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JPMorgan Chase

5,066 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 2,118 increasing their positions, 2,278 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,118 | Existing positions reduced: 2,278

1.04% less ownership

Funds ownership: 73.33%72.28% (-1%)

1% less funds holding

Funds holding: 5,1275,066 (-61)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.2B)

15% less funds holding in top 10

Funds holding in top 10: 938796 (-142)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,066
Holders Change
-61
Holders Change %
-1.19%
% of All Funds
62.14%
Holding in Top 10
796
Holding in Top 10 Change
-142
Holding in Top 10 Change %
-15.14%
% of All Funds
9.76%
New
207
Increased
2,118
Reduced
2,278
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
BlackRock
1
BlackRock
New York
$61.3B -$1.02B -3,376,439 -2%
VCM
2
Vanguard Capital Management
Pennsylvania
$48.6B +$50.2B +165,278,733 New
State Street
3
State Street
Massachusetts
$36.6B -$323M -1,065,474 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$20.2B +$655M +2,159,174 +3%
Bank of America
5
Bank of America
North Carolina
$19.3B +$2.71B +8,941,351 +16%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$19.3B +$19.9B +65,580,826 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$18.3B +$389M +1,282,126 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$9.25B -$1.29B -4,266,750 -12%
Northern Trust
9
Northern Trust
Illinois
$9.18B -$137M -451,720 -1%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$8.09B -$138M -455,026 -2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$8.06B +$1.66B +5,483,088 +25%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.03B -$55.6M -183,240 -0.8%
Goldman Sachs
13
Goldman Sachs
New York
$6.9B +$507M +1,671,304 +8%
Wells Fargo
14
Wells Fargo
California
$6.77B -$25.9M -85,269 -0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.21B -$705M -2,322,040 -10%
UBS Group
16
UBS Group
Switzerland
$5.62B +$65.6M +216,115 +1%
Charles Schwab
17
Charles Schwab
California
$5.62B +$107M +353,294 +2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$5.58B +$184M +607,288 +3%
Legal & General Group
19
Legal & General Group
United Kingdom
$5.54B -$52.3M -172,286 -0.9%
UBS AM
20
UBS AM
Illinois
$5.5B +$697M +2,296,908 +14%
Ameriprise
21
Ameriprise
Minnesota
$5.03B -$683M -2,249,514 -12%
Fisher Asset Management
22
Fisher Asset Management
Washington
$5.01B +$304M +1,001,409 +6%
SG Americas Securities
23
SG Americas Securities
New York
$4.59B +$2.85B +9,381,752 +151%
Capital World Investors
24
Capital World Investors
California
$4.54B -$825M -2,719,609 -15%
N
25
Nuveen
North Carolina
$4.43B +$87.9M +289,721 +2%

JPM Hedge Fund Activity: Q1 2026 in Review

5,066 of the 8,152 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: 207 funds opened new JPM positions and 177 closed out — a net gain of 30 holders — while 2,118 added to existing stakes and 2,278 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.

  • 5,066 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,127 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 207 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +30 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.