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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
CFO
751
Callan Family Office
Pennsylvania
$33.5M +$484K +1,557 +2%
SLI
752
Sumitomo Life Insurance
Japan
$33.4M -$465K -1,497 -1%
HP
753
Hosking Partners
United Kingdom
$33.4M -$508K -1,635 -2%
BCP
754
BSN Capital Partners
United Kingdom
$33.3M +$31.1M +100,000 New
OHIS
755
Oak Harvest Investment Services
Texas
$33.3M +$5.27M +16,970 +20%
CCM
756
Coldstream Capital Management
Washington
$33.3M -$1.14M -3,661 -3%
TNB
757
Thomasville National Bank
Georgia
$33.3M +$31.6M +101,633 New
BFA
758
Bragg Financial Advisors
North Carolina
$33.2M +$624K +2,008 +2%
DT
759
Diversified Trust
Tennessee
$33.1M +$225K +724 +0.7%
HPG
760
Harvest Portfolios Group
Ontario, Canada
$33.1M -$166K -533 -0.5%
FA
761
Fiduciary Alliance
South Carolina
$32.9M -$5.83M -18,774 -16%
GAM
762
Gotham Asset Management
New York
$32.8M -$4.35M -13,992 -12%
TIS
763
Titan Investment Solutions
$32.7M +$1.54M +4,963 +5%
JMFC
764
J.M. Forbes & Co
Massachusetts
$32.7M +$58.4K +188 +0.2%
RWM
765
Ritholtz Wealth Management
New York
$32.6M +$815K +2,625 +3%
CGPCS
766
Capital Group Private Client Services
California
$32.6M -$3.98M -12,817 -11%
NEI
767
Northwest & Ethical Investments
Ontario, Canada
$32.6M +$1.58M +5,095 +5%
CAMG
768
CWA Asset Management Group
Florida
$32.5M +$768K +2,472 +3%
KCM
769
Kornitzer Capital Management
Kansas
$32.5M -$227K -731 -0.7%
WC
770
Whitney & Co
New York
$32.5M -$9.63K -31 -0%
MA
771
Mutual Advisors
Nebraska
$32.4M +$235K +758 +0.8%
ONB
772
Old National Bancorp
Indiana
$32.3M -$2.03M -6,537 -6%
CHAM
773
Clear Harbor Asset Management
Connecticut
$32.2M -$2.04M -6,571 -6%
LFAS
774
Level Four Advisory Services
Texas
$32.1M +$914K +2,944 +3%
FFA
775
First Foundation Advisors
California
$32M -$486K -1,566 -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.