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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
PGFC
276
Peapack-Gladstone Financial Corp
New Jersey
$166M -$916K -3,019 -0.5%
AAMU
277
AEGON Asset Management (UK)
United Kingdom
$164M -$17.1M -56,484 -9%
DSA
278
Davis Selected Advisers
Arizona
$164M -$4.59M -15,134 -3%
HA
279
Homestead Advisers
Virginia
$162M -$1.91M -6,300 -1%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$162M +$4.28M +14,094 +3%
TI
281
Tidal Investments
Wisconsin
$161M +$20.7M +68,059 +14%
P
282
PensionDanmark
Denmark
$161M +$6.53M +21,506 +4%
II
283
IFM Investors
Australia
$160M +$4.84M +15,948 +3%
BAMF
284
BI Asset Management Fondsmaeglerselskab
Denmark
$160M -$49.6M -163,352 -23%
Lido Advisors
285
Lido Advisors
California
$159M -$16.2M -53,231 -9%
EWM
286
Evercore Wealth Management
New York
$157M -$16.6M -54,861 -9%
WP
287
Woodline Partners
California
$156M +$19.5M +64,146 +14%
SLAM
288
Swiss Life Asset Management
$155M +$2.56M +8,450 +2%
DC
289
Davenport & Co
Virginia
$155M -$15.1M -49,644 -9%
BS
290
Banco Santander
Spain
$154M +$14.5M +47,709 +10%
ASC
291
Atalanta Sosnoff Capital
New York
$153M -$42.7M -140,831 -21%
FMI
292
Factory Mutual Insurance
Massachusetts
$153M +$7.72M +25,450 +5%
UBP
293
Union Bancaire Privee
Switzerland
$152M -$24.1M -79,452 -12%
ERSOT
294
Employees Retirement System of Texas
Texas
$151M -$8.38M -27,600 -5%
IG
295
ING Group
Netherlands
$149M +$203K +669 +0.1%
VPIM
296
Vanguard Personalized Indexing Management
California
$148M +$5.74M +18,917 +4%
ZIG
297
Zurich Insurance Group
Switzerland
$146M +$4.78M +15,751 +3%
AV
298
ASR Vermogensbeheer
Netherlands
$146M +$1.23M +4,047 +0.8%
Pathstone Holdings
299
Pathstone Holdings
New Jersey
$145M +$1.13M +3,708 +0.8%
BIM
300
Bridges Investment Management
Nebraska
$145M -$1.4M -4,613 -0.9%

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.