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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
LFA
1551
Lauterbach Financial Advisors
Texas
$8.28M -$157K -517 -2%
LDB
1552
Lee, Danner & Bass
Tennessee
$8.27M -$1.02M -3,375 -11%
TBT
1553
Texas Bank & Trust
Texas
$8.27M -$215K -707 -2%
PWAM
1554
Private Wealth Asset Management
Iowa
$8.27M -$493K -1,624 -5%
AP
1555
Advisortrust Partners
North Carolina
$8.27M +$778K +2,563 +10%
DS
1556
DRW Securities
Illinois
$8.27M -$4.64M -15,283 -35%
ACS
1557
Archford Capital Strategies
Illinois
$8.26M -$285K -939 -3%
LC
1558
Lincoln Capital
Nebraska
$8.25M -$64.9K -214 -0.8%
ECM
1559
ExodusPoint Capital Management
New York
$8.25M +$8.51M +28,046 New
TPA
1560
Trivium Point Advisory
Connecticut
$8.25M -$1.7M -5,614 -17%
CWAG
1561
Compton Wealth Advisory Group
Virginia
$8.24M +$91.3K +301 +1%
LWA
1562
Lineweaver Wealth Advisors
Ohio
$8.24M +$202K +664 +2%
EFM
1563
E Fund Management
China
$8.23M +$8.49M +27,983 New
CPA
1564
Clear Point Advisors
New York
$8.22M +$44M +144,851 +9,400%
EHC
1565
Everett Harris & Co
California
$8.22M +$344K +1,134 +4%
PFA
1566
Pathway Financial Advisers
Indiana
$8.22M -$239K -788 -3%
BL
1567
BCWM LLC
Kansas
$8.21M -$220K -724 -3%
HEIP
1568
Hudson Edge Investment Partners
New Jersey
$8.2M -$164K -542 -2%
DW30
1569
Drucker Wealth 3.0
New Jersey
$8.2M +$22.8K +75 +0.3%
PPWP
1570
Premier Path Wealth Partners
New Jersey
$8.2M +$463K +1,525 +6%
AA
1571
Argent Advisors
Louisiana
$8.17M -$43.4K -143 -0.5%
CPA
1572
Capital Performance Advisors
California
$8.16M -$18.5K -61 -0.2%
SQA
1573
Simon Quick Advisors
New Jersey
$8.16M -$308K -1,015 -4%
RCIM
1574
Red Cedar Investment Management
Michigan
$8.15M -$175K -578 -2%
CAMV
1575
Concord Asset Management (Virginia)
Virginia
$8.13M +$313K +1,031 +4%

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.