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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
KFP
676
KMG Fiduciary Partners
Ohio
$35.7M -$355K -1,170 -1%
AHB
677
Abner Herrman & Brock
New Jersey
$35.7M -$138K -454 -0.4%
FFIC
678
First Fiduciary Investment Counsel
Ohio
$35.7M -$1.69M -5,574 -4%
SGK
679
Steigerwald Gordon & Koch
Virginia
$35.3M -$185K -611 -0.5%
PR
680
Payden & Rygel
California
$35.3M -$9.8M -32,300 -21%
BBA
681
BLB&B Advisors
Pennsylvania
$35.2M -$1.95M -6,427 -5%
FDCP
682
Foster Dykema Cabot & Partners
Massachusetts
$34.9M -$378K -1,244 -1%
Dodge & Cox
683
Dodge & Cox
California
$34.8M -$1.81M -5,950 -5%
SFM
684
Soros Fund Management
New York
$34.8M +$35.3M +116,193 +5,367%
SPS
685
Susquehanna Portfolio Strategies
Pennsylvania
$34.8M
DIA
686
Dana Investment Advisors
Wisconsin
$34.8M -$1.18M -3,886 -3%
PCM
687
Palisade Capital Management
New Jersey
$34.8M -$591K -1,948 -2%
NB
688
Nicolet Bankshares
Wisconsin
$34.7M +$29.8M +98,321 +504%
TWC
689
The Woodbridge Company
Ontario, Canada
$34.6M
PCM
690
Polaris Capital Management
Massachusetts
$34.6M +$90.1K +297 +0.3%
PP
691
Patten & Patten
Tennessee
$34.4M -$808K -2,663 -2%
AHC
692
Adell Harriman & Carpenter
Texas
$34.4M +$141K +463 +0.4%
JWCA
693
J.W. Cole Advisors
Florida
$34.4M -$295K -971 -0.8%
FLII
694
First Long Island Investors
New York
$34.2M -$340K -1,119 -1%
SCA
695
Stonebridge Capital Advisors
Minnesota
$34.2M -$317K -1,044 -0.9%
LOAMS
696
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.8M +$3.56M +11,720 +11%
TYCC
697
Texas Yale Capital Corp
Florida
$33.7M +$766K +2,524 +2%
GAM
698
Gotham Asset Management
New York
$33.6M +$1.04M +3,420 +3%
SRC
699
Shufro Rose & Co
New York
$33.5M +$103K +340 +0.3%
FISPB
700
Fideuram - Intesa Sanpaolo Private Banking
$33.4M +$2.82M +9,279 +9%

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.