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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
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$590M -$54M -177,998 -8%
Bank Julius Baer & Co
127
Bank Julius Baer & Co
Switzerland
$588M -$46.4M -152,999 -7%
Mackenzie Financial
128
Mackenzie Financial
Ontario, Canada
$584M -$167M -549,883 -22%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$570M -$21.9M -72,170 -4%
BG
130
Bahl & Gaynor
Ohio
$568M +$1.14M +3,740 +0.2%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$558M +$253M +834,820 +74%
HNB
132
Huntington National Bank
Ohio
$555M +$11.9M +39,152 +2%
Universal-Beteiligungs- und Servicegesellschaft
133
Universal-Beteiligungs- und Servicegesellschaft
Germany
$555M -$24.5M -80,715 -4%
TWC
134
TD Waterhouse Canada
Ontario, Canada
$552M +$271M +893,874 +91%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$537M +$554M +1,826,361 New
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$529M +$2.01M +6,628 +0.4%
KeyBank National Association
137
KeyBank National Association
Ohio
$526M -$3.43M -11,286 -0.6%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$523M +$24.7M +81,495 +5%
Korea Investment Corp
139
Korea Investment Corp
South Korea
$517M -$16.4M -54,160 -3%
M&T Bank
140
M&T Bank
New York
$511M -$18.1M -59,550 -3%
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$511M -$37.1M -122,342 -7%
Luther King Capital Management (LKCM)
142
Luther King Capital Management (LKCM)
Texas
$509M -$13M -42,741 -2%
SAM
143
Storebrand Asset Management
Norway
$496M -$26.8M -88,237 -5%
SC
144
Scotia Capital
Ontario, Canada
$477M -$24.5M -80,696 -5%
AQR Capital Management
145
AQR Capital Management
Connecticut
$473M +$66.6M +219,613 +16%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$468M +$147M +484,284 +44%
QCM
147
Quantinno Capital Management
New York
$467M +$89.6M +295,189 +23%
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$465M -$16.7M -54,876 -3%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$462M -$97.7M -321,875 -17%
Lord, Abbett & Co
150
Lord, Abbett & Co
New Jersey
$458M -$61.6M -203,119 -12%

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.