We are live on ! Find out more
JPM icon

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
SAM
176
SEB Asset Management
$356M +$367M +1,210,826 New
MBI
177
Montrusco Bolton Investments
Quebec, Canada
$356M +$73.1M +240,754 +24%
VIA
178
Vanguard Investments Australia
Australia
$352M +$363M +1,195,181 New
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$350M +$95.6M +314,872 +36%
Treasurer of the State of North Carolina
180
Treasurer of the State of North Carolina
North Carolina
$342M +$7.52M +24,781 +2%
Man Group
181
Man Group
United Kingdom
$341M +$94.9M +312,673 +37%
GT
182
Glenmede Trust
Pennsylvania
$338M -$4.13M -13,616 -1%
KK
183
KLP Kapitalforvaltning
Norway
$337M +$6.32M +20,840 +2%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$335M +$5.82M +19,187 +2%
GLA
185
Great Lakes Advisors
Illinois
$334M +$14M +46,246 +4%
EPFB
186
Employees Provident Fund Board
Malaysia
$332M -$17M -55,864 -5%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$329M -$115M -380,315 -23%
Mawer Investment Management
188
Mawer Investment Management
Alberta, Canada
$328M +$29.7M +98,026 +10%
SO
189
STRS Ohio
Ohio
$323M -$19.7M -64,881 -6%
RFC
190
Regions Financial Corp
Alabama
$313M -$23.3M -76,808 -7%
MPI
191
Mairs & Power Inc
Minnesota
$310M -$67.4M -222,207 -17%
PA
192
Paralel Advisors
Colorado
$302M
BNP Paribas Asset Management
193
BNP Paribas Asset Management
France
$294M -$121M -398,192 -29%
SPIA
194
Steward Partners Investment Advisory
New York
$293M +$20.3M +66,875 +7%
State of Tennessee, Department of Treasury
195
State of Tennessee, Department of Treasury
Tennessee
$288M -$35.8K -118 -0%
AACR
196
ACR Alpine Capital Research
Missouri
$288M +$397K +1,307 +0.1%
BFS
197
Bradley Foster & Sargent
Connecticut
$283M -$4.77M -15,717 -2%
BMSSC
198
B. Metzler seel. Sohn & Co
Germany
$279M -$7.94M -26,167 -3%
State of New Jersey Common Pension Fund D
199
State of New Jersey Common Pension Fund D
New Jersey
$275M -$2.14M -7,046 -0.7%
LF
200
Lansforsakringar Fondforvaltning
Sweden
$273M -$1.76M -5,808 -0.6%

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.