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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
SBH
651
Segall Bryant & Hamill
Illinois
$44.3M +$8.42M +27,100 +25%
MMA
652
Miracle Mile Advisors
California
$44.3M +$504K +1,623 +1%
IAA
653
Independent Advisor Alliance
North Carolina
$44.2M +$1.28M +4,113 +3%
LI
654
LMCG Investments
Massachusetts
$44M -$1.01M -3,248 -2%
CI
655
Conning Inc
Connecticut
$43.9M -$778K -2,504 -2%
NMERB
656
New Mexico Educational Retirement Board
New Mexico
$43.9M +$2.3M +7,400 +6%
BMCM
657
Bryn Mawr Capital Management
Pennsylvania
$43.6M +$215K +691 +0.5%
Verition Fund Management
658
Verition Fund Management
Connecticut
$43.5M +$8.2M +26,416 +25%
MAA
659
Matrix Asset Advisors
New York
$43.5M -$510K -1,642 -1%
PWM
660
Perigon Wealth Management
California
$43.3M -$96.6K -311 -0.2%
VFA
661
Valeo Financial Advisors
Indiana
$42.8M -$198K -637 -0.5%
MAM
662
Martingale Asset Management
Massachusetts
$42.7M +$1.42M +4,562 +4%
AC
663
AlphaCore Capital
California
$42.7M +$11.2M +36,190 +38%
NCM
664
Narwhal Capital Management
Georgia
$42.4M -$71.7K -231 -0.2%
NRS
665
Neville Rodie & Shaw
New York
$42.1M -$532K -1,712 -1%
Squarepoint
666
Squarepoint
New York
$42.1M -$27.1M -87,140 -40%
GRP
667
Global Retirement Partners
California
$41.9M +$39.7M +127,872 New
OAM
668
Ostrum Asset Management
France
$41.5M +$112K +361 +0.3%
BCM
669
Bridgeway Capital Management
Texas
$41.4M +$990K +3,189 +3%
DI
670
DKRT Investments
$40.9M
FAM
671
Fred Alger Management
New York
$40.9M +$927K +2,986 +2%
CVA
672
Ceredex Value Advisors
Florida
$40.8M -$5.24M -16,867 -12%
AP
673
Appleton Partners
Massachusetts
$40.7M -$661K -2,127 -2%
VV
674
Verity & Verity
South Carolina
$40.6M -$346K -1,114 -0.9%
MC
675
Moors & Cabot
Massachusetts
$40.4M -$670K -2,158 -2%

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.