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JPMorgan Chase

5,060 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, 2,275 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: 2,275

1.05% less ownership

Funds ownership: 73.33%72.27% (-1.1%)

1% less funds holding

Funds holding: 5,1255,060 (-65)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.3B)

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
5,060
Holders Change
-65
Holders Change %
-1.27%
% of All Funds
62.14%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
205
Increased
2,117
Reduced
2,275
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
LA
5051
LM Advisors
California
$14K -$38.8K -128 -3%
KCM
5052
KM Capital Management
Texas
$13.8K +$14K +46 New
LFA
5053
LGT Financial Advisors
Texas
$13.4K
ATC
5054
Advantage Trust Company
Kansas
$13.2K
MDA
5055
Minot DeBlois Advisors
Massachusetts
$11.8K -$3.04K -10 -20%
VAI
5056
Vanguard Advisers Inc
Pennsylvania
$11K +$11.2K +37 New
JFG
5057
JDM Financial Group
Texas
$10.6K
FF
5058
Friedenthal Financial
New Jersey
$9.71K
BWM
5059
Benson Wealth Management
Tennessee
$9.71K
SI
5060
Sapience Investments
California
$8.82K +$9.11K +30 New
DAL
5061
Delta Accumulation LLC
California
$7.65K -$61.1M -201,282 -100%
AGAM
5062
AK Global Asset Management
California
$2.49K -$53.1K -175 -2%
P
5063
Palladiem
Pennsylvania
$1.24K
UFF
5064
USA Financial Formulas
Michigan
$882 -$675K -2,223 -100%
RJA
5065
Ross\Johnson & Associates
Minnesota
$588 -$303 -1 -33%
Norges Bank
5066
Norges Bank
Norway
-$11.4B -35,368,681 Closed
Two Sigma Advisers
5067
Two Sigma Advisers
New York
-$710M -2,204,020 Closed
FAF
5068
Första AP-fonden
Sweden
-$230M -714,040 Closed
UFM
5069
Ursa Fund Management
California
-$119M -370,000 Closed
MOACM
5070
Mutual of America Capital Management
New York
-$101M -312,428 Closed
CS
5071
Clear Street
New York
-$81.1M -251,776 Closed
OBAM
5072
ODDO BHF Asset Management
France
-$44.9M -139,209 Closed
LCM
5073
Logan Capital Management
Pennsylvania
-$21.5M -70,963 Closed
CTC (Chicago Trading Company)
5074
CTC (Chicago Trading Company)
Illinois
-$18.6M -61,419 Closed
LIP
5075
Liontrust Investment Partners
United Kingdom
-$16.1M -50,027 Closed

JPM Hedge Fund Activity: Q1 2026 in Review

5,060 of the 8,143 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 2,275 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.

  • 5,060 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,125 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.