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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
62.13%
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
JFG
2151
Juno Financial Group
Virginia
$4.37M -$158K -521 -3%
OHWP
2152
Oak Harbor Wealth Partners
North Carolina
$4.36M +$546K +1,799 +14%
VCAM
2153
Van Cleef Asset Management
Ohio
$4.36M -$66.5K -219 -1%
PWMG
2154
Prestige Wealth Management Group
New Jersey
$4.36M -$65.2K -215 -1%
GP
2155
Greenline Partners
New York
$4.36M
ALA
2156
Atlas Legacy Advisors
California
$4.34M -$995K -3,277 -18%
SWP
2157
Summit Wealth Partners
Florida
$4.34M +$3.16M +10,400 +239%
FWA
2158
FSM Wealth Advisors
Ohio
$4.34M +$72.8K +240 +2%
QC
2159
Quent Capital
New York
$4.32M -$189K -623 -4%
REMPR
2160
Roof Eidam Maycock Peralta (REMP)
California
$4.32M -$607 -2 -0%
JWM
2161
JPL Wealth Management
Colorado
$4.32M -$124K -408 -3%
FFO
2162
Fiduciary Family Office
Florida
$4.31M +$120K +396 +3%
HCM
2163
Hicks Capital Management
Ohio
$4.31M -$12.4K -41 -0.3%
OBWG
2164
Onyx Bridge Wealth Group
New York
$4.3M -$61.3K -202 -1%
RWS
2165
Resolute Wealth Strategies
Mississippi
$4.3M +$302K +996 +7%
WAAG
2166
Wealth Alliance Advisory Group
Kansas
$4.29M +$78.9K +260 +2%
SFS
2167
Stiles Financial Services
Minnesota
$4.28M +$200K +658 +5%
HIC
2168
Hartline Investment Corp
Illinois
$4.28M +$74K +244 +2%
MWA
2169
MN Wealth Advisors
Kansas
$4.28M +$3.81M +12,539 +619%
BCFD
2170
Boit C.F. David
$4.28M -$60.7K -200 -1%
BAM
2171
BOS Asset Management
Illinois
$4.28M +$81.3K +268 +2%
CVA
2172
Central Valley Advisors
California
$4.27M -$1.87M -6,147 -30%
BCI
2173
Blue Capital Inc
Nebraska
$4.27M -$39.1K -129 -0.9%
JSAM
2174
J. Safra Asset Management
New York
$4.27M +$13.4K +44 +0.3%
CWA
2175
Canvas Wealth Advisors
Kansas
$4.26M -$20K -66 -0.5%

JPM Hedge Fund Activity: Q1 2026 in Review

5,059 of the 8,142 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.