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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
STA
626
Summit Trail Advisors
New York
$41.2M +$8.54M +28,144 +25%
CS
627
Central Securities
New York
$41.2M
CC
628
Chicago Capital
Illinois
$40.9M -$556K -1,833 -1%
LBC
629
Lowe Brockenbrough & Co
Virginia
$40.7M +$42.8K +141 +0.1%
CTI
630
Community Trust & Investment
Kentucky
$40.6M +$971K +3,200 +2%
LI
631
LMCG Investments
Massachusetts
$40.5M -$3.61M -11,906 -8%
LSERS
632
Louisiana State Employees Retirement System
Louisiana
$40.4M -$516K -1,700 -1%
KCM
633
Kanawha Capital Management
Virginia
$40.3M +$196K +646 +0.5%
PIM
634
Penobscot Investment Management
Massachusetts
$40.3M -$772K -2,543 -2%
MGP
635
Metis Global Partners
California
$40.3M -$1.79M -5,896 -4%
CI
636
Conning Inc
Connecticut
$40.2M +$4.86M +16,013 +13%
MSRPS
637
Maryland State Retirement & Pension System
Maryland
$40.2M +$191K +629 +0.5%
WA
638
WestEnd Advisors
North Carolina
$40.1M -$7.67M -25,257 -16%
FAB
639
First American Bank
Illinois
$40M +$448K +1,477 +1%
LA
640
LBP AM
France
$40M +$7.52M +24,792 +22%
NCM
641
Noesis Capital Mangement
Florida
$40M +$82.5K +272 +0.2%
PA
642
Parallel Advisors
California
$39.9M +$364K +1,198 +0.9%
Pacer Advisors
643
Pacer Advisors
Pennsylvania
$39.7M -$23.6M -77,837 -37%
MAA
644
Matrix Asset Advisors
New York
$39.6M -$486K -1,600 -1%
JAM
645
Jupiter Asset Management
United Kingdom
$39.5M -$9.59M -31,606 -19%
MMA
646
Miracle Mile Advisors
California
$39.3M -$345K -1,136 -0.8%
PWM
647
Perigon Wealth Management
California
$39M +$90.7K +299 +0.2%
BMCM
648
Bryn Mawr Capital Management
Pennsylvania
$39M -$1.48M -4,863 -4%
BFG
649
Bleakley Financial Group
New Jersey
$38.8M +$3.13M +10,323 +8%
ALMGDA
650
AG2R La Mondiale Gestion d'Actifs
France
$38.7M +$90.4K +298 +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.