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JPMorgan Chase

5,060 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, 2,275 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: 2,275

1.05% less ownership

Funds ownership: 73.33%72.27% (-1.1%)

1% less funds holding

Funds holding: 5,1255,060 (-65)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.3B)

15% less funds holding in top 10

Funds holding in top 10: 938795 (-143)

25% less call options, than puts

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

Holders
5,060
Holders Change
-65
Holders Change %
-1.27%
% of All Funds
62.14%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
205
Increased
2,117
Reduced
2,275
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
CWA
5026
Carolina Wealth Advisors
South Carolina
$43.8K -$2.73K -9 -6%
PFO
5027
Pioneer Family Office
Florida
$41.8K
WT
5028
WHI Trust
Illinois
$40.9K
HWM
5029
Horizons Wealth Management
North Carolina
$36.8K
CIR
5030
Clear Investment Research
Georgia
$36.8K +$37.9K +125 New
TM
5031
Torren Management
California
$36.2K -$770K -2,538 -95%
MTI
5032
Merrithew & Thorsten Inc
California
$36K
RPA
5033
Redwood Park Advisors
California
$35.7K
MAFA
5034
MJT & Associates Financial Advisory
Minnesota
$33.5K
AAG
5035
Accordant Advisory Group
Maryland
$32.1K +$33.1K +109 New
PSFG
5036
Park Square Financial Group
Georgia
$30K -$32.2K -106 -51%
CPL
5037
Capital & Planning LLC
Georgia
$29.4K +$30.3K +100 New
MWC
5038
MBM Wealth Consultants
Missouri
$29.4K +$30.3K +100 New
GAG
5039
Goodman Advisory Group
Massachusetts
$27.4K
BIM
5040
Breakwater Investment Management
Washington
$27.1K -$13.4K -44 -32%
HAP
5041
Harbor Asset Planning
Massachusetts
$26.8K
TWM
5042
Timmons Wealth Management
Massachusetts
$24.4K
PS
5043
PayPay Securities
Japan
$23.2K -$303 -1 -1%
FG
5044
Fairman Group
Pennsylvania
$23K
SA
5045
Strategic Advocates
Utah
$22.4K -$755K -2,489 -97%
TBFA
5046
Three Bearings Fiduciary Advisors
New Hampshire
$20.6K
TIAAOA
5047
Teachers Insurance & Annuity Association of America
New York
$20.6K +$14.6K +48 +218%
T
5048
Transce3nd
Texas
$19.1K
3FI
5049
3 Factor Indexing
California
$15.9K +$16.4K +54 New
NA
5050
Networth Advisors
Pennsylvania
$15.3K +$11.8K +39 +300%

JPM Hedge Fund Activity: Q1 2026 in Review

5,060 of the 8,143 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 2,275 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.

  • 5,060 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.