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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
NIM
551
Nexus Investment Management
Ontario, Canada
$59M -$1.86M -6,005 -3%
VAS
552
Vestmark Advisory Solutions
Massachusetts
$57.8M +$2.89M +9,307 +6%
LCS
553
Levin Capital Strategies
New York
$57.5M -$474K -1,527 -0.9%
SF
554
Summit Financial
New Jersey
$57.1M -$6.74M -21,704 -11%
CSIC
555
Clifford Swan Investment Counsel
California
$57M -$1.14M -3,686 -2%
BSA
556
Braun Stacey Associates
New York
$56.9M -$1.31M -4,219 -2%
BEI
557
Benjamin Edwards Inc
Missouri
$56.6M +$4.59M +14,779 +9%
KRS
558
Kentucky Retirement Systems
Kentucky
$56.1M -$43.1M -138,862 -45%
SCA
559
Snowden Capital Advisors
New York
$56.1M -$2.1M -6,770 -4%
RC
560
Randolph Company
Ohio
$56.1M +$42.2K +136 +0.1%
CTA
561
Chesley Taft & Associates
Illinois
$56M -$1.26M -4,050 -2%
BBVA
562
Banco Bilbao Vizcaya Argentaria
Spain
$55.9M -$28M -90,277 -35%
EGA
563
Eagle Global Advisors
Texas
$55.8M -$21.4K -69 -0%
SC
564
SouthState Corp
Florida
$55.6M +$1.16M +3,735 +2%
NB
565
Norinchukin Bank
Japan
$55.4M -$885K -2,850 -2%
CIS
566
Capital International Sarl
California
$55.4M +$540K +1,739 +1%
NIG
567
NFJ Investment Group
Texas
$55M +$19.1M +61,442 +58%
LNWTC
568
Laird Norton Wetherby Trust Company
Washington
$54.9M -$436K -1,405 -0.8%
FFA
569
Farther Finance Advisors
California
$54.8M +$7.54M +24,292 +17%
HIP
570
HUB Investment Partners
Texas
$54.6M +$2.59M +8,333 +5%
Envestnet Portfolio Solutions
571
Envestnet Portfolio Solutions
Illinois
$53.9M -$5.45M -17,550 -10%
BIAS
572
Beacon Investment Advisory Services
New Jersey
$53.9M -$10.1M -32,457 -16%
PAS
573
Park Avenue Securities
New York
$53.9M +$1.44M +4,635 +3%
DMC
574
Drexel Morgan & Co
Pennsylvania
$53.5M
GAM
575
Generali Asset Management
Italy
$53.5M +$3.03M +9,743 +6%

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.