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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
DWM
501
Destination Wealth Management
California
$70.3M -$297K -955 -0.4%
WIA
502
World Investment Advisors
California
$69.5M -$1.68M -5,404 -2%
GKIM
503
GW&K Investment Management
Massachusetts
$69.1M -$1.05M -3,391 -2%
VLKIM
504
Van Lanschot Kempen Investment Management
Netherlands
$69.1M +$809K +2,606 +1%
MSU
505
Mizuho Securities USA
New York
$68.7M +$14.5M +46,778 +29%
AI
506
Atria Investments
North Carolina
$68.6M +$262K +845 +0.4%
AWA
507
Arkadios Wealth Advisors
Georgia
$68.3M +$1.52M +4,895 +2%
GIBU
508
Gulf International Bank (UK)
United Kingdom
$67.8M -$1.07M -3,431 -2%
KB
509
Kimelman & Baird
New York
$67.6M -$448K -1,441 -0.7%
GI
510
Gradient Investments
Minnesota
$67.4M +$3.83M +12,346 +6%
MWM
511
Modera Wealth Management
New Jersey
$67.2M -$2.11M -6,780 -3%
CS
512
Cannell & Spears
New York
$67.2M -$1.24M -3,987 -2%
CIC
513
Crawford Investment Counsel
Georgia
$67.1M -$161K -519 -0.3%
OC
514
Oakworth Capital
Alabama
$67.1M +$870K +2,802 +1%
ADEF
515
Adams Diversified Equity Fund
Maryland
$67.1M
DRZID
516
DePrince Race & Zollo Inc (DRZ)
Florida
$67M -$7.8M -25,101 -11%
MOS
517
MGO One Seven
Ohio
$66.9M +$12M +38,684 +23%
RIG
518
RiverFront Investment Group
Virginia
$66.6M +$3.89M +12,517 +7%
BPCE
519
Bank Pictet & Cie (Europe)
Germany
$66.2M -$50.6K -163 -0.1%
Pacer Advisors
520
Pacer Advisors
Pennsylvania
$65.4M +$20.2M +64,970 +48%
DWM
521
Dakota Wealth Management
Florida
$65.2M -$6.84M -22,027 -10%
NSLI
522
Nan Shan Life Insurance
Taiwan
$65.1M +$10.7M +34,552 +21%
BCI
523
Brinker Capital Investments
Pennsylvania
$65.1M -$680K -2,190 -1%
MCM
524
Mill Capital Management
North Carolina
$65M +$43.2K +139 +0.1%
Nomura Holdings
525
Nomura Holdings
Japan
$64.5M +$46.6M +150,164 +319%

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.