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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
2451
Pitcairn Wealth Advisors
Pennsylvania
$3.2M -$303 -1 -0%
WA
2452
WBH Advisory
Maryland
$3.2M -$573K -1,889 -15%
PWMG
2453
Pinnacle Wealth Management Group
Michigan
$3.19M -$43.1K -142 -1%
FFA
2454
Fortune Financial Advisors
Kansas
$3.19M -$75.9K -250 -2%
MCM
2455
Morton Capital Management
California
$3.18M -$168K -555 -5%
AA
2456
Alesco Advisors
New York
$3.18M +$234K +772 +8%
BWM
2457
BankPlus Wealth Management
Mississippi
$3.17M +$368K +1,211 +13%
BWA
2458
Blodgett Wealth Advisors
California
$3.17M +$90.1K +297 +3%
AGP
2459
Aspire Growth Partners
Florida
$3.17M +$162K +533 +5%
BWM
2460
BCGM Wealth Management
Indiana
$3.17M -$249K -822 -7%
TWA
2461
TCI Wealth Advisors
Arizona
$3.16M -$1.29M -4,260 -28%
NFA
2462
Northern Financial Advisors
Michigan
$3.16M +$1.41M +4,642 +76%
PPWM
2463
Paragon Private Wealth Management
Kentucky
$3.16M +$267K +879 +9%
CA
2464
Continental Advisors
Utah
$3.16M
BA
2465
Birinyi Associates
Connecticut
$3.15M +$1.21K +4 +0%
AAM
2466
Alphadyne Asset Management
New York
$3.15M +$3.25M +10,721 New
USB
2467
Union Savings Bank
Connecticut
$3.14M -$43.7K -144 -1%
AA
2468
Alta Advisers
United Kingdom
$3.14M
HBW
2469
Hazlett, Burt & Watson
West Virginia
$3.13M +$33.4K +110 +1%
FP
2470
Financial Perspectives
Minnesota
$3.13M +$30K +99 +0.9%
BHA
2471
Beech Hill Advisors
New York
$3.13M +$16.4K +54 +0.5%
OKSA
2472
O'Keefe Stevens Advisory
New York
$3.12M +$154K +507 +5%
LCAM
2473
London & Capital Asset Management
United Kingdom
$3.12M -$969K -3,192 -23%
SFS
2474
Summit Financial Strategies
Ohio
$3.12M -$46.7K -154 -1%
SRS
2475
Strong Retirement Solutions
Washington
$3.11M +$313K +1,031 +11%

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.