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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
Barrow, Hanley, Mewhinney & Strauss
801
Barrow, Hanley, Mewhinney & Strauss
Texas
$26.9M -$4M -13,169 -13%
GIA
802
GHP Investment Advisors
Colorado
$26.7M -$419K -1,379 -1%
GWM
803
GDS Wealth Management
Texas
$26.7M +$1.3M +4,273 +5%
LIM
804
Leavell Investment Management
Alabama
$26.7M +$95.9K +316 +0.3%
PCA
805
Pallas Capital Advisors
Massachusetts
$26.6M -$1.51M -4,961 -5%
GT
806
Greenleaf Trust
Michigan
$26.6M -$1.11M -3,661 -4%
CIG
807
Cullen Investment Group
Louisiana
$26.6M -$2.06M -6,786 -7%
DMIC
808
Dixon Mitchell Investment Counsel
British Columbia, Canada
$26.5M -$202K -664 -0.7%
CFC
809
Cincinnati Financial Corp
Ohio
$26.5M
CWM
810
Calamos Wealth Management
Illinois
$26.4M +$3.46M +11,389 +15%
BCV
811
Banque Cantonale Vaudoise
Switzerland
$26.4M +$1.64M +5,397 +6%
BWP
812
Barlow Wealth Partners
Kentucky
$26.2M -$168K -553 -0.7%
RT
813
Rockland Trust
Massachusetts
$26.1M -$1.07M -3,515 -4%
AC
814
Addenda Capital
Quebec, Canada
$26M +$667K +2,197 +3%
FG
815
Fiduciary Group
Georgia
$25.8M -$231K -761 -0.9%
EWM
816
Edge Wealth Management
New York
$25.7M -$67.1K -221 -0.3%
WB
817
Webster Bank
Connecticut
$25.6M -$381K -1,255 -1%
RAM
818
Rempart Asset Management
Canada
$25.6M -$266K -877 -1%
EWM
819
Empirical Wealth Management
Washington
$25.5M +$1.64M +5,403 +7%
MWM
820
Moran Wealth Management
Florida
$25.5M -$735K -2,422 -3%
WBC
821
Westpac Banking Corp
Australia
$25.5M -$535K -1,762 -2%
AT
822
Arbejdsmarkedets Tillaegspension
$25.5M +$2.81M +9,252 +12%
NMIMC
823
Northwestern Mutual Investment Management Company
Wisconsin
$25.4M -$216K -711 -0.8%
Kovitz Investment Group Partners
824
Kovitz Investment Group Partners
Illinois
$25.3M +$1.25M +4,108 +5%
WTB
825
Washington Trust Bank
Washington
$25.3M -$1.96M -6,455 -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.