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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
HCMG
526
Howard Capital Management Group
California
$55.9M -$2.59M -8,530 -4%
AAIM
527
American Assets Investment Management
California
$55.8M
MF
528
Milford Funds
$55.5M -$31.1M -102,460 -35%
EMPI
529
Elo Mutual Pension Insurance
Finland
$54.9M -$8.75M -28,845 -13%
NIM
530
Nexus Investment Management
Ontario, Canada
$54.8M -$897K -2,957 -2%
HR
531
Howe & Rusling
New York
$54.8M -$161K -531 -0.3%
DJSG
532
D.J. St. Germain
Massachusetts
$54.2M -$1.35M -4,452 -2%
A
533
Allianz
Germany
$54.1M -$6.2M -20,421 -10%
BSL
534
Blue Sparrow LLC
Delaware
$53.7M -$27.8M -91,670 -33%
Envestnet Portfolio Solutions
535
Envestnet Portfolio Solutions
Illinois
$53.7M -$27.3M -90,027 -33%
VC
536
Vestor Capital
Illinois
$53M +$50.5M +166,432 +1,215%
SCA
537
Snowden Capital Advisors
New York
$52.4M +$1.75M +5,776 +3%
BSA
538
Braun Stacey Associates
New York
$52.4M -$1.24M -4,087 -2%
ASN
539
Advisory Services Network
Georgia
$52.4M +$1.88M +6,206 +4%
CA
540
Cornerstone Advisors
North Carolina
$52.4M +$1.76M +5,796 +3%
CSIC
541
Clifford Swan Investment Counsel
California
$52.3M -$925K -3,047 -2%
MFG
542
Merit Financial Group
Georgia
$52.3M +$1.99M +6,541 +4%
LCS
543
Levin Capital Strategies
New York
$52.2M +$1.52M +5,016 +3%
FNT
544
First National Trust
Pennsylvania
$52M -$618K -2,037 -1%
OIMU
545
Osmosis Investment Management UK
United Kingdom
$51.6M -$3.56M -11,719 -6%
CTA
546
Chesley Taft & Associates
Illinois
$51.5M -$330K -1,089 -0.6%
NB
547
Norinchukin Bank
Japan
$50.6M -$763K -2,514 -1%
LFG
548
Lazard Frères Gestion
France
$50.5M +$463K +1,524 +0.9%
MYIA
549
Mount Yale Investment Advisors
Colorado
$50.5M +$25.5M +84,028 +96%
RC
550
Randolph Company
Ohio
$50.4M -$154K -507 -0.3%

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.