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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, 2,249 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: 2,249 | 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: 797712 (-85)

Holders
5,109
Holders Change
+31
Holders Change %
+0.61%
% of All Funds
61.75%
Holding in Top 10
712
Holding in Top 10 Change
-85
Holding in Top 10 Change %
-10.66%
% of All Funds
8.61%
New
237
Increased
2,249
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
MWM
826
Moran Wealth Management
Florida
$28.5M +$53.7K +173 +0.2%
FMC
827
First Merchants Corp
Indiana
$28.4M +$2.43M +7,827 +10%
FG
828
Fiduciary Group
Georgia
$28.3M -$353K -1,138 -1%
BWP
829
Barlow Wealth Partners
Kentucky
$28.2M +$284K +913 +1%
BWP
830
Baldwin Wealth Partners
Massachusetts
$28.2M +$408K +1,313 +2%
NMIMC
831
Northwestern Mutual Investment Management Company
Wisconsin
$28.1M -$112K -361 -0.4%
CWM
832
Calamos Wealth Management
Illinois
$28.1M -$1.28M -4,133 -5%
KOCAA
833
Knights of Columbus Asset Advisors
Connecticut
$28M +$237K +763 +0.9%
S
834
SignatureFD
Georgia
$27.9M +$427K +1,374 +2%
EWM
835
Edge Wealth Management
New York
$27.9M -$647K -2,085 -2%
GP
836
Guardian Partners
Canada
$27.9M -$3.35M -10,792 -11%
AHC
837
Anderson Hoagland & Co
Missouri
$27.9M -$153K -494 -0.6%
WWA
838
WCG Wealth Advisors
Nevada
$27.8M +$310K +999 +1%
SL
839
Summitry LLC
California
$27.8M -$11.2K -36 -0%
WF
840
WoodTrust Financial
Wisconsin
$27.7M +$3.6M +11,586 +16%
FPAS
841
Focus Partners Advisor Solutions
Missouri
$27.6M +$1.45M +4,684 +6%
RDWM
842
Red Door Wealth Management
Tennessee
$27.5M +$320K +1,029 +1%
ACP
843
Aviance Capital Partners
Florida
$27.4M +$842K +2,710 +3%
WB
844
Webster Bank
Connecticut
$27.4M -$1.11M -3,589 -4%
RT
845
Rockland Trust
Massachusetts
$27.2M -$1.67M -5,365 -6%
OCA
846
OpenArc Corporate Advisory
Georgia
$27.2M +$795K +2,559 +3%
TTWM
847
TCV Trust & Wealth Management
Virginia
$27.2M -$473K -1,523 -2%
NSAM
848
North Star Asset Management
Wisconsin
$27.2M -$262K -845 -1%
DP
849
Dearborn Partners
Illinois
$27.2M -$42.9K -138 -0.2%
SW
850
SVB Wealth
Massachusetts
$27.2M -$3.61M -11,629 -12%

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 2,249 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.