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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
CBUSF
476
Construction & Building Unions Superannuation Fund
Australia
$67.1M +$35M +115,305 +102%
SCP
477
Seizert Capital Partners
Michigan
$66.2M -$2.73M -8,991 -4%
KIA
478
KCM Investment Advisors
California
$66.1M +$1.66M +5,458 +2%
TAM
479
Todd Asset Management
Kentucky
$65.9M -$6.54M -21,534 -9%
BF
480
BOK Financial
Oklahoma
$65.9M -$4.41M -14,541 -6%
MSR
481
Main Street Research
Connecticut
$65.8M +$559K +1,843 +0.8%
AP
482
Americana Partners
Texas
$65.7M +$1.69M +5,566 +3%
DWM
483
Dakota Wealth Management
Florida
$65.1M -$6.82M -22,480 -9%
BB
484
Busey Bank
Illinois
$64.9M +$725K +2,390 +1%
ZIC
485
ZWJ Investment Counsel
Georgia
$64.8M -$471K -1,552 -0.7%
AWM
486
Apollon Wealth Management
South Carolina
$64.4M +$5.74M +18,901 +9%
PWP
487
Perfromance Wealth Partners
Illinois
$63.6M +$910K +2,998 +1%
DWM
488
Destination Wealth Management
California
$63.5M +$1.03M +3,397 +2%
Squarepoint
489
Squarepoint
New York
$63.5M +$26.8M +88,291 +69%
GKIM
490
GW&K Investment Management
Massachusetts
$63.1M -$909K -2,994 -1%
AAP
491
Aristotle Atlantic Partners
Florida
$63.1M -$1.04M -3,419 -2%
MFAM
492
Motley Fool Asset Management
Virginia
$62.7M +$26.5M +87,301 +69%
BAAM
493
Baker Avenue Asset Management
California
$62.4M +$2M +6,605 +3%
MWM
494
Modera Wealth Management
New Jersey
$62.4M -$1.03M -3,386 -2%
FIA
495
Foundations Investment Advisors
Arizona
$62M +$5.52M +18,192 +9%
GIBU
496
Gulf International Bank (UK)
United Kingdom
$61.9M +$21.2M +69,846 +50%
CS
497
Cannell & Spears
New York
$61.5M -$2.65M -8,733 -4%
AI
498
Atria Investments
North Carolina
$61.4M -$1.93M -6,351 -3%
VLKIM
499
Van Lanschot Kempen Investment Management
Netherlands
$61.3M -$4.74M -15,607 -7%
KB
500
Kimelman & Baird
New York
$61.2M -$7.16M -23,592 -10%

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.