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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
LC
1926
Legacy CG
Texas
$5.5M -$16.4K -54 -0.3%
CH
1927
Canton Hathaway
Rhode Island
$5.5M -$45.5K -150 -0.8%
SWM
1928
Shrier Wealth Management
California
$5.49M -$741K -2,440 -12%
SMH
1929
Sanders Morris Harris
Texas
$5.48M +$5.66M +18,641 New
WFG
1930
Wills Financial Group
Virginia
$5.48M +$457K +1,505 +9%
SDWIA
1931
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.48M +$6.98K +23 +0.1%
DC
1932
DeDora Capital
California
$5.47M -$68.3K -225 -1%
RMAM
1933
Raab & Moskowitz Asset Management
New Jersey
$5.47M +$276K +910 +5%
1WA
1934
180 Wealth Advisors
Washington
$5.47M +$53.1K +175 +0.9%
CRWM
1935
Castle Rock Wealth Management
California
$5.46M +$157K +516 +3%
VBCG
1936
Valley Brook Capital Group
Pennsylvania
$5.45M +$139K +458 +3%
BBES
1937
Buffalo Business & Estate Services
New York
$5.44M +$338K +1,113 +6%
PSB
1938
Piscataqua Savings Bank
New Hampshire
$5.44M -$27.3K -90 -0.5%
WAG
1939
Winthrop Advisory Group
Massachusetts
$5.44M +$376K +1,239 +7%
CCFM
1940
Clear Creek Financial Management
Washington
$5.44M +$887K +2,924 +19%
ACH
1941
ArrowMark Colorado Holdings
Colorado
$5.43M
SWA
1942
SFMG Wealth Advisors
Texas
$5.43M +$728K +2,398 +15%
HDA
1943
Harold Davidson & Associates
California
$5.43M -$239K -787 -4%
LM
1944
Lincluden Management
Ontario, Canada
$5.43M +$232K +764 +4%
FAP
1945
Financial Advisory Partners
Florida
$5.43M -$18.8K -62 -0.3%
PWM
1946
Platt Wealth Management
California
$5.42M +$146K +480 +3%
SACTSONJ
1947
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.42M -$3.42M -11,268 -38%
WCM
1948
Weaver Capital Management
Georgia
$5.41M +$40.1K +132 +0.7%
CWS
1949
Cypress Wealth Services
California
$5.4M -$94.1K -310 -2%
IIC
1950
Integrated Investment Consultants
Michigan
$5.4M -$12.4K -41 -0.2%

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.