We are live on ! Find out more
JPM icon

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
KWM
5126
KW Wealth Management
California
-$905K -2,809 Closed
WLG
5127
Williamson Legacy Group
Indiana
-$883K -2,739 Closed
TWM
5128
Thryve Wealth Management
Texas
-$879K -2,727 Closed
CWM
5129
Collaborative Wealth Management
Florida
-$810K -2,515 Closed
PMIA
5130
Patrick Mauro Investment Advisor
Illinois
-$786K -2,439 Closed
AS
5131
Altshuler Shaham
Israel
-$722K -2,240 Closed
VF
5132
Virtu Financial
New York
-$716K -2,221 Closed
SCM
5133
Saber Capital Management
North Carolina
-$646K -2,006 Closed
KIM
5134
Kane Investment Management
California
-$584K -1,812 Closed
PW
5135
Potentia Wealth
California
-$566K -1,758 Closed
TWA
5136
Trace Wealth Advisors
California
-$526K -1,632 Closed
BMM
5137
Berkshire Money Management
Massachusetts
-$521K -1,616 Closed
BLWM
5138
Bucket List Wealth Management
Florida
-$496K -1,538 Closed
Twin Tree Management
5139
Twin Tree Management
Texas
-$465K -1,533 Closed
EC
5140
EntryPoint Capital
New York
-$484K -1,503 Closed
CAM
5141
CenterStar Asset Management
Illinois
-$463K -1,436 Closed
WPW
5142
Warther Private Wealth
Ohio
-$459K -1,423 Closed
MPW
5143
MGO Private Wealth
California
-$449K -1,393 Closed
UAM
5144
UAS Asset Management
New York
-$431K -1,339 Closed
ACM
5145
Avos Capital Management
Washington
-$429K -1,331 Closed
TCM
5146
TABR Capital Management
California
-$415K -1,289 Closed
CMTU
5147
Capital Markets Trading (UK)
United Kingdom
-$388K -1,280 Closed
FWM
5148
FMB Wealth Management
California
-$411K -1,276 Closed
LCM
5149
LRT Capital Management
Texas
-$391K -1,214 Closed
TC
5150
TwinBeech Capital
New York
-$383K -1,188 Closed

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.