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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
EWA
2376
Etesian Wealth Advisors
Oregon
$3.42M -$100K -331 -3%
RIA
2377
Rhodes Investment Advisors
Texas
$3.42M -$429K -1,415 -11%
SFWA
2378
Summit Financial Wealth Advisors
Louisiana
$3.42M +$99.8K +329 +3%
FCAS
2379
First Command Advisory Services
Texas
$3.42M +$131K +431 +4%
MCM
2380
Mainstay Capital Management
Michigan
$3.41M +$24.3K +80 +0.7%
BFA
2381
Beacon Financial Advisory
Ohio
$3.41M +$10.3K +34 +0.3%
SAM
2382
Summit Asset Management
Tennessee
$3.41M -$5.77K -19 -0.2%
RI
2383
Ruggiero Investments
Florida
$3.41M +$66.2K +218 +2%
NDBT
2384
North Dallas Bank & Trust
Texas
$3.4M +$68.3K +225 +2%
SIM
2385
SWP Investment Management
Ohio
$3.4M +$66.8K +220 +2%
BRPW
2386
Ballast Rock Private Wealth
South Carolina
$3.4M -$1.21K -4 -0%
BWP
2387
BSW Wealth Partners
Colorado
$3.4M +$75K +247 +2%
TWP
2388
Tempus Wealth Planning
California
$3.4M +$81K +267 +2%
GDP
2389
Great Diamond Partners
Maine
$3.4M +$799K +2,634 +30%
ILI
2390
Invesco LLC (Illinois)
Illinois
$3.39M -$34K -112 -1%
SWR
2391
Spahn Wealth & Retirement
Arizona
$3.39M
MCM
2392
Monument Capital Management
Virginia
$3.39M -$283K -931 -7%
FMP
2393
Financial Management Professionals
Texas
$3.38M +$70.1K +231 +2%
SIG
2394
Sky Investment Group
Connecticut
$3.38M +$400K +1,319 +13%
PHS
2395
Pekin Hardy Strauss
Illinois
$3.38M -$4.86K -16 -0.1%
PUI
2396
Purpose Unlimited Inc
$3.38M -$518K -1,706 -13%
DSC
2397
Daytona Street Capital
Missouri
$3.38M +$1.21K +4 +0%
GCA
2398
Gallagher Capital Advisors
Texas
$3.37M -$29.7K -98 -0.8%
IWS
2399
Insight Wealth Strategies
California
$3.37M +$185K +610 +6%
VNA
2400
Valley National Advisers
Pennsylvania
$3.37M -$17.6K -58 -0.5%

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.