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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
PAS
576
Park Avenue Securities
New York
$47.1M +$391K +1,288 +0.8%
FL
577
FreeGulliver LLC
Louisiana
$47M -$165K -545 -0.3%
MCM
578
Maple Capital Management
Vermont
$47M -$7.89M -25,999 -14%
CI
579
Cambiar Investors
Colorado
$46.9M -$1.12M -3,701 -2%
HIP
580
HUB Investment Partners
Texas
$46.6M +$604K +1,989 +1%
HCMT
581
Highland Capital Management (Tennessee)
Tennessee
$46.6M +$611K +2,014 +1%
BEI
582
Benjamin Edwards Inc
Missouri
$46.6M +$2.37M +7,822 +5%
MIM
583
Marco Investment Management
Georgia
$46.4M +$642K +2,115 +1%
MCM
584
Marsico Capital Management
Colorado
$46.1M -$44.6M -146,835 -48%
FHC
585
First Horizon Corporation
Tennessee
$46.1M +$6.73M +22,178 +16%
AIM
586
Allen Investment Management
New York
$45.8M -$481K -1,586 -1%
DCM
587
Discovery Capital Management
Connecticut
$45.5M -$22M -72,500 -32%
FMLI
588
Fukoku Mutual Life Insurance
Japan
$45.5M -$71.6K -236 -0.2%
SC
589
Savant Capital
Illinois
$45.3M +$4.02M +13,232 +9%
KWM
590
Kingsview Wealth Management
Oregon
$45.3M +$4.65M +15,332 +11%
JG
591
Jain Global
New York
$45.2M +$43.2M +142,335 +1,247%
GAM
592
Generali Asset Management
Italy
$45.2M -$3.43M -11,290 -7%
HIMCH
593
Hartford Investment Management Co (HIMCO)
Connecticut
$45.2M -$1.11M -3,668 -2%
BCP
594
Blue Chip Partners
Michigan
$45.2M +$373K +1,230 +0.8%
DILIC
595
Dai-ichi Life Insurance Company
Japan
$45.1M -$5.67M -18,675 -11%
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$44.8M +$691K +2,277 +2%
FCBT
597
First Citizens Bank & Trust
North Carolina
$44.8M +$1.07M +3,539 +2%
JAFL
598
Jay A. Fishman Ltd
Michigan
$44.7M -$1.41M -4,646 -3%
FFM
599
Fisher Funds Management
New Zealand
$44.7M -$14.3M -47,234 -24%
ACA
600
Anchor Capital Advisors
Massachusetts
$44.4M +$598K +1,969 +1%

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.