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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
GT
351
Glenview Trust
Kentucky
$116M -$1.6M -5,277 -1%
RWP
352
RWA Wealth Partners
Massachusetts
$115M +$2.44M +8,026 +2%
TH
353
TCTC Holdings
Texas
$114M +$594K +1,957 +0.5%
BMO
354
Beck Mack & Oliver
New York
$114M -$2.8M -9,239 -2%
RIM
355
Rakuten Investment Management
Japan
$114M +$12.8M +42,167 +12%
IMPI
356
Ilmarinen Mutual Pension Insurance
Finland
$114M -$21.7M -71,464 -16%
ABC
357
Associated Banc-Corp
Wisconsin
$113M -$2.31M -7,611 -2%
OC
358
Oppenheimer & Co
New York
$113M -$1.69M -5,561 -1%
AAF
359
Andra AP-fonden
Sweden
$113M +$43M +141,684 +59%
AIM
360
Achmea Investment Management
Netherlands
$111M -$16.8M -55,501 -13%
BCIM
361
British Columbia Investment Management
British Columbia, Canada
$110M -$34.2M -112,755 -23%
SFA
362
Sequoia Financial Advisors
Ohio
$110M -$5.86M -19,306 -5%
NYLIM
363
New York Life Investment Management
New York
$110M +$401K +1,321 +0.4%
RMDI
364
R.M. Davis Inc
Maine
$110M +$1.55M +5,099 +1%
VIM
365
Vinva Investment Management
Australia
$110M +$19.6M +64,717 +20%
UCFA
366
United Capital Financial Advisors
Texas
$109M -$1.66M -5,457 -1%
Wealthfront Advisers
367
Wealthfront Advisers
California
$109M +$3.02M +9,967 +3%
SC
368
Sapient Capital
Indiana
$108M -$28M -92,337 -20%
PAG
369
Private Advisor Group
New Jersey
$107M -$2.35M -7,759 -2%
PWP
370
Principle Wealth Partners
Connecticut
$105M -$103K -338 -0.1%
WHG
371
Westwood Holdings Group
Texas
$104M -$3.96M -13,056 -4%
CAM
372
Cresset Asset Management
Illinois
$103M -$941K -3,101 -0.9%
CFG
373
Citizens Financial Group
Rhode Island
$103M -$2.42M -7,980 -2%
BCM
374
Becker Capital Management
Oregon
$103M -$1.98M -6,534 -2%
HW
375
Hancock Whitney
Mississippi
$103M -$3.62M -11,938 -3%

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.