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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
EGA
551
Eagle Global Advisors
Texas
$50.1M -$263K -865 -0.5%
FNBOO
552
First National Bank of Omaha
Nebraska
$49.8M -$1.08M -3,569 -2%
LNWTC
553
Laird Norton Wetherby Trust Company
Washington
$49.8M -$1.92M -6,316 -4%
CIP
554
Cornerstone Investment Partners
Georgia
$49.7M +$5.79M +19,087 +13%
CIS
555
Capital International Sarl
California
$49.3M -$14.6M -48,217 -22%
VAS
556
Vestmark Advisory Solutions
Massachusetts
$49.2M +$17.3M +56,924 +52%
SC
557
SouthState Corp
Florida
$48.9M +$230K +759 +0.5%
CL
558
Choreo LLC
Illinois
$48.8M +$119K +393 +0.2%
MOS
559
MGO One Seven
Ohio
$48.8M +$204K +673 +0.4%
MCM
560
MKP Capital Management
New York
$48.5M +$50.1M +165,000 New
SC
561
Sculptor Capital
New York
$48.5M
MWM
562
Modern Wealth Management
Kansas
$48.4M +$1.74M +5,746 +4%
NSLI
563
Nan Shan Life Insurance
Taiwan
$48.3M +$42.8M +140,939 +602%
CTC
564
Central Trust Company
Missouri
$48.2M +$256K +845 +0.5%
GI
565
GAMCO Investors
Connecticut
$48.2M -$2.16M -7,122 -4%
VA
566
Vident Advisory
Georgia
$48.2M -$2.4M -7,906 -5%
DMC
567
Drexel Morgan & Co
Pennsylvania
$48.1M
VCM
568
Voleon Capital Management
California
$48.1M +$17.9M +59,001 +56%
MSU
569
Mizuho Securities USA
New York
$47.9M -$10.7M -35,220 -18%
WBG
570
Wharton Business Group
Pennsylvania
$47.8M -$53.1K -175 -0.1%
ECM
571
Estabrook Capital Management
New York
$47.7M -$236K -777 -0.5%
SSWM
572
Smith Salley Wealth Management
North Carolina
$47.4M +$829K +2,733 +2%
DDPIC
573
Deroy & Devereaux Private Investment Counsel
Michigan
$47.4M -$399K -1,314 -0.8%
NMIFOAC
574
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$47.3M
CIA
575
Choate Investment Advisors
Massachusetts
$47.3M +$6.47M +21,324 +15%

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.