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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
AFG
801
Albion Financial Group
Utah
$30.2M +$24.8K +80 +0.1%
LIM
802
Leavell Investment Management
Alabama
$30.1M +$425K +1,369 +2%
EI
803
Ethic Inc
New York
$30.1M +$2.58M +8,322 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
804
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.1M -$1.5M -4,841 -5%
GIA
805
GHP Investment Advisors
Colorado
$30M +$251K +809 +0.9%
AT
806
Arbejdsmarkedets Tillaegspension
$29.9M +$1.5M +4,830 +6%
EWM
807
Empirical Wealth Management
Washington
$29.6M +$1.17M +3,753 +4%
GT
808
Greenleaf Trust
Michigan
$29.6M -$10.6K -34 -0%
PCM
809
Polaris Capital Management
Massachusetts
$29.6M -$8.47M -27,261 -23%
DMIC
810
Dixon Mitchell Investment Counsel
British Columbia, Canada
$29.5M +$18.3K +59 +0.1%
QCG
811
Quadrant Capital Group
Ohio
$29.5M -$1.7M -5,470 -6%
CFC
812
Cincinnati Financial Corp
Ohio
$29.5M
NSUP
813
NLB Skladi upravljanje premozenja
$29.4M -$694K -2,234 -2%
DR
814
Davis Rea
Ontario, Canada
$29.3M -$5.51M -17,733 -17%
WS
815
Wedbush Securities
California
$29.2M -$1.06M -3,408 -4%
CIG
816
Cullen Investment Group
Louisiana
$29.2M -$397K -1,279 -1%
WBC
817
Westpac Banking Corp
Australia
$29.1M +$684K +2,201 +3%
BCM
818
Bourgeon Capital Management
Connecticut
$29M -$1.9M -6,125 -6%
MSA
819
MUFG Securities Americas
New York
$29M +$2.33M +7,488 +9%
OIMU
820
Osmosis Investment Management UK
United Kingdom
$28.9M -$27M -86,895 -50%
SG
821
Sienna Gestion
France
$28.8M -$2.52M -8,128 -9%
VCA
822
Verdence Capital Advisors
Maryland
$28.7M +$1.46M +4,707 +6%
Barrow, Hanley, Mewhinney & Strauss
823
Barrow, Hanley, Mewhinney & Strauss
Texas
$28.6M -$1.21M -3,910 -4%
TP
824
TritonPoint Partners
Maryland
$28.6M +$24.1M +77,754 +803%
AC
825
Addenda Capital
Quebec, Canada
$28.5M -$410K -1,321 -1%

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.