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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
YC
776
Yarbrough Capital
Tennessee
$32M
ECM
777
Evergreen Capital Management
Washington
$32M -$3.26M -10,484 -10%
UBV
778
United Bank (Virginia)
Virginia
$32M -$106K -341 -0.3%
AF
779
Avanza Fonder
Sweden
$32M +$1.83M +5,894 +6%
CAM
780
Cidel Asset Management
Ontario, Canada
$31.9M +$1.07M +3,446 +4%
BP
781
Ballentine Partners
Massachusetts
$31.7M -$105K -338 -0.3%
AIM
782
Avity Investment Management
Connecticut
$31.4M -$325K -1,045 -1%
GWM
783
GDS Wealth Management
Texas
$31.4M +$1.58M +5,078 +6%
MNA
784
Manning & Napier Advisors
New York
$31.3M -$1.98M -6,365 -6%
TCOT
785
Trust Company of Toledo
Ohio
$31.2M -$268K -864 -0.9%
Assenagon Asset Management
786
Assenagon Asset Management
Luxembourg
$31.2M +$217K +698 +0.7%
CPCPP
787
Canada Post Corporation Pension Plan
Canada
$31.2M +$915K +2,945 +3%
BFIM
788
Beese Fulmer Investment Management
Ohio
$31.1M +$222K +714 +0.8%
PCA
789
Pallas Capital Advisors
Massachusetts
$31M +$1.3M +4,197 +5%
ACIM
790
Azimuth Capital Investment Management
Michigan
$31M -$711K -2,290 -2%
CA
791
Callahan Advisors
Texas
$31M -$255K -820 -0.9%
BHIA
792
Birch Hill Investment Advisors
Massachusetts
$30.9M -$351K -1,130 -1%
DWT
793
Dorsey & Whitney Trust
South Dakota
$30.8M -$976K -3,143 -3%
LMIM
794
Lockheed Martin Investment Management
Maryland
$30.8M -$2.51M -8,081 -8%
OPCM
795
Osborne Partners Capital Management
California
$30.6M -$5.34M -17,192 -16%
FSA
796
Fort Sheridan Advisors
Illinois
$30.5M -$29.2K -94 -0.1%
EIP
797
Easterly Investment Partners
Massachusetts
$30.5M +$3.49M +11,240 +14%
GC
798
Grimes & Company
Massachusetts
$30.4M -$404K -1,302 -1%
IBOK
799
Independence Bank of Kentucky
Kentucky
$30.4M -$103K -332 -0.4%
HTIM
800
Harbour Trust & Investment Management
Indiana
$30.3M -$263K -846 -0.9%

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.