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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
ACM
326
Advisors Capital Management
New Jersey
$129M +$2.31M +7,625 +2%
UB
327
UMB Bank
Missouri
$129M -$2.03M -6,682 -2%
OAM
328
Oppenheimer Asset Management
New York
$128M -$407K -1,341 -0.3%
SI
329
Stephens Inc
Arkansas
$125M +$2.82M +9,279 +2%
TRSOTSOK
330
Teachers Retirement System of the State of Kentucky
Kentucky
$124M -$5.78M -19,043 -4%
PFSRSONJ
331
Police & Firemen's Retirement System of New Jersey
New Jersey
$123M +$475K +1,566 +0.4%
VNIM
332
Vaughan Nelson Investment Management
Texas
$123M -$37.1M -122,325 -23%
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$123M -$928K -3,057 -0.7%
Lazard Asset Management
334
Lazard Asset Management
New York
$123M +$34.1M +112,305 +37%
SCM
335
Smead Capital Management
Arizona
$122M -$44.5M -146,698 -26%
PA
336
Pinnacle Associates
New York
$122M -$2.91M -9,597 -2%
AF
337
Allworth Financial
California
$121M -$5.77K -19 -0%
CIC
338
Carnegie Investment Counsel
Ohio
$121M +$501K +1,651 +0.4%
CRC
339
Curi RMB Capital
Illinois
$120M -$1.08M -3,560 -0.9%
AAB
340
ABN AMRO Bank
Netherlands
$120M -$72.9M -240,087 -37%
NIM
341
NEOS Investment Management
Connecticut
$118M +$12.7M +41,735 +12%
GPA
342
Guidance Point Advisors
Massachusetts
$118M +$607 +2 +0%
BTCPP
343
Border to Coast Pensions Partnership
United Kingdom
$118M -$9.36M -30,836 -7%
HR
344
Hardy Reed
Mississippi
$118M -$198K -653 -0.2%
Holocene Advisors
345
Holocene Advisors
New York
$117M +$27M +89,092 +29%
EB
346
Eastern Bank
Massachusetts
$117M -$12.5M -41,141 -9%
DADC
347
D.A. Davidson & Co
Montana
$117M -$4.05M -13,334 -3%
IC
348
IEQ Capital
California
$116M +$995K +3,277 +0.8%
NAM
349
Nissay Asset Management
Japan
$116M -$21.3M -70,157 -15%
EI
350
EFG International
$116M -$45.1M -148,690 -27%

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.