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JPMorgan Chase

5,109 hedge funds and large institutions have $642B invested in JPMorgan Chase in 2026 Q2 according to their latest regulatory filings, with 237 funds opening new positions, 2,248 increasing their positions, 2,093 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 114

12% more capital invested

Capital invested by funds: $573B → $642B (+$68.9B)

1.02% more ownership

Funds ownership: 72.29%73.31% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 2,248 | Existing positions reduced: 2,093

4% more call options, than puts

Call options by funds: $12B | Put options by funds: $11.5B

1% more funds holding

Funds holding: 5,0785,109 (+31)

11% less funds holding in top 10

Funds holding in top 10: 797713 (-84)

Holders
5,109
Holders Change
+31
Holders Change %
+0.61%
% of All Funds
61.75%
Holding in Top 10
713
Holding in Top 10 Change
-84
Holding in Top 10 Change %
-10.54%
% of All Funds
8.62%
New
237
Increased
2,248
Reduced
2,093
Closed
114
Calls
$12B
Puts
$11.5B
Net Calls
+$487M
Net Calls Change
+$3.19B
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
276
Loomis, Sayles & Company
Massachusetts
$191M -$17.9M -57,731 -9%
DLA
277
Douglas Lane & Associates
New York
$190M -$4.68M -15,078 -3%
CII
278
Capital International Inc
California
$190M -$4.61M -14,840 -2%
Balyasny Asset Management
279
Balyasny Asset Management
Illinois
$189M +$154M +496,865 +612%
WJWM
280
Williams Jones Wealth Management
New York
$188M -$2.41M -7,759 -1%
AAMU
281
AEGON Asset Management (UK)
United Kingdom
$188M +$3.74M +12,052 +2%
CAI
282
Capital Advisors Inc
Oklahoma
$185M -$577K -1,858 -0.3%
Parnassus Investments
283
Parnassus Investments
California
$184M -$3.74M -12,032 -2%
Lido Advisors
284
Lido Advisors
California
$183M +$5.74M +18,489 +3%
GIA
285
Gateway Investment Advisers
Ohio
$182M -$6.96M -22,424 -4%
PGFC
286
Peapack-Gladstone Financial Corp
New Jersey
$182M -$1.86M -5,991 -1%
UBP
287
Union Bancaire Privee
Switzerland
$180M +$1.82M +5,861 +1%
P
288
PensionDanmark
Denmark
$180M +$932K +3,000 +0.5%
MCM
289
MAI Capital Management
Ohio
$180M +$24.2M +77,810 +17%
CS
290
Candriam SCA
Luxembourg
$178M +$21M +67,467 +14%
Vanguard Personalized Indexing Management
291
Vanguard Personalized Indexing Management
California
$178M +$12.5M +40,408 +8%
Susquehanna International Group
292
Susquehanna International Group
Pennsylvania
$177M -$26.9M -86,617 -14%
ZIG
293
Zurich Insurance Group
Switzerland
$176M +$12.6M +40,622 +8%
Pathstone Holdings
294
Pathstone Holdings
New Jersey
$175M +$12.8M +41,192 +8%
ASC
295
Atalanta Sosnoff Capital
New York
$172M +$1.6M +5,168 +1%
DC
296
Davenport & Co
Virginia
$171M -$2.84M -9,156 -2%
EWM
297
Evercore Wealth Management
New York
$170M -$3.89M -12,523 -2%
QCM
298
QRG Capital Management
Illinois
$169M +$12.4M +39,973 +8%
FMI
299
Factory Mutual Insurance
Massachusetts
$169M -$823K -2,650 -0.5%
SLAM
300
Swiss Life Asset Management
$168M -$4.81M -15,496 -3%

JPM Hedge Fund Activity: Q2 2026 in Review

5,109 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2026, worth a combined $642B — up 12% from $573B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new JPM positions and 114 closed out — a net gain of 123 holders — while 2,248 added to existing stakes and 2,093 trimmed.

The largest buyer was Bank of America, adding an estimated $1.24B. The largest seller was Fidelity Investments, cutting an estimated $1.6B.

  • 5,109 institutional investors held JPMorgan Chase (JPM) as of Q2 2026, up from 5,078 in Q1 2026.
  • Funds reported $642B of JPMorgan Chase stock for Q2 2026, up 12% quarter-over-quarter.
  • 237 funds opened new JPMorgan Chase positions in Q2 2026 and 114 closed out, a net change of +123 holders.
  • The largest JPMorgan Chase buyer in Q2 2026 was Bank of America, an estimated $1.24B added.
  • The largest JPMorgan Chase seller in Q2 2026 was Fidelity Investments, an estimated $1.6B sold.

Based on aggregated 13F filings for Q2 2026.