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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
DFA
5176
Davies Financial Advisors
California
-$243K -753 Closed
CCMIC
5177
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
-$329K -745 Closed
SWAG
5178
Spectrum Wealth Advisory Group
California
-$234K -726 Closed
SB
5179
Semitam Bonam
New York
-$231K -717 Closed
MFG
5180
Mustico Financial Group
New York
-$234K -712 Closed
IIA
5181
Integrity Investment Advisors
Colorado
-$224K -697 Closed
FWP
5182
Forefront Wealth Partners
Texas
-$224K -696 Closed
PWA
5183
Primoris Wealth Advisors
Florida
-$220K -683 Closed
SWM
5184
SK Wealth Management
Rhode Island
-$209K -681 Closed
GWM
5185
Greenhouse Wealth Management
Connecticut
-$217K -675 Closed
TCFP
5186
Treasure Coast Financial Planning
Florida
-$217K -673 Closed
TR
5187
Tepp RIA
New Jersey
-$217K -672 Closed
GWMI
5188
Guardian Wealth Management (Illinois)
Illinois
-$216K -670 Closed
ACA
5189
Aspire Capital Advisors
Washington
-$215K -668 Closed
CT
5190
ClearAlpha Technologies
Connecticut
-$215K -668 Closed
PM
5191
Penbrook Management
New York
-$213K -660 Closed
CPP
5192
Capasso Planning Partners
South Carolina
-$212K -659 Closed
PF
5193
Penney Financial
Texas
-$212K -658 Closed
CIM
5194
Corbyn Investment Management
Maryland
-$211K -655 Closed
SS
5195
Sound Stewardship
Kansas
-$211K -655 Closed
TCTWM
5196
Three Cord True Wealth Management
Pennsylvania
-$211K -655 Closed
TWM
5197
Trinity Wealth Management
Pennsylvania
-$210K -652 Closed
LWM
5198
Lifetime Wealth Management
Texas
-$208K -647 Closed
FF
5199
Financial Futures
New Jersey
-$208K -645 Closed
MIAS
5200
Mason Investment Advisory Services
Virginia
-$208K -645 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.