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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
FCBT
701
First Citizens Bank & Trust
North Carolina
$37.5M -$11.7M -37,727 -25%
LOAMS
702
Lombard Odier Asset Management (Switzerland)
Switzerland
$37.5M -$137K -440 -0.4%
WANY
703
Wealthspire Advisors (New York)
New York
$37.5M +$15.9M +51,054 +80%
TYCC
704
Texas Yale Capital Corp
Florida
$37.4M -$140K -450 -0.4%
NRG
705
Nemes Rush Group
Michigan
$37.4M +$791K +2,546 +2%
GI
706
GAMMA Investing
California
$37.4M +$2.19M +7,067 +7%
SCA
707
Stonebridge Capital Advisors
Minnesota
$37.3M -$693K -2,230 -2%
JWCA
708
J.W. Cole Advisors
Florida
$37M -$1.15M -3,714 -3%
TF
709
Talbot Financial
Washington
$37M +$510K +1,642 +1%
FCH
710
Freestone Capital Holdings
Washington
$36.8M +$2.2M +7,092 +7%
HFS
711
Hantz Financial Services
Michigan
$36.6M +$567K +1,827 +2%
DIA
712
Dana Investment Advisors
Wisconsin
$36.5M -$2.09M -6,730 -6%
CTA
713
Colonial Trust Advisors
South Carolina
$36.3M +$223K +718 +0.7%
JPMIA
714
J.P. Marvel Investment Advisors
Massachusetts
$36.2M +$54K +174 +0.2%
MWM
715
Mission Wealth Management
California
$36.2M +$14.7M +47,275 +75%
MGP
716
Metis Global Partners
California
$36.1M -$8.22M -26,463 -19%
CSP
717
Cary Street Partners
Virginia
$36.1M +$1.59M +5,133 +5%
PCMF
718
Private Capital Management (Florida)
Florida
$36.1M -$552K -1,776 -2%
FFIC
719
First Fiduciary Investment Counsel
Ohio
$36M -$3.46M -11,135 -9%
SBCM
720
Schwerin Boyle Capital Management
Massachusetts
$36M -$528K -1,700 -2%
AWAG
721
ARS Wealth Advisors Group
Florida
$35.9M -$340K -1,096 -1%
SRC
722
Shufro Rose & Co
New York
$35.9M -$1.37M -4,403 -4%
Hudson Bay Capital Management
723
Hudson Bay Capital Management
Connecticut
$35.8M -$27.4M -88,385 -45%
PMG
724
Private Management Group
California
$35.7M -$187K -601 -0.5%
FFM
725
Fullerton Fund Management
Singapore
$35.7M +$32.2M +103,614 +1,905%

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.