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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
HighTower Advisors
101
HighTower Advisors
Illinois
$783M -$2.96M -9,763 -0.4%
SGF
102
S&G Foundation
Wyoming
$770M +$794M +2,617,548 New
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$740M -$23.9M -78,610 -3%
Credit Agricole
104
Credit Agricole
France
$736M -$71M -233,788 -9%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$726M +$398M +1,311,294 +113%
Citadel Advisors
106
Citadel Advisors
Florida
$715M +$343M +1,131,436 +87%
Victory Capital Management
107
Victory Capital Management
Texas
$711M -$33.8M -111,424 -4%
Adage Capital Partners
108
Adage Capital Partners
Massachusetts
$710M -$4.01M -13,200 -0.5%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$709M +$25.4M +83,763 +4%
N
110
Natixis
France
$708M +$243M +802,118 +50%
Caisse de Depot et Placement du Quebec (CDPQ)
111
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$703M +$30.3M +99,738 +4%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$701M -$13.4M -44,260 -2%
Aberdeen Group
113
Aberdeen Group
United Kingdom
$695M +$14.9M +48,933 +2%
William Blair & Company
114
William Blair & Company
Illinois
$679M -$776K -2,556 -0.1%
Ninety One (UK)
115
Ninety One (UK)
United Kingdom
$678M +$86.2M +284,018 +14%
DB
116
Danske Bank
Denmark
$675M +$189K +622 +0%
KBC Group
117
KBC Group
Belgium
$672M -$134M -440,357 -16%
Canada Life
118
Canada Life
Manitoba, Canada
$666M +$5.8M +19,127 +0.9%
First Trust Advisors
119
First Trust Advisors
Illinois
$658M +$95.4M +314,439 +16%
Prudential Financial
120
Prudential Financial
New Jersey
$655M -$3.67M -12,106 -0.5%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$654M +$55.3M +182,260 +9%
Royal London Asset Management
122
Royal London Asset Management
United Kingdom
$653M -$2.5M -8,227 -0.4%
New York State Teachers Retirement System (NYSTRS)
123
New York State Teachers Retirement System (NYSTRS)
New York
$643M +$5.96M +19,649 +0.9%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$626M -$26.6M -87,530 -4%
Cerity Partners
125
Cerity Partners
New York
$616M +$13.3M +43,954 +2%

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.