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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
CIC
501
Crawford Investment Counsel
Georgia
$60.5M -$2.23M -7,335 -3%
ACM
502
Argent Capital Management
Missouri
$60.3M -$6.63M -21,859 -10%
ADEF
503
Adams Diversified Equity Fund
Maryland
$60.3M -$607K -2,000 -1%
AWA
504
Arkadios Wealth Advisors
Georgia
$60M +$3.45M +11,372 +6%
BPCE
505
Bank Pictet & Cie (Europe)
Germany
$59.5M -$200K -659 -0.3%
AG
506
AIA Group
Hong Kong
$59.5M +$17M +56,127 +38%
MLL
507
Moody Lynn & Lieberson
Massachusetts
$59.3M -$2.43M -8,017 -4%
BCI
508
Brinker Capital Investments
Pennsylvania
$59.1M -$11.3M -37,172 -16%
LS
509
Livforsakringsbolaget Skandia
Sweden
$59.1M -$139K -457 -0.2%
OC
510
Oakworth Capital
Alabama
$59M +$1.25M +4,118 +2%
LFM
511
LGT Fund Management
Liechtenstein
$59M +$43.5M +143,478 +252%
Capital Fund Management (CFM)
512
Capital Fund Management (CFM)
France
$58.5M -$23.1M -76,278 -28%
MCM
513
Mill Capital Management
North Carolina
$58.4M +$100K +330 +0.2%
Hudson Bay Capital Management
514
Hudson Bay Capital Management
Connecticut
$58.2M +$36.5M +120,276 +155%
IWC
515
Integrated Wealth Concepts
Massachusetts
$58.1M +$24M +79,136 +67%
BIAS
516
Beacon Investment Advisory Services
New Jersey
$58M -$8.65M -28,490 -13%
SF
517
Summit Financial
New Jersey
$57.7M +$2.42M +7,969 +4%
NIM
518
Northeast Investment Management
Massachusetts
$57.2M +$149K +490 +0.3%
NP
519
NS Partners
United Kingdom
$57.1M +$10.1M +33,424 +21%
GI
520
Gradient Investments
Minnesota
$56.9M +$47.3K +156 +0.1%
ISL
521
Ingalls & Snyder LLC
New York
$56.9M -$1.14M -3,769 -2%
MWM
522
Meridian Wealth Management
Kentucky
$56.8M -$1.17M -3,850 -2%
KFC
523
Klingenstein Fields & Co
New York
$56.8M -$544K -1,794 -0.9%
RIG
524
RiverFront Investment Group
Virginia
$56.2M -$22.3M -73,573 -28%
HIMC
525
Heritage Investors Management Corp
Maryland
$56M -$132K -434 -0.2%

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.