776
McDaniel Terry & Co
Texas
$250K +$258K +850 New
BCWM
4777
Ball & Co Wealth Management
Tennessee
$250K +$1.21K +4 +0.5%
BWG
4778
Beta Wealth Group
California
$250K +$48.3K +159 +23%
SWM
4779
Schwallier Wealth Management
Michigan
$250K
PC
4780
Parrish Capital
Georgia
$249K
AWMS
4781
Advocacy Wealth Management Services
Georgia
$249K +$257K +847 New
ACM
4782
Avalon Capital Management
California
$249K -$225K -742 -47%
AI
4783
Auour Investments
Massachusetts
$248K
BWA
4784
BCU Wealth Advisors
Illinois
$248K +$1.21K +4 +0.5%
AW
4785
Avion Wealth
Texas
$248K -$2.73K -9 -1%
QA
4786
Quattro Advisors
Pennsylvania
$248K +$42.8K +141 +20%
CAAM
4787
Cornerstone Advisors Asset Management
Pennsylvania
$248K -$2.43K -8 -0.9%
FA
4788
Fortis Advisors
Pennsylvania
$248K
JWM
4789
Jacksonville Wealth Management
Florida
$247K +$3.94K +13 +2%
C
4790
Covestor
United Kingdom
$247K -$86.8K -286 -25%
VWM
4791
Vigil Wealth Management
Florida
$247K
EP
4792
Essential Partners
California
$247K +$1.82K +6 +0.7%
NCG
4793
Newport Capital Group
New Jersey
$247K -$20.3K -67 -7%
GVCM
4794
Global View Capital Management
Wisconsin
$246K -$6.98K -23 -3%
AFG
4795
Altiora Financial Group
Ohio
$246K
CIS
4796
Continental Investors Services
Washington
$245K +$27.9K +92 +13%
FNWM
4797
Financial Network Wealth Management
Utah
$245K -$12.4K -41 -5%
SWA
4798
ShankerValleau Wealth Advisors
Illinois
$244K
ACM
4799
Alamar Capital Management
California
$244K
AP
4800
Aspect Partners
Virginia
$244K +$607 +2 +0.2%

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.