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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
MYIA
526
Mount Yale Investment Advisors
Colorado
$64.4M +$7.82M +25,171 +15%
MLL
527
Moody Lynn & Lieberson
Massachusetts
$64.1M -$1.72M -5,542 -3%
MWM
528
Meridian Wealth Management
Kentucky
$64M +$785K +2,528 +1%
NIM
529
Northeast Investment Management
Massachusetts
$63.8M +$109K +352 +0.2%
ACM
530
Argent Capital Management
Missouri
$63.6M -$3.25M -10,455 -5%
KFC
531
Klingenstein Fields & Co
New York
$62.8M -$339K -1,091 -0.6%
ISL
532
Ingalls & Snyder LLC
New York
$62.6M -$682K -2,195 -1%
HR
533
Howe & Rusling
New York
$62.2M +$1.13M +3,638 +2%
MWM
534
Modern Wealth Management
Kansas
$61.9M +$7.79M +25,089 +15%
HCMG
535
Howard Capital Management Group
California
$61.7M -$476K -1,534 -0.8%
MFAM
536
Motley Fool Asset Management
Virginia
$61.6M -$7.75M -24,940 -12%
JFG
537
Jefferies Financial Group
New York
$61.5M +$28.1M +90,393 +93%
SCB
538
Saudi Central Bank
Saudi Arabia
$61.5M +$27.1M +87,274 +87%
NP
539
NS Partners
United Kingdom
$61.3M -$2.14M -6,901 -4%
HIMC
540
Heritage Investors Management Corp
Maryland
$60.9M -$1.4M -4,523 -2%
ASN
541
Advisory Services Network
Georgia
$60.8M +$2.39M +7,706 +4%
PMAM
542
Picton Mahoney Asset Management
Ontario, Canada
$60.8M +$18.1M +58,380 +46%
LFG
543
Lazard Frères Gestion
France
$60.7M +$4.32M +13,912 +8%
CA
544
Cornerstone Advisors
North Carolina
$60.5M +$2.11M +6,789 +4%
LFM
545
LGT Fund Management
Liechtenstein
$60.1M -$5.25M -16,912 -8%
A
546
Allianz
Germany
$59.9M -$307K -989 -0.5%
LA
547
LBP AM
France
$59.7M +$14.5M +46,637 +34%
AAIM
548
American Assets Investment Management
California
$59.6M -$621M -2,000,000 -89%
DJSG
549
D.J. St. Germain
Massachusetts
$59.5M -$792K -2,551 -1%
HL
550
Harding Loevner
New Jersey
$59.4M +$56.3M +181,377 New

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.