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JPMorgan Chase

5,059 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, 2,274 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: 2,274

1.06% less ownership

Funds ownership: 73.33%72.26% (-1.1%)

1% less funds holding

Funds holding: 5,1255,059 (-66)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.4B)

15% less funds holding in top 10

Funds holding in top 10: 938794 (-144)

25% less call options, than puts

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

Holders
5,059
Holders Change
-66
Holders Change %
-1.29%
% of All Funds
62.14%
Holding in Top 10
794
Holding in Top 10 Change
-144
Holding in Top 10 Change %
-15.35%
% of All Funds
9.75%
New
205
Increased
2,117
Reduced
2,274
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
OL
1101
one8zero8 LLC
North Carolina
$15.2M -$10.3K -34 -0.1%
GWMR
1102
GC Wealth Management RIA
Massachusetts
$15.2M +$496K +1,633 +3%
BPAMU
1103
BTG Pactual Asset Management US
New York
$15.2M -$1.23M -4,067 -7%
DAC
1104
Dividend Assets Capital
South Carolina
$15.2M -$886K -2,918 -5%
IAN
1105
Integrated Advisors Network
Texas
$15.1M -$1.36M -4,486 -8%
CCP
1106
Clough Capital Partners
Massachusetts
$15.1M -$197K -650 -1%
TFA
1107
Teamwork Financial Advisors
Texas
$15.1M -$1.21M -3,988 -7%
RFM
1108
Royal Fund Management
Florida
$15.1M +$132K +434 +0.9%
ISWM
1109
Intesa Sanpaolo Wealth Management
$15.1M -$442K -1,458 -3%
AWP
1110
Ascent Wealth Partners
New York
$15M +$424K +1,396 +3%
LOPW
1111
Live Oak Private Wealth
North Carolina
$15M -$136K -448 -0.9%
MWM
1112
Marietta Wealth Management
Georgia
$14.9M +$491K +1,618 +3%
AAP
1113
Arax Advisory Partners
Colorado
$14.9M -$822K -2,707 -5%
CM
1114
Castleark Management
Illinois
$14.9M +$1.79M +5,890 +13%
APP
1115
Avantax Planning Partners
Iowa
$14.8M -$223K -736 -1%
Capstone Investment Advisors
1116
Capstone Investment Advisors
New York
$14.8M +$15.1M +49,669 +6,409%
EWA
1117
EverSource Wealth Advisors
Alabama
$14.8M +$4.48M +14,771 +41%
TSW
1118
Thompson Siegel & Walmsley
Virginia
$14.8M -$6.11M -20,143 -29%
FM
1119
Foster & Motley
Ohio
$14.8M -$510K -1,679 -3%
MO
1120
McMillan Office
Michigan
$14.8M +$23.7K +78 +0.2%
VM
1121
Venator Management
Pennsylvania
$14.8M -$1.59M -5,250 -9%
HIP
1122
Harrell Investment Partners
Texas
$14.8M -$254K -836 -2%
RWM
1123
RKL Wealth Management
Pennsylvania
$14.7M +$7.53M +24,815 +99%
PWS
1124
Peterson Wealth Services
Utah
$14.7M +$15.5K +51 +0.1%
NC
1125
NewSquare Capital
Pennsylvania
$14.6M +$182K +599 +1%

JPM Hedge Fund Activity: Q1 2026 in Review

5,059 of the 8,141 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 2,274 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.

  • 5,059 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.