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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
ACA
2326
Atlas Capital Advisors
Wyoming
$3.65M +$60.4K +199 +2%
VIA
2327
Victrix Investment Advisors
Florida
$3.64M +$115K +380 +3%
WWM
2328
Wolff Wiese Magana
California
$3.64M +$572K +1,886 +18%
CPSC
2329
Carl P. Sherr & Co
Massachusetts
$3.64M -$48.3K -159 -1%
AFP
2330
Alpha Financial Partners
Kentucky
$3.63M +$19.1K +63 +0.5%
RHP
2331
Royal Harbor Partners
Texas
$3.63M -$154K -506 -4%
AIM
2332
Adapt Investment Managers
Switzerland
$3.63M +$3.74M +12,329 New
EG
2333
Ellerson Group
Maryland
$3.62M +$34.6K +114 +0.9%
VWS
2334
Virtus Wealth Solutions
New Jersey
$3.61M -$61.9K -204 -2%
XSC
2335
X-Square Capital
Puerto Rico
$3.61M -$2.9M -9,547 -44%
MAWA
2336
Moss Adams Wealth Advisors
Washington
$3.61M +$241K +793 +7%
AFC
2337
AFT Forsyth & Company
Florida
$3.61M -$31.9K -105 -0.8%
IWM
2338
Iams Wealth Management
Nebraska
$3.6M +$542K +1,786 +17%
TS
2339
TradeWell Securities
Indiana
$3.6M +$6.98K +23 +0.2%
VCM
2340
Versant Capital Management
Arizona
$3.6M +$829K +2,730 +29%
ZBNA
2341
Zions Bancorporation, National Association
Utah
$3.59M -$2.17M -7,144 -37%
MLA
2342
MB, Levis & Associates
Pennsylvania
$3.59M +$26.7K +88 +0.7%
RBFC
2343
Roman Butler Fullerton & Co
Missouri
$3.59M -$10.6K -35 -0.3%
SIA
2344
Sage Investment Advisers
New York
$3.57M -$75.6K -249 -2%
IHL
2345
Investment House LLC
California
$3.57M -$2.39M -7,871 -39%
FI
2346
Finivi Inc
Massachusetts
$3.57M +$227K +748 +7%
CPWA
2347
Cerro Pacific Wealth Advisors
California
$3.56M -$178K -588 -5%
CCWM
2348
Correct Capital Wealth Management
Missouri
$3.56M -$31.3K -103 -0.8%
WHC
2349
Wulff, Hansen & Co
California
$3.56M
FWP
2350
Falcon Wealth Planning
California
$3.56M +$75.9K +250 +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.