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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
SIS
2351
Sound Income Strategies
Florida
$3.55M +$131K +433 +4%
SW
2352
Solidarity Wealth
Utah
$3.55M +$1.45M +4,787 +66%
BMWS
2353
Brady Martz Wealth Solutions
North Dakota
$3.54M +$577K +1,901 +19%
LWA
2354
Lantern Wealth Advisors
New York
$3.54M -$16.1K -53 -0.4%
MMA
2355
Mizuho Markets Americas
New York
$3.53M -$22.8M -75,000 -86%
EAM
2356
EULAV Asset Management
Florida
$3.53M -$303K -1,000 -8%
CE
2357
Cornerstone Enterprises
Wisconsin
$3.53M +$94.4K +311 +3%
AF
2358
Aldebaran Financial
$3.53M +$46.7K +154 +1%
CAWM
2359
Capital Advisors Wealth Management
Washington
$3.52M +$35.8K +118 +1%
HIMS
2360
Hager Investment Management Services
New Hampshire
$3.51M -$9.11K -30 -0.3%
MBWA
2361
Marin Bay Wealth Advisors
California
$3.51M +$431K +1,420 +12%
WAM
2362
Wolverine Asset Management
Illinois
$3.5M +$3.61M +11,888 New
SJIM
2363
St. Johns Investment Management
Florida
$3.49M +$143K +472 +4%
LWM
2364
Lakeridge Wealth Management
Ohio
$3.49M -$6.68K -22 -0.2%
TCWM
2365
Total Clarity Wealth Management
Illinois
$3.49M +$48.9K +161 +1%
CHJWM
2366
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.49M -$403K -1,328 -11%
CWP
2367
Core Wealth Partners
California
$3.49M -$607 -2 -0%
VAG
2368
VisionPoint Advisory Group
Texas
$3.48M +$563K +1,855 +19%
SFS
2369
Security Financial Services
Indiana
$3.47M -$20.6K -68 -0.6%
GCM
2370
GKV Capital Management
California
$3.47M +$49.8K +164 +1%
WMP
2371
Wealth Management Partners
Arizona
$3.47M -$40.1K -132 -1%
PBO
2372
Peoples Bank (Ohio)
Ohio
$3.45M -$159K -523 -4%
CFS
2373
CRA Financial Services
New Jersey
$3.44M +$5.16K +17 +0.1%
CA
2374
Calton & Associates
Florida
$3.43M +$22.8K +75 +0.6%
Aristotle Capital Management
2375
Aristotle Capital Management
California
$3.43M

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.