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JPMorgan Chase

5,057 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, 2,274 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: 2,274

1.06% less ownership

Funds ownership: 73.33%72.26% (-1.1%)

1% less funds holding

Funds holding: 5,1235,057 (-66)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.4B)

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
5,057
Holders Change
-66
Holders Change %
-1.29%
% of All Funds
62.15%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.77%
New
205
Increased
2,117
Reduced
2,274
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
Rafferty Asset Management
251
Rafferty Asset Management
New York
$193M -$53.1M -174,928 -21%
WF
252
Welch & Forbes
Massachusetts
$192M -$3.96M -13,050 -2%
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191M +$15.6M +51,416 +9%
PAM
254
Panagora Asset Management
Massachusetts
$190M -$51.1M -168,282 -21%
Loomis, Sayles & Company
255
Loomis, Sayles & Company
Massachusetts
$188M -$20.5M -67,648 -10%
MSV
256
MN Services Vermogensbeheer
Netherlands
$187M +$1.3M +4,300 +0.7%
MIM
257
MetLife Investment Management
New Jersey
$185M -$6.73M -22,168 -3%
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$185M +$47.4M +156,256 +33%
COPPSERS
259
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$185M -$1.56M -5,153 -0.8%
PFPG
260
Pinnacle Financial Partners (Georgia)
Georgia
$181M -$1.13M -3,731 -0.6%
JWBC
261
John W. Bristol & Co
New York
$178M -$49.3M -162,495 -21%
DLA
262
Douglas Lane & Associates
New York
$175M -$3.35M -11,028 -2%
CII
263
Capital International Inc
California
$175M +$2.06M +6,803 +1%
Allspring Global Investments
264
Allspring Global Investments
North Carolina
$175M -$8.69M -28,646 -5%
Daiwa Securities Group
265
Daiwa Securities Group
Japan
$172M +$13.2M +43,626 +8%
LSV Asset Management
266
LSV Asset Management
Illinois
$171M -$9.08M -29,930 -5%
WJWM
267
Williams Jones Wealth Management
New York
$171M +$3.41M +11,226 +2%
GIA
268
Gateway Investment Advisers
Ohio
$171M -$31.1M -102,427 -15%
Parnassus Investments
269
Parnassus Investments
California
$169M +$22.4M +73,821 +15%
KAS
270
Kestra Advisory Services
Texas
$168M +$9.77M +32,201 +6%
LCIP
271
Life Cycle Investment Partners
$167M +$59.1M +194,602 +52%
MIFH
272
Migdal Insurance & Financial Holdings
Israel
$167M +$96.2M +317,010 +126%
CAI
273
Capital Advisors Inc
Oklahoma
$167M -$86.5K -285 -0.1%
MSE
274
MUFG Securities EMEA
United Kingdom
$166M -$14.8M -48,906 -8%
BBHC
275
Brown Brothers Harriman & Co
New York
$166M +$131M +432,048 +326%

JPM Hedge Fund Activity: Q1 2026 in Review

5,057 of the 8,137 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 2,274 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.

  • 5,057 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,123 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.