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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
HWA
676
Heritage Wealth Advisors
Virginia
$40.3M -$683K -2,198 -2%
LG
677
LaFleur & Godfrey
Michigan
$40.2M -$779K -2,510 -2%
NB
678
NBT Bank
New York
$40.2M -$689K -2,219 -2%
TBA
679
Tower Bridge Advisors
Pennsylvania
$40.1M -$974K -3,137 -2%
PR
680
Payden & Rygel
California
$39.8M +$559K +1,800 +2%
WA
681
WestEnd Advisors
North Carolina
$39.7M -$4.62M -14,869 -11%
HSA
682
HBK Sorce Advisory
Pennsylvania
$39.7M +$439K +1,415 +1%
FISPB
683
Fideuram - Intesa Sanpaolo Private Banking
$39.6M +$2.27M +7,307 +6%
Holocene Advisors
684
Holocene Advisors
New York
$39.4M -$86.6M -278,913 -70%
BBA
685
BLB&B Advisors
Pennsylvania
$38.9M -$275K -887 -0.7%
AHC
686
Adell Harriman & Carpenter
Texas
$38.8M +$508K +1,636 +1%
FDCP
687
Foster Dykema Cabot & Partners
Massachusetts
$38.8M +$4.35K +14 +0%
SFM
688
Soros Fund Management
New York
$38.7M
HCPC
689
Hamilton Capital Partners (Canada)
$38.7M -$42.9K -138 -0.1%
SGK
690
Steigerwald Gordon & Koch
Virginia
$38.6M -$588K -1,893 -2%
TWC
691
The Woodbridge Company
Ontario, Canada
$38.5M
NB
692
Nicolet Bankshares
Wisconsin
$38.5M -$742K -2,388 -2%
Dodge & Cox
693
Dodge & Cox
California
$38.3M -$411K -1,325 -1%
TMAM
694
Tokio Marine Asset Management
Japan
$38.3M +$6.4M +20,594 +21%
SDJVC
695
St. Denis J. Villere & Co
Louisiana
$38.3M -$3.5M -11,274 -9%
FLII
696
First Long Island Investors
New York
$38.1M +$14.9K +48 +0%
PP
697
Patten & Patten
Tennessee
$38.1M -$215K -693 -0.6%
OIA
698
OneDigital Investment Advisors
Kansas
$37.9M +$2.26M +7,278 +7%
ACA
699
Anchor Capital Advisors
Massachusetts
$37.7M -$11.1M -35,806 -24%
HI
700
Horizon Investments
North Carolina
$37.6M -$4.91M -15,814 -12%

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.