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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
PWA
5201
Primoris Wealth Advisors
Florida
-$220K -683 Closed
SWM
5202
SK Wealth Management
Rhode Island
-$209K -681 Closed
GWM
5203
Greenhouse Wealth Management
Connecticut
-$217K -675 Closed
TCFP
5204
Treasure Coast Financial Planning
Florida
-$217K -673 Closed
TR
5205
Tepp RIA
New Jersey
-$217K -672 Closed
GWMI
5206
Guardian Wealth Management (Illinois)
Illinois
-$216K -670 Closed
ACA
5207
Aspire Capital Advisors
Washington
-$215K -668 Closed
CT
5208
ClearAlpha Technologies
Connecticut
-$215K -668 Closed
PM
5209
Penbrook Management
New York
-$213K -660 Closed
CPP
5210
Capasso Planning Partners
South Carolina
-$212K -659 Closed
PF
5211
Penney Financial
Texas
-$212K -658 Closed
CIM
5212
Corbyn Investment Management
Maryland
-$211K -655 Closed
SS
5213
Sound Stewardship
Kansas
-$211K -655 Closed
TCTWM
5214
Three Cord True Wealth Management
Pennsylvania
-$211K -655 Closed
TWM
5215
Trinity Wealth Management
Pennsylvania
-$210K -652 Closed
LWM
5216
Lifetime Wealth Management
Texas
-$208K -647 Closed
FF
5217
Financial Futures
New Jersey
-$208K -645 Closed
MIAS
5218
Mason Investment Advisory Services
Virginia
-$208K -645 Closed
CG
5219
Castellan Group
Kentucky
-$208K -644 Closed
AWMI
5220
Aegis Wealth Management (Iowa)
Iowa
-$207K -643 Closed
BS
5221
Brighton Securities
New York
-$207K -643 Closed
WCP
5222
Welch Capital Partners
New York
-$207K -642 Closed
CCM
5223
Collar Capital Management
Wisconsin
-$207K -641 Closed
BSCCG
5224
Blue Sky Capital Consultants Group
California
-$205K -634 Closed
JGUA
5225
John G. Ullman & Associates
New York
-$204K -633 Closed

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.