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JPMorgan Chase

5,060 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, 2,275 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: 2,275

1.05% less ownership

Funds ownership: 73.33%72.27% (-1.1%)

1% less funds holding

Funds holding: 5,1255,060 (-65)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.3B)

15% less funds holding in top 10

Funds holding in top 10: 938795 (-143)

25% less call options, than puts

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

Holders
5,060
Holders Change
-65
Holders Change %
-1.27%
% of All Funds
62.14%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
205
Increased
2,117
Reduced
2,275
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
AW
2101
Alteri Wealth
California
$4.57M +$118K +388 +3%
SWMG
2102
Stillwater Wealth Management Group
Florida
$4.57M +$135K +446 +3%
TPW
2103
Turn8 Private Wealth
$4.57M +$704K +2,321 +18%
CV
2104
Counterweight Ventures
North Carolina
$4.57M +$70.7K +233 +2%
OF
2105
Outfitter Financial
Maine
$4.57M -$27.3K -90 -0.6%
ATWA
2106
Arbor Trust Wealth Advisors
Michigan
$4.56M -$179K -590 -4%
KA
2107
KLCM Advisors
Wisconsin
$4.56M +$235K +774 +5%
FWM
2108
Focused Wealth Management
New York
$4.56M +$1.38M +4,545 +42%
CFG
2109
Capital Financial Group
Colorado
$4.55M +$50.7K +167 +1%
VCP
2110
Verus Capital Partners
Arizona
$4.54M -$120K -395 -2%
CWIG
2111
Chung Wu Investment Group
Texas
$4.54M -$267K -880 -5%
OWA
2112
Octavia Wealth Advisors
Ohio
$4.54M +$87.7K +289 +2%
TPWM
2113
Twelve Points Wealth Management
Massachusetts
$4.54M +$185K +608 +4%
MWM
2114
MOKAN Wealth Management
Kansas
$4.54M +$1.33M +4,374 +40%
PF
2115
Prosperitas Financial
California
$4.53M +$143K +472 +3%
FIM
2116
FWL Investment Management
Texas
$4.52M +$364K +1,201 +8%
BHB
2117
Bank Hapoalim BM
Israel
$4.51M -$299K -986 -6%
EFSCE
2118
Enterprise Financial Services Corp (EFSC)
Missouri
$4.51M -$61.9K -204 -1%
FAL
2119
Focused Alpha LLC
Colorado
$4.5M -$1.04M -3,418 -18%
UPS
2120
UHLMANN PRICE SECURITIES
Illinois
$4.5M +$423K +1,394 +10%
ACM
2121
Accent Capital Management
Ohio
$4.49M -$43.4K -143 -0.9%
RP
2122
Raelipskie Partnership
Ontario, Canada
$4.48M -$256K -842 -5%
BCM
2123
Buckhead Capital Management
Georgia
$4.48M -$129K -426 -3%
EW
2124
Elyxium Wealth
California
$4.48M +$86.8K +286 +2%
MWM
2125
Marion Wealth Management
Pennsylvania
$4.47M +$414K +1,364 +10%

JPM Hedge Fund Activity: Q1 2026 in Review

5,060 of the 8,143 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 2,275 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.

  • 5,060 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.