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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
RS
4851
Rakuten Securities
Japan
$227K +$38.5K +127 +20%
EMB
4852
Elefante Mark B
$227K
PA
4853
Prosperity Advisers
Pennsylvania
$227K -$33.1K -109 -12%
AWM
4854
Austin Wealth Management
Texas
$226K -$127K -418 -35%
SWM
4855
Steelhead Wealth Management
Virginia
$226K +$233K +768 New
DJYG
4856
David J. Yvars Group
Florida
$226K
II
4857
Impact Investors
California
$226K +$233K +767 New
CWR
4858
Chico Wealth RIA
California
$225K +$4.55K +15 +2%
FAC
4859
Financial Advisory Corporation
Michigan
$225K -$126K -414 -35%
NPAN
4860
Northeast Planning Associates NH
New Hampshire
$225K
OFP
4861
OFC Financial Planning
New Jersey
$224K -$4.25K -14 -2%
TCM
4862
Tran Capital Management
California
$224K +$910 +3 +0.4%
FF
4863
Foronjy Financial
California
$223K -$6.07K -20 -3%
HOWA
4864
Hudson Oak Wealth Advisory
New Jersey
$222K -$3.04K -10 -1%
JBA
4865
Johnson Bixby & Associates
Washington
$222K +$31.9K +105 +16%
MAM
4866
Marquette Asset Management
Minnesota
$221K +$18.8K +62 +9%
CISOA
4867
Capital Investment Services of America
Wisconsin
$221K
CEI
4868
Clark Estates Inc
New York
$221K
PWS
4869
Proactive Wealth Strategies
Georgia
$220K +$227K +748 New
PIA
4870
Petredis Investment Advisors
Pennsylvania
$220K
GWM
4871
Grand Wealth Management
Michigan
$219K +$226K +746 New
MAV
4872
Mason & Associates (Virginia)
Virginia
$219K
KRW
4873
Kaufman Rossin Wealth
Florida
$219K +$20.3K +67 +10%
OWCM
4874
One Wealth Capital Management
Arizona
$218K -$910 -3 -0.4%
CCAL
4875
City Center Advisors LLC
Michigan
$218K -$90.1K -297 -29%

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.