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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
Mirae Asset Global ETFs Holdings
376
Mirae Asset Global ETFs Holdings
Hong Kong
$102M +$18.3M +60,157 +21%
WA
377
Waverly Advisors
Alabama
$102M +$8.84M +29,118 +9%
IMCOOI
378
Investment Management Corp of Ontario (IMCO)
Canada
$102M -$2.68M -8,833 -2%
MG
379
Marex Group
$102M +$97.9M +322,699 +1,292%
SYBT
380
Stock Yards Bank & Trust
Kentucky
$102M -$1.52M -5,005 -1%
BAM
381
Berkshire Asset Management
Pennsylvania
$102M -$634K -2,090 -0.6%
FLPIM
382
F.L. Putnam Investment Management
Massachusetts
$102M +$3.33M +10,975 +3%
KPWS
383
Kestra Private Wealth Services
Texas
$102M +$9.17M +30,205 +10%
EAM
384
Erste Asset Management
Austria
$102M -$10.3M -34,017 -9%
DCM
385
Donaldson Capital Management
Indiana
$101M -$992K -3,270 -0.9%
ESBC
386
E.S. Barr & Co
Kentucky
$100M -$2.02M -6,652 -2%
CFB
387
Cullen/Frost Bankers
Texas
$100M -$877K -2,889 -0.8%
WPC
388
Waters Parkerson & Co
Louisiana
$99.6M -$1.17M -3,861 -1%
HF
389
HRT Financial
New York
$99.4M -$30M -98,783 -23%
Los Angeles Capital Management
390
Los Angeles Capital Management
California
$99.3M -$29.3M -96,494 -22%
Pzena Investment Management
391
Pzena Investment Management
New York
$99.2M -$1.56M -5,128 -1%
HC
392
Henshaw Capital
Massachusetts
$99.2M
Alyeska Investment Group
393
Alyeska Investment Group
Illinois
$97.8M +$101M +332,527 New
WGAM
394
Wilkinson Global Asset Management
New York
$97.4M -$6.92M -22,818 -6%
Vontobel Holding
395
Vontobel Holding
Switzerland
$97.4M -$15.2M -49,964 -13%
VDI
396
Vaughan David Investments
Illinois
$97.3M -$533K -1,755 -0.5%
WTC
397
WhitTier Trust Company
Nevada
$97M +$4.41M +14,535 +5%
EDRH
398
Edmond de Rothschild Holding
Switzerland
$96.7M +$48.7M +160,491 +95%
Macquarie Group
399
Macquarie Group
Australia
$96M -$42.4M -139,762 -30%
AAIS
400
ABN AMRO Investment Solutions
$95M +$40.6M +133,894 +71%

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.