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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
Capital World Investors
26
Capital World Investors
California
$4.74B -$294M -947,861 -6%
Nuveen
27
Nuveen
North Carolina
$4.69B -$230M -740,423 -5%
Vanguard Fiduciary Trust
28
Vanguard Fiduciary Trust
Pennsylvania
$4.57B -$42M -135,288 -1%
SG Americas Securities
29
SG Americas Securities
New York
$4.3B -$761M -2,449,508 -16%
Capital International Investors
30
Capital International Investors
California
$4.15B +$18.1M +58,280 +0.5%
Invesco
31
Invesco
Georgia
$4.09B +$47.9M +154,178 +1%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$4.03B -$743M -2,391,113 -16%
Barclays
33
Barclays
United Kingdom
$3.14B -$871M -2,803,577 -23%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$2.64B +$319M +1,028,742 +15%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$2.63B +$465M +1,496,676 +23%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$2.61B +$27.8M +89,456 +1%
Amundi
37
Amundi
France
$2.61B +$310M +997,432 +14%
Deutsche Bank
38
Deutsche Bank
Germany
$2.59B -$125M -401,606 -5%
DZ Bank
39
DZ Bank
Germany
$2.54B +$62.6M +201,469 +3%
Boston Partners
40
Boston Partners
Massachusetts
$2.42B +$95.4M +307,335 +4%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.38B +$25.7M +82,689 +1%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$2.38B +$179M +577,440 +9%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$2.23B +$36.9M +118,691 +2%
Mitsubishi UFJ Asset Management
44
Mitsubishi UFJ Asset Management
Japan
$2.18B +$127M +410,413 +7%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$2.15B +$8.56M +27,550 +0.4%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$2.13B -$47.6M -153,136 -2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$1.93B -$63M -202,969 -3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.9B +$79.3M +255,311 +5%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1.85B -$204M -656,222 -10%
National Pension Service
50
National Pension Service
South Korea
$1.82B +$11.3M +36,291 +0.7%

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.