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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
MT
301
Midwest Trust
Kansas
$168M +$19.8M +63,864 +14%
SC
302
Samlyn Capital
New York
$166M -$258M -832,107 -62%
NAM
303
Nissay Asset Management
Japan
$166M +$35.1M +112,954 +29%
ERSOT
304
Employees Retirement System of Texas
Texas
$165M -$2.64M -8,500 -2%
AWM
305
AE Wealth Management
Kansas
$165M +$12.5M +40,209 +9%
NW
306
NewEdge Wealth
Pennsylvania
$164M +$2.25M +7,232 +1%
X
307
Xponance
Pennsylvania
$162M +$1.71M +5,504 +1%
BAMF
308
BI Asset Management Fondsmaeglerselskab
Denmark
$162M -$15.9M -51,072 -9%
DAM
309
Davis Asset Management
California
$162M +$7.8M +25,110 +5%
HA
310
Homestead Advisers
Virginia
$161M -$19.1M -61,500 -11%
CA
311
Commerzbank Aktiengesellschaft
Germany
$160M +$1.23M +3,964 +0.8%
BIM
312
Bridges Investment Management
Nebraska
$160M -$1.24M -3,992 -0.8%
LSV Asset Management
313
LSV Asset Management
Illinois
$160M -$29.3M -94,400 -16%
MSE
314
MUFG Securities EMEA
United Kingdom
$159M -$25.1M -80,798 -14%
Lazard Asset Management
315
Lazard Asset Management
New York
$157M +$19.1M +61,354 +15%
DSA
316
Davis Selected Advisers
Arizona
$156M -$24.9M -80,063 -14%
EF
317
Empowered Funds
Pennsylvania
$156M +$3.44M +11,078 +2%
BPA
318
Beacon Pointe Advisors
California
$155M +$3.99M +12,851 +3%
TG
319
TCW Group
California
$155M -$3.1M -9,984 -2%
BCM
320
Basswood Capital Management
New York
$154M
WA
321
Waverly Advisors
Alabama
$151M +$35.4M +114,144 +33%
AB
322
Amalgamated Bank
New York
$151M -$8.84M -28,477 -6%
VMPIC
323
Varma Mutual Pension Insurance Co
Finland
$151M +$3.38M +10,900 +2%
IG
324
ING Group
Netherlands
$149M -$16.1M -51,907 -10%
AM
325
AGF Management
Ontario, Canada
$148M -$7.65M -24,629 -5%

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.