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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
GI
726
GAMMA Investing
California
$31.5M +$513K +1,691 +2%
NIG
727
NFJ Investment Group
Texas
$31.4M -$4.13M -13,625 -11%
Verition Fund Management
728
Verition Fund Management
Connecticut
$31.3M +$4.1M +13,494 +15%
CCM
729
Coldstream Capital Management
Washington
$31M +$1.45M +4,775 +5%
FCH
730
Freestone Capital Holdings
Washington
$31M -$92K -303 -0.3%
CSP
731
Cary Street Partners
Virginia
$30.9M -$787K -2,592 -2%
ONB
732
Old National Bancorp
Indiana
$30.9M -$788K -2,596 -2%
CHAM
733
Clear Harbor Asset Management
Connecticut
$30.9M -$123K -405 -0.4%
PMG
734
ProVise Management Group
Florida
$30.7M -$460K -1,517 -1%
RPC
735
Rossmore Private Capital
Connecticut
$30.6M +$781K +2,574 +3%
QC
736
Quadrature Capital
United Kingdom
$30.6M -$68.6M -226,175 -69%
BCM
737
Brookstone Capital Management
Illinois
$30.6M -$1.13M -3,708 -3%
SLI
738
Sumitomo Life Insurance
Japan
$30.5M +$2.45M +8,058 +8%
HP
739
Hosking Partners
United Kingdom
$30.5M -$152K -501 -0.5%
AWM
740
Absher Wealth Management
North Carolina
$30.4M -$1.18M -3,891 -4%
RCP
741
Rothschild Capital Partners
New York
$30.3M +$280K +923 +0.9%
ATPW
742
Ashton Thomas Private Wealth
Arizona
$30.3M -$480K -1,583 -2%
PS
743
Principal Securities
Iowa
$30.2M +$1.72M +5,662 +6%
LMIM
744
Lockheed Martin Investment Management
Maryland
$30.1M -$40.7M -134,100 -57%
GVAG
745
Great Valley Advisor Group
Delaware
$29.9M +$1.08M +3,552 +4%
HPG
746
Harvest Portfolios Group
Ontario, Canada
$29.9M +$3.25M +10,719 +12%
MNA
747
Manning & Napier Advisors
New York
$29.8M -$3.4M -11,195 -10%
CFO
748
Callan Family Office
Pennsylvania
$29.7M -$1.01M -3,319 -3%
LWM
749
Lyell Wealth Management
California
$29.6M -$72.5K -239 -0.2%
DT
750
Diversified Trust
Tennessee
$29.6M +$22.8K +75 +0.1%

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.