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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
WWA
4926
Wingate Wealth Advisors
Massachusetts
$208K -$18.5K -61 -8%
GPW
4927
Gray Private Wealth
Massachusetts
$208K -$4.55K -15 -2%
SIA
4928
Spectrum Investment Advisors
Wisconsin
$207K -$101K -332 -32%
BWM
4929
BAM Wealth Management
Colorado
$207K -$17.6K -58 -8%
VWA
4930
Valued Wealth Advisors
Utah
$207K -$26.4K -87 -11%
PFA
4931
Pinnacle Family Advisors
Missouri
$206K +$19.7K +65 +10%
FFG
4932
Foundry Financial Group
New Hampshire
$206K +$6.98K +23 +3%
JCM
4933
Jag Capital Management
Missouri
$206K +$212K +700 New
FAM
4934
Forte Asset Management
New York
$206K
SPWM
4935
Smith Partners Wealth Management
North Carolina
$206K
LSL
4936
Legacy Solutions LLC
Pennsylvania
$206K -$38.5K -127 -15%
FCMC
4937
Founders Capital Management (Connecticut)
Connecticut
$206K -$16.7K -55 -7%
SG
4938
Somerset Group
Minnesota
$205K
PFA
4939
Peak Financial Advisors
Colorado
$204K
SFP
4940
Strategic Financial Partners
Oregon
$204K +$3.64K +12 +2%
AWM
4941
AAF Wealth Management
Massachusetts
$204K +$210K +693 New
CWM
4942
Cedar Wealth Management
California
$204K
SRCM
4943
Signature Resources Capital Management
California
$203K +$14.3K +47 +7%
PWA
4944
Provenance Wealth Advisors
Florida
$202K +$6.07K +20 +3%
ODFS
4945
O'Donnell Financial Services
California
$202K -$1.21K -4 -0.6%
BI
4946
Breachway Investments
Rhode Island
$202K +$303 +1 +0.1%
CIM
4947
Confluence Investment Management
Missouri
$202K
MFF
4948
Michels Family Financial
Texas
$201K -$2.73K -9 -1%
TGIA
4949
Torrey Growth & Income Advisors
California
$200K +$4.55K +15 +2%
SWM
4950
Salvus Wealth Management
New Jersey
$200K

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.