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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
SCM
726
SCS Capital Management
Massachusetts
$35.6M -$293K -942 -0.9%
CANC
727
Culbertson A N & Co
Virginia
$35.6M -$216K -694 -0.6%
SIA
728
Sit Investment Associates
Minnesota
$35.5M -$1.03M -3,329 -3%
PCM
729
Palisade Capital Management
New Jersey
$35.5M -$3.03M -9,743 -8%
RMC
730
Resources Management Corp
Connecticut
$35.4M -$754K -2,427 -2%
AIMC
731
Alley Investment Management Company
Illinois
$35.1M -$765K -2,462 -2%
PCH
732
Polar Capital Holdings
United Kingdom
$35.1M -$1.88M -6,055 -5%
AHB
733
Abner Herrman & Brock
New Jersey
$35M -$4.47M -14,396 -12%
PS
734
Principal Securities
Iowa
$34.9M +$1.24M +3,990 +4%
SCA
735
Stillwater Capital Advisors
Pennsylvania
$34.9M -$235K -757 -0.7%
OA
736
Oak Associates
Ohio
$34.8M -$220K -710 -0.7%
ATPW
737
Ashton Thomas Private Wealth
Arizona
$34.4M +$626K +2,015 +2%
SHFA
738
SS&H Financial Advisors
Michigan
$34.3M +$32.5M +104,790 New
PMG
739
ProVise Management Group
Florida
$34.3M +$88.8K +286 +0.3%
CAM
740
Congress Asset Management
Massachusetts
$34.2M -$958K -3,084 -3%
KFP
741
KMG Fiduciary Partners
Ohio
$34.2M -$5.27M -16,957 -14%
RPC
742
Rossmore Private Capital
Connecticut
$34.2M +$115K +370 +0.4%
CG
743
Caprock Group
Idaho
$34.1M +$1.45M +4,664 +5%
IAS
744
Insigneo Advisory Services
Florida
$34.1M +$21.3M +68,747 +195%
GVAG
745
Great Valley Advisor Group
Delaware
$34M +$693K +2,231 +2%
RCP
746
Rothschild Capital Partners
New York
$34M +$251K +808 +0.8%
LWM
747
Lyell Wealth Management
California
$33.9M +$930K +2,996 +3%
EF
748
Empirical Finance
Pennsylvania
$33.8M +$954K +3,073 +3%
AWM
749
Absher Wealth Management
North Carolina
$33.8M -$10.2K -33 -0%
CPIG
750
Chicago Partners Investment Group
Illinois
$33.7M +$852K +2,743 +3%

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.