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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
PWA
2226
Phoenix Wealth Advisors
North Carolina
$4.07M -$151K -498 -3%
EPIME
2227
Evelyn Partners Investment Management (Europe)
$4.06M -$48K -158 -1%
PCA
2228
Purkiss Capital Advisors
Connecticut
$4.05M +$159K +525 +4%
CW
2229
CrossGen Wealth
North Carolina
$4.05M -$5.46K -18 -0.1%
PFG
2230
Prosperity Financial Group
California
$4.05M +$938K +3,092 +29%
CP
2231
Cornerstone Planning
North Carolina
$4.04M -$142K -469 -3%
HP
2232
Hilltop Partners
Indiana
$4.03M +$214K +704 +5%
EAM
2233
Empirical Asset Management
Massachusetts
$4.03M -$1.39M -4,588 -25%
NG
2234
Navigation Group
California
$4.02M +$4.15M +13,678 New
CFO
2235
CVA Family Office
Colorado
$4.02M +$455K +1,498 +12%
IIL
2236
Insight Inv LLC
California
$4.02M +$19.7K +65 +0.5%
VIS
2237
Vega Investment Solutions
France
$4.02M -$690K -2,273 -14%
SIA
2238
Schear Investment Advisers
Ohio
$4.02M +$24.3K +80 +0.6%
ATS
2239
Ashton Thomas Securities
New York
$4.01M +$2.24M +7,386 +118%
AFS
2240
Aft Forsyth & Sober
Florida
$4M
CFG
2241
Chapman Financial Group
Hawaii
$4M -$254K -838 -6%
AA
2242
Advisory Alpha
Michigan
$3.99M +$48.9K +161 +1%
VCM
2243
Vines Capital Management
Louisiana
$3.99M +$18.5K +61 +0.5%
PWAM
2244
Pinnacle West Asset Management
Wyoming
$3.99M -$161K -530 -4%
PWM
2245
Peterson Wealth Management
Nevada
$3.99M -$363K -1,196 -8%
MS
2246
Monetary Solutions
Ohio
$3.98M
MPW
2247
MASECO Private Wealth
$3.98M -$337K -1,110 -8%
SWMP
2248
Signature Wealth Management Partners
New Jersey
$3.98M -$3.04K -10 -0.1%
AM
2249
Account Management
Massachusetts
$3.97M
DAM
2250
Delta Asset Management
Tennessee
$3.97M -$72.2K -238 -2%

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.