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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
Franklin Resources
26
Franklin Resources
California
$4.42B +$791M +2,605,054 +21%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$4.33B -$260M -857,306 -6%
Raymond James Financial
28
Raymond James Financial
Florida
$4.25B +$10.6M +34,894 +0.2%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$4.15B +$4.28B +14,102,375 New
Capital International Investors
30
Capital International Investors
California
$3.7B -$4.26B -14,020,856 -53%
Barclays
31
Barclays
United Kingdom
$3.65B +$808M +2,661,354 +27%
Invesco
32
Invesco
Georgia
$3.63B -$638M -2,100,636 -15%
Deutsche Bank
33
Deutsche Bank
Germany
$2.44B -$570M -1,879,208 -18%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$2.32B -$99.5M -327,973 -4%
DZ Bank
35
DZ Bank
Germany
$2.23B -$476M -1,567,668 -17%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.12B +$125M +411,820 +6%
Boston Partners
37
Boston Partners
Massachusetts
$2.08B -$54.3M -178,976 -2%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$2.07B -$265M -873,271 -11%
Amundi
39
Amundi
France
$2.05B +$66M +217,543 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
40
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.04B +$504M +1,662,250 +31%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.97B +$33.7M +111,187 +2%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$1.96B -$270M -889,500 -12%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.96B -$26M -85,681 -1%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$1.92B +$289M +950,958 +17%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$1.86B -$22.3M -73,502 -1%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.86B -$137M -452,986 -7%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$1.83B +$111M +367,275 +6%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$1.8B -$111M -364,413 -6%
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.67B -$70.8M -233,400 -4%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$1.63B -$83.7M -275,821 -5%

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.