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JPMorgan Chase

5,078 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 2,123 increasing their positions, 2,284 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,123 | Existing positions reduced: 2,284

1.04% less ownership

Funds ownership: 73.34%72.29% (-1%)

1% less funds holding

Funds holding: 5,1365,078 (-58)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.2B)

15% less funds holding in top 10

Funds holding in top 10: 941797 (-144)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,078
Holders Change
-58
Holders Change %
-1.13%
% of All Funds
62.14%
Holding in Top 10
797
Holding in Top 10 Change
-144
Holding in Top 10 Change %
-15.3%
% of All Funds
9.75%
New
207
Increased
2,123
Reduced
2,284
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
WCM
4901
Westend Capital Management
California
$217K -$2.43K -8 -1%
AWA
4902
Argo Wealth Advisory
Virginia
$216K +$19.4K +64 +10%
CCM
4903
Chaney Capital Management
Washington
$216K -$1.82K -6 -0.8%
FWWM
4904
Fiscal Wisdom Wealth Management
Connecticut
$214K
BC
4905
Brio Consultants
California
$214K -$111K -365 -35%
WPA
4906
Wealth Preservation Advisors
Tennessee
$214K -$321K -1,059 -59%
IP
4907
Integras Partners
Georgia
$214K
PFS
4908
Professional Financial Solutions
Virginia
$214K -$3.64K -12 -2%
IA
4909
IFS Advisors
Kansas
$213K +$217K +714 +6,491%
GBA
4910
Garrison Bradford & Associates
New York
$213K
TCM
4911
Teza Capital Management
Illinois
$213K +$220K +725 New
NWM
4912
Navigoe Wealth Management
California
$213K
CPW
4913
Crestmont Private Wealth
Texas
$213K
DTL
4914
Dynamic Technology Lab
Singapore
$213K +$220K +724 New
SFA
4915
Seneca Financial Advisors
New York
$213K
SMF
4916
Sterling Manor Financial
New York
$212K -$60.7K -200 -22%
CA
4917
CV Advisors
Florida
$211K
OWM
4918
Opes Wealth Management
California
$211K -$13.1K -43 -6%
BFP
4919
Briaud Financial Planning
Texas
$210K -$47.6K -157 -18%
TWG
4920
The Wealth Group
Minnesota
$210K
DK
4921
David Kennon
Florida
$209K -$36.1K -119 -14%
CWA
4922
Cornerstone Wealth Advisors
Minnesota
$209K
BIS
4923
BG Investment Services
Guam
$209K +$910 +3 +0.4%
PD
4924
Planning Directions
Pennsylvania
$208K +$910 +3 +0.4%
RFW
4925
Redwood Family Wealth
Texas
$208K -$24.6K -81 -10%

JPM Hedge Fund Activity: Q1 2026 in Review

5,078 of the 8,172 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: 207 funds opened new JPM positions and 177 closed out — a net gain of 30 holders — while 2,123 added to existing stakes and 2,284 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.

  • 5,078 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,136 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 207 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +30 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.