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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
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$1.02B +$922M +3,038,807 +725%
Primecap Management
77
Primecap Management
California
$1B -$61.7M -203,360 -6%
DAM
78
Diamant Asset Management
Connecticut
$993M +$300M +989,901 +31,100%
Two Sigma Investments
79
Two Sigma Investments
New York
$974M +$884M +2,913,874 +734%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$973M +$320M +1,053,505 +47%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$940M -$14.8M -48,880 -2%
Corient Private Wealth
82
Corient Private Wealth
Florida
$928M -$2.99B -9,845,011 -76%
Fayez Sarofim & Co
83
Fayez Sarofim & Co
Texas
$920M -$14.6M -48,122 -2%
Acadian Asset Management
84
Acadian Asset Management
Massachusetts
$920M +$66.1M +217,801 +7%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$915M +$30.3M +99,924 +3%
Truist Financial
86
Truist Financial
North Carolina
$914M +$31M +102,077 +3%
Allianz Asset Management
87
Allianz Asset Management
Germany
$912M -$40M -131,658 -4%
Aviva
88
Aviva
United Kingdom
$912M +$24.1M +79,373 +3%
Mariner
89
Mariner
Kansas
$908M +$17.4M +57,338 +2%
Ensign Peak Advisors
90
Ensign Peak Advisors
Utah
$888M +$13.8M +45,314 +2%
Robeco Institutional Asset Management
91
Robeco Institutional Asset Management
Netherlands
$884M -$234M -770,350 -20%
APG Asset Management
92
APG Asset Management
Netherlands
$858M +$144M +475,936 +16%
CWP
93
Capital Wealth Planning
Florida
$845M +$127M +417,179 +17%
Bank of Nova Scotia
94
Bank of Nova Scotia
Ontario, Canada
$844M +$272M +897,081 +45%
AI
95
Axiom Investors
Connecticut
$840M +$70.4M +231,900 +9%
Fidelity International
96
Fidelity International
Bermuda
$840M -$42.4M -139,644 -5%
RG
97
Rathbones Group
United Kingdom
$799M -$6.72M -22,135 -0.8%
T. Rowe Price Investment Management
98
T. Rowe Price Investment Management
Maryland
$798M +$752M +2,477,991 +1,056%
Viking Global Investors
99
Viking Global Investors
Connecticut
$795M +$242M +798,036 +42%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$792M +$215M +707,383 +36%

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.