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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
NC
451
Nicholas Company
Wisconsin
$73.1M -$60.7K -200 -0.1%
VVP
452
Venture Visionary Partners
Ohio
$73M +$2.29M +7,538 +3%
WSFS
453
Wilmington Savings Fund Society
Delaware
$73M -$2.23M -7,343 -3%
PCM
454
Parsons Capital Management
Rhode Island
$72.8M +$33.1M +108,918 +79%
CIA
455
Concurrent Investment Advisors
Florida
$71.4M +$1.83M +6,035 +3%
SIC
456
Salem Investment Counselors
North Carolina
$71M +$125K +411 +0.2%
WIA
457
World Investment Advisors
California
$70.9M -$1.54M -5,080 -2%
JEST
458
JTC Employer Solutions Trustee
Jersey
$70.3M +$64.9K +214 +0.1%
CGH
459
Crossmark Global Holdings
Texas
$70.1M -$1.15M -3,780 -2%
VF
460
Vest Financial
Virginia
$70M +$5.28M +17,397 +8%
MIH
461
Meitav Investment House
Israel
$69.8M +$58.7M +193,360 +440%
TCIIS
462
TIAA-CREF Individual & Institutional Services
New York
$69.7M +$71.9M +236,786 New
SCM
463
Sterling Capital Management
North Carolina
$69.6M +$46.9M +154,398 +188%
SAM
464
Silvercrest Asset Management
New York
$69.5M -$1.55M -5,120 -2%
TWIM
465
TIAA Wealth Investment Management
New York
$69.4M +$71.6M +235,959 New
IMRF
466
Illinois Municipal Retirement Fund
Illinois
$69.4M +$8.72M +28,744 +14%
SWP
467
Stratos Wealth Partners
Ohio
$69.2M -$80.7K -266 -0.1%
JIC
468
Johnson Investment Counsel
Ohio
$68.8M +$1.93M +6,352 +3%
CIA
469
Capital Investment Advisors
Georgia
$68.7M +$65.6K +216 +0.1%
AF
470
Aviso Financial
Ontario, Canada
$68.5M +$1.18M +3,878 +2%
PFS
471
Prospera Financial Services
Texas
$68.3M -$381K -1,256 -0.5%
WT
472
Washington Trust
Rhode Island
$68.2M -$446K -1,469 -0.6%
RMA
473
Roffman Miller Associates
Pennsylvania
$68.2M -$3.45M -11,379 -5%
DRZID
474
DePrince Race & Zollo Inc (DRZ)
Florida
$67.6M -$222K -730 -0.3%
GC
475
Guggenheim Capital
Illinois
$67.2M -$6.09M -20,070 -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.