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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
TWG
4901
The Wealth Group
Minnesota
$210K
DK
4902
David Kennon
Florida
$209K -$36.1K -119 -14%
CWA
4903
Cornerstone Wealth Advisors
Minnesota
$209K
BIS
4904
BG Investment Services
Guam
$209K +$910 +3 +0.4%
PD
4905
Planning Directions
Pennsylvania
$208K +$910 +3 +0.4%
RFW
4906
Redwood Family Wealth
Texas
$208K -$24.6K -81 -10%
WWA
4907
Wingate Wealth Advisors
Massachusetts
$208K -$18.5K -61 -8%
GPW
4908
Gray Private Wealth
Massachusetts
$208K -$4.55K -15 -2%
SIA
4909
Spectrum Investment Advisors
Wisconsin
$207K -$101K -332 -32%
BWM
4910
BAM Wealth Management
Colorado
$207K -$17.6K -58 -8%
VWA
4911
Valued Wealth Advisors
Utah
$207K -$26.4K -87 -11%
PFA
4912
Pinnacle Family Advisors
Missouri
$206K +$19.7K +65 +10%
FFG
4913
Foundry Financial Group
New Hampshire
$206K +$6.98K +23 +3%
JCM
4914
Jag Capital Management
Missouri
$206K +$212K +700 New
FAM
4915
Forte Asset Management
New York
$206K
SPWM
4916
Smith Partners Wealth Management
North Carolina
$206K
LSL
4917
Legacy Solutions LLC
Pennsylvania
$206K -$38.5K -127 -15%
FCMC
4918
Founders Capital Management (Connecticut)
Connecticut
$206K -$16.7K -55 -7%
SG
4919
Somerset Group
Minnesota
$205K
PFA
4920
Peak Financial Advisors
Colorado
$204K
SFP
4921
Strategic Financial Partners
Oregon
$204K +$3.64K +12 +2%
AWM
4922
AAF Wealth Management
Massachusetts
$204K +$210K +693 New
CWM
4923
Cedar Wealth Management
California
$204K
SRCM
4924
Signature Resources Capital Management
California
$203K +$14.3K +47 +7%
PWA
4925
Provenance Wealth Advisors
Florida
$202K +$6.07K +20 +3%

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.