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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
RBI
401
Raiffeisen Bank International
Austria
$93.4M -$10.5M -34,472 -9%
FWIA
402
Fort Washington Investment Advisors
Ohio
$92.8M +$2.9M +9,540 +3%
YCM
403
Yousif Capital Management
Michigan
$92.6M -$5.44M -17,934 -5%
MIF
404
Mediolanum International Funds
Ireland
$92.6M +$2.75M +9,073 +3%
GFI
405
Global Frontier Investments
South Carolina
$92.4M
FT
406
Fiduciary Trust
Massachusetts
$92.2M -$2.71M -8,929 -3%
MHC
407
Meyer Handelman Company
New York
$92.2M +$2.31M +7,626 +2%
MFIM
408
Mesirow Financial Investment Management
Illinois
$91.8M +$5.12M +16,866 +6%
EH
409
Equitable Holdings
New York
$91.4M +$24.1M +79,490 +38%
OPERF
410
Oregon Public Employees Retirement Fund
Oregon
$90.8M -$899K -2,962 -1%
PNC
411
Park National Corp
Ohio
$89.3M -$292K -961 -0.3%
WB
412
WesBanco Bank
West Virginia
$87.9M +$589K +1,940 +0.7%
AS
413
Aware Super
Australia
$87.8M +$90.6M +298,631 New
CPSAC
414
Chas P. Smith & Associates (CPS)
Florida
$87.6M -$1.74M -5,729 -2%
GF
415
Gabelli Funds
New York
$87.5M -$10.1M -33,400 -10%
ACA
416
Aptus Capital Advisors
Alabama
$87.5M -$4.72M -15,561 -5%
First Manhattan
417
First Manhattan
New York
$86.3M -$1.98M -6,522 -2%
AUB
418
Atlantic Union Bankshares
Virginia
$86M -$1.66M -5,462 -2%
OIAM
419
OFI Invest Asset Management
France
$85.6M +$2.31M +7,628 +2%
CA
420
Clearstead Advisors
Ohio
$85.3M +$9.1M +29,997 +12%
EPIM
421
Evelyn Partners Investment Management
$84.3M +$4.71M +15,530 +6%
ATC
422
Argent Trust Co
Tennessee
$84.2M +$1.76M +5,786 +2%
MGP
423
M&G plc
United Kingdom
$83.8M -$6.78M -22,331 -7%
CCM
424
Chilton Capital Management
Texas
$83.3M +$31.8M +104,848 +59%
OAM
425
OP Asset Management
$82.8M -$7.1M -23,408 -8%

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.