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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
CA
4801
Chatterton & Associates
California
$244K +$37K +122 +18%
NA
4802
Note Advisors
New York
$244K
AWA
4803
Archvest Wealth Advisors
California
$243K -$18.2K -60 -7%
PWM
4804
PMG Wealth Management
Illinois
$243K -$57.1K -188 -19%
TCCM
4805
Timber Creek Capital Management
Massachusetts
$243K
MWM
4806
Madrid Wealth Management
New Mexico
$242K
WCA
4807
Waratah Capital Advisors
Ontario, Canada
$242K -$75.3K -248 -23%
CFSG
4808
Clark Financial Services Group
Missouri
$242K +$18.8K +62 +8%
LWMI
4809
Legacy Wealth Management (Idaho)
Idaho
$242K +$29.1K +96 +13%
TSW
4810
Three Seasons Wealth
Utah
$242K +$28.2K +93 +13%
CCP
4811
Caden Capital Partners
California
$242K +$151K +498 +154%
BWA
4812
Boulder Wealth Advisors
Colorado
$241K +$14K +46 +6%
BWMG
4813
Barnes Wealth Management Group
California
$241K +$6.07K +20 +3%
FW
4814
Fairway Wealth
Ohio
$241K -$13.4K -44 -5%
EWM
4815
Evolution Wealth Management
Florida
$241K +$48.6K +160 +24%
DFG
4816
DiPaolo Financial Group
Florida
$240K +$248K +817 New
TWM
4817
TSA Wealth Management
Texas
$240K -$12.7K -42 -5%
MFA
4818
Millington Financial Advisors
Illinois
$240K -$5.77K -19 -2%
BWA
4819
BlueChip Wealth Advisors
Georgia
$240K -$10.3K -34 -4%
BFG
4820
Baron Financial Group
New Jersey
$240K
SWM
4821
Stonebridge Wealth Management
Illinois
$240K -$9.71K -32 -4%
MWM
4822
Mittelman Wealth Management
Massachusetts
$239K +$246K +812 New
HC
4823
Headland Capital
South Carolina
$239K -$1.52K -5 -0.6%
PP
4824
Pearl Planning
Michigan
$238K
DF
4825
DecisionPoint Financial
Arizona
$238K

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.