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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
RPA
5051
Redwood Park Advisors
California
$35.7K
MAFA
5052
MJT & Associates Financial Advisory
Minnesota
$33.5K
AAG
5053
Accordant Advisory Group
Maryland
$32.1K +$33.1K +109 New
PSFG
5054
Park Square Financial Group
Georgia
$30K -$32.2K -106 -51%
CPL
5055
Capital & Planning LLC
Georgia
$29.4K +$30.3K +100 New
MWC
5056
MBM Wealth Consultants
Missouri
$29.4K +$30.3K +100 New
GAG
5057
Goodman Advisory Group
Massachusetts
$27.4K
BIM
5058
Breakwater Investment Management
Washington
$27.1K -$13.4K -44 -32%
HAP
5059
Harbor Asset Planning
Massachusetts
$26.8K
TWM
5060
Timmons Wealth Management
Massachusetts
$24.4K
PS
5061
PayPay Securities
Japan
$23.2K -$303 -1 -1%
FG
5062
Fairman Group
Pennsylvania
$23K
SA
5063
Strategic Advocates
Utah
$22.4K -$755K -2,489 -97%
TBFA
5064
Three Bearings Fiduciary Advisors
New Hampshire
$20.6K
TIAAOA
5065
Teachers Insurance & Annuity Association of America
New York
$20.6K +$14.6K +48 +218%
T
5066
Transce3nd
Texas
$19.1K
3FI
5067
3 Factor Indexing
California
$15.9K +$16.4K +54 New
NA
5068
Networth Advisors
Pennsylvania
$15.3K +$11.8K +39 +300%
LA
5069
LM Advisors
California
$14K -$38.8K -128 -3%
KCM
5070
KM Capital Management
Texas
$13.8K +$14K +46 New
LFA
5071
LGT Financial Advisors
Texas
$13.4K
ATC
5072
Advantage Trust Company
Kansas
$13.2K
MDA
5073
Minot DeBlois Advisors
Massachusetts
$11.8K -$3.04K -10 -20%
Vanguard Advisers Inc
5074
Vanguard Advisers Inc
Pennsylvania
$11K +$11.2K +37 New
JFG
5075
JDM Financial Group
Texas
$10.6K

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.