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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
LGF
201
LGT Group Foundation
Liechtenstein
$269M +$20.1M +66,131 +8%
ZIM
202
Zacks Investment Management
Illinois
$269M -$54.2M -178,610 -16%
SP
203
Sarasin & Partners
United Kingdom
$267M -$33M -108,828 -11%
P
204
&Partners
Tennessee
$265M +$6.87M +22,622 +2%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$262M -$76.8M -253,069 -22%
CRM
206
Cardano Risk Management
Netherlands
$261M +$6.28M +20,705 +2%
Retirement Systems of Alabama
207
Retirement Systems of Alabama
Alabama
$258M -$20.2M -66,605 -7%
TAF
208
Tredje AP-fonden
Sweden
$257M -$71.2M -234,760 -21%
Empower Advisory Group
209
Empower Advisory Group
Colorado
$255M +$8.15M +26,853 +3%
RAM
210
Resona Asset Management
Japan
$251M +$1.91M +6,278 +0.7%
AT
211
AMF Tjänstepension
Sweden
$251M +$3.71M +12,219 +1%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$250M +$7.63M +25,148 +3%
CCMG
213
Clark Capital Management Group
Pennsylvania
$249M +$20.3M +66,862 +9%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$246M +$23.2M +76,368 +10%
WorldQuant Millennium Advisors
215
WorldQuant Millennium Advisors
New York
$244M +$31.1M +102,386 +14%
AssetMark Inc
216
AssetMark Inc
California
$242M +$6.41M +21,107 +3%
CCM
217
Cullen Capital Management
New York
$238M -$10.1M -33,191 -4%
Calamos Advisors
218
Calamos Advisors
Illinois
$237M +$27.8M +91,741 +13%
EIP
219
Epoch Investment Partners
New York
$235M -$30.6M -100,713 -11%
MML Investors Services
220
MML Investors Services
Massachusetts
$234M -$45.5M -150,009 -16%
Mirae Asset Global Investments
221
Mirae Asset Global Investments
South Korea
$233M -$11.6M -38,341 -5%
BCWM
222
Bartlett & Co Wealth Management
Ohio
$227M -$2.49M -8,192 -1%
OAC
223
OMERS Administration Corp
Ontario, Canada
$227M +$12.3M +40,579 +6%
MMH
224
Menora Mivtachim Holdings
Israel
$227M -$101M -334,300 -30%
DnB Asset Management
225
DnB Asset Management
Norway
$226M +$9.23M +30,411 +4%

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.