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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
National Pension Service
51
National Pension Service
South Korea
$1.62B +$31.7M +104,307 +2%
VGA
52
Vanguard Global Advisers
Pennsylvania
$1.61B +$1.66B +5,460,327 New
LPL Financial
53
LPL Financial
California
$1.59B -$20.9M -68,886 -1%
Principal Financial Group
54
Principal Financial Group
Iowa
$1.46B -$52.4M -172,687 -3%
JP Morgan Chase
55
JP Morgan Chase
New York
$1.44B +$39.8M +131,262 +3%
VAM
56
Vanguard Asset Management
$1.41B +$1.46B +4,809,904 New
UE
57
Unisphere Establishment
Liechtenstein
$1.41B
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.36B -$29M -95,710 -2%
Swedbank
59
Swedbank
Sweden
$1.36B -$35.8M -117,929 -2%
Bessemer Group
60
Bessemer Group
New Jersey
$1.31B -$72.2M -237,830 -5%
CBU
61
CIBC Bancorp USA
Illinois
$1.29B +$1.33B +4,378,303 New
TD Asset Management
62
TD Asset Management
Ontario, Canada
$1.29B -$168M -554,991 -11%
ClearBridge Investments
63
ClearBridge Investments
New York
$1.27B -$92.9M -306,193 -7%
Janus Henderson Group
64
Janus Henderson Group
United Kingdom
$1.23B -$5.61M -18,473 -0.4%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$1.22B -$38.8M -127,806 -3%
Sanders Capital
66
Sanders Capital
Florida
$1.15B -$124M -408,928 -9%
Stifel Financial
67
Stifel Financial
Missouri
$1.13B -$15.5M -51,005 -1%
Wellington Management Group
68
Wellington Management Group
Massachusetts
$1.13B -$1.99B -6,565,981 -63%
Citigroup
69
Citigroup
New York
$1.11B +$235M +772,781 +26%
American Century Companies
70
American Century Companies
Missouri
$1.1B +$7.34M +24,201 +0.7%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$1.09B +$278M +915,264 +33%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$1.08B +$185M +609,552 +20%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$1.05B +$21.3M +70,053 +2%
US Bancorp
74
US Bancorp
Minnesota
$1.04B -$19.5M -64,291 -2%
DekaBank Deutsche Girozentrale
75
DekaBank Deutsche Girozentrale
Germany
$1.03B

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.