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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
Creative Planning
151
Creative Planning
Kansas
$454M +$13.4M +44,216 +3%
CI
152
Cincinnati Insurance
Ohio
$445M
PPF
153
PFA Pension Forsikringsaktieselskab
$432M +$322K +1,061 +0.1%
Public Sector Pension Investment Board (PSP Investments)
154
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$429M +$26.2M +86,414 +6%
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$429M +$7.93M +26,119 +2%
ATO
156
Alecta Tjanstepension Omsesidigt
Sweden
$425M +$61.9M +203,800 +16%
CLGM
157
Capitolis Liquid Global Markets
New York
$423M +$149M +492,401 +52%
NA
158
NewEdge Advisors
Louisiana
$422M -$7.13M -23,501 -2%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$417M +$7.56M +24,913 +2%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$415M -$46.5M -153,141 -10%
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$411M -$21.6M -71,097 -5%
Jennison Associates
162
Jennison Associates
New York
$407M -$5.91M -19,486 -1%
UM
163
UniSuper Management
Australia
$405M -$8.99M -29,626 -2%
HTC
164
Haverford Trust Company
Pennsylvania
$400M -$5.39M -17,746 -1%
CB
165
Commerce Bank
Missouri
$397M +$51.2M +168,612 +14%
Mitsubishi UFJ Trust & Banking
166
Mitsubishi UFJ Trust & Banking
Japan
$395M -$13.1M -43,157 -3%
SC
167
Samlyn Capital
New York
$394M +$214M +703,669 +111%
Osaic Holdings
168
Osaic Holdings
Arizona
$393M +$58.3M +192,199 +17%
Asset Management One
169
Asset Management One
Japan
$392M -$25.2M -83,021 -6%
SEI Investments
170
SEI Investments
Pennsylvania
$382M +$103M +338,806 +35%
AIM
171
Alphinity Investment Management
Australia
$379M -$282M -928,134 -42%
Nomura Asset Management
172
Nomura Asset Management
Japan
$361M +$4.45M +14,678 +1%
Millennium Management
173
Millennium Management
New York
$361M -$159M -523,263 -30%
Brown Advisory
174
Brown Advisory
Maryland
$359M -$846K -2,786 -0.2%
Artisan Partners
175
Artisan Partners
Wisconsin
$358M +$355M +1,170,733 +2,443%

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.