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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
PWP
601
Private Wealth Partners
California
$44.4M -$933K -3,073 -2%
B
602
Bailard
California
$44.2M -$1.36M -4,470 -3%
NAM
603
NorthCrest Asset Manangement
Minnesota
$43.8M -$20.6M -67,738 -31%
GRQ
604
Gardner Russo & Quinn
Pennsylvania
$43.8M -$115M -380,019 -72%
WAM
605
Wilsey Asset Management
California
$43.7M +$3.35M +11,039 +8%
BG
606
Bollard Group
Massachusetts
$43.1M +$5.82M +19,190 +15%
CA
607
CSM Advisors
Pennsylvania
$43.1M -$6.36M -20,947 -13%
BIP
608
Brandes Investment Partners
California
$42.8M -$4.64M -15,304 -10%
WAS
609
Wesleyan Assurance Society
United Kingdom
$42.8M
CAM
610
Carret Asset Management
New York
$42.5M -$137K -450 -0.3%
VT
611
Vise Technologies
New York
$42.5M
PCIA
612
Prime Capital Investment Advisors
Kansas
$42.5M -$480K -1,582 -1%
MIA
613
MMBG Investment Advisors
Florida
$42.4M +$514K +1,694 +1%
FFA
614
Farther Finance Advisors
California
$42.2M -$627K -2,065 -1%
FSA
615
Franklin Street Advisors
North Carolina
$42.2M -$952K -3,138 -2%
SMFG
616
Sumitomo Mitsui Financial Group
Japan
$42.1M +$3.37M +11,098 +8%
RIL
617
Rothschild Investment LLC
Illinois
$42M -$66.5K -219 -0.2%
MAM
618
Madison Asset Management
Wisconsin
$41.8M +$1.3M +4,274 +3%
TS
619
Triglav Skladi
Slovenia
$41.7M -$17.5M -57,819 -29%
OCM
620
Osterweis Capital Management
California
$41.6M +$746K +2,458 +2%
CVA
621
Ceredex Value Advisors
Florida
$41.6M +$2.5M +8,253 +6%
BWFA
622
Baltimore-Washington Financial Advisors
Maryland
$41.6M +$992K +3,268 +2%
FTWA
623
Fifth Third Wealth Advisors
Ohio
$41.5M +$3.05M +10,034 +8%
IIM
624
INTECH Investment Management
Florida
$41.5M -$26.8M -88,399 -39%
SGAM
625
Smith Group Asset Management
Texas
$41.4M +$2.9M +9,567 +7%

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.