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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
FWTB
1251
First Western Trust Bank
Colorado
$12M -$291K -959 -2%
CAG
1252
Csenge Advisory Group
Florida
$12M +$910 +3 +0%
AIM
1253
Anchor Investment Management
South Carolina
$12M +$175K +577 +1%
WAS
1254
WESPAC Advisors SoCal
California
$12M +$602K +1,982 +5%
GHA
1255
GW Henssler & Associates
Georgia
$12M +$114K +376 +0.9%
AIA
1256
AssuredPartners Investment Advisors
Florida
$11.9M +$3.8M +12,505 +45%
PWMAG
1257
Pinnacle Wealth Management Advisory Group
New Jersey
$11.9M +$137K +453 +1%
CNBTD
1258
Citizens National Bank Trust Department
Mississippi
$11.9M -$13.1K -43 -0.1%
CA
1259
Claro Advisors
Massachusetts
$11.9M +$563K +1,854 +5%
AWE
1260
Avidian Wealth Enterprises
Texas
$11.9M +$6M +19,767 +96%
AWM
1261
Arista Wealth Management
Nevada
$11.9M +$547K +1,803 +5%
CC
1262
Constitution Capital
Connecticut
$11.9M +$189K +622 +2%
AMM
1263
American Money Management
California
$11.9M +$19.7K +65 +0.2%
CWM
1264
Chronos Wealth Management
Florida
$11.8M -$43.7K -144 -0.4%
FC
1265
Fulcrum Capital
Washington
$11.8M -$1.56M -5,156 -11%
AC
1266
Apella Capital
Connecticut
$11.7M +$4.73M +15,590 +70%
APSI
1267
Asset Planning Services Inc
Louisiana
$11.7M +$89.5K +295 +0.7%
KA
1268
Kintegral Advisory
New York
$11.7M -$535K -1,762 -4%
PFBT
1269
Parkside Financial Bank & Trust
Missouri
$11.7M -$112K -370 -0.9%
WIA
1270
Wetzel Investment Advisors
Indiana
$11.7M -$57.1K -188 -0.5%
XF
1271
XML Financial
Maryland
$11.7M -$389K -1,283 -3%
CT
1272
Clearstead Trust
Maine
$11.7M -$17.9K -59 -0.1%
NS
1273
NBC Securities
Alabama
$11.6M -$125K -413 -1%
PFM
1274
Premier Fund Managers
United Kingdom
$11.6M -$12.6M -41,383 -50%
SNB
1275
Security National Bank
Nebraska
$11.6M +$290K +954 +2%

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.