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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
AA
426
Ancora Advisors
Ohio
$82.5M -$3.83M -12,635 -4%
AC
427
Allstate Corporation
Illinois
$82.4M +$21.3M +70,301 +33%
WG
428
Welch Group
Alabama
$81.5M -$1.22M -4,035 -1%
BPWM
429
Badgley Phelps Wealth Managers
Washington
$81.1M -$13.9M -45,797 -14%
BHC
430
Bowen Hanes & Co
Florida
$81M -$531K -1,749 -0.6%
EOJOAM
431
E. Ohman J:or Asset Management
Sweden
$80.8M -$840K -2,768 -1%
PP
432
Prudential plc
United Kingdom
$80.2M +$4.5M +14,819 +6%
DWP
433
Daymark Wealth Partners
Ohio
$80M +$3.7M +12,181 +5%
BP
434
BNP Paribas
France
$79.8M -$8.37M -27,592 -9%
QPBE
435
Quintet Private Bank (Europe)
Luxembourg
$79.6M -$3.03M -9,991 -4%
SOADOR
436
State of Alaska Department of Revenue
Alaska
$78.9M -$813K -2,680 -1%
MCI
437
McDonald Capital Investors
California
$78.9M -$251K -828 -0.3%
CAG
438
Crestwood Advisors Group
Massachusetts
$78.5M +$7.26M +23,910 +10%
DK
439
DJE Kapital
Germany
$77.8M -$34.1M -112,290 -30%
NSIM
440
North Star Investment Management
Illinois
$77.7M -$236K -776 -0.3%
IGAM
441
iA Global Asset Management
Quebec, Canada
$77.4M +$8.04M +26,480 +11%
Arrowstreet Capital
442
Arrowstreet Capital
Massachusetts
$77M -$86.7M -285,654 -52%
BBVA
443
Banco Bilbao Vizcaya Argentaria
Spain
$76.8M -$2.53M -8,346 -3%
DPL
444
Danica Pension Livsforsikrings
$76.6M +$23.1M +76,128 +41%
SCTC
445
Sanibel Captiva Trust Company
Florida
$75.9M +$1.6M +5,285 +2%
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$75.9M -$2.52M -8,307 -3%
HWM
447
HB Wealth Management
Georgia
$75.8M +$3.34M +10,997 +4%
CTB
448
Country Trust Bank
Illinois
$75.4M +$5.85M +19,291 +8%
MG
449
Markel Group
Virginia
$74.3M
TAM
450
Tocqueville Asset Management
New York
$73.9M -$1.83M -6,044 -2%

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.