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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
WIC
851
Woodmont Investment Counsel
Tennessee
$27.1M +$5.28K +17 +0%
PAM
852
Peak Asset Management
Colorado
$27M +$1.68M +5,406 +7%
MAS
853
Meeder Advisory Services
Ohio
$27M +$604K +1,946 +2%
WCMN
854
Westchester Capital Management (Nebraska)
Nebraska
$26.9M -$421K -1,355 -2%
FCIM
855
Fairview Capital Investment Management
California
$26.8M +$1.69M +5,440 +7%
RAM
856
Rempart Asset Management
Canada
$26.8M -$1.52M -4,880 -6%
CNBT
857
Canandaigua National Bank & Trust
New York
$26.8M +$25.4M +81,950 New
TCWA
858
Turtle Creek Wealth Advisors
Texas
$26.8M +$2.96M +9,527 +13%
M
859
MOTCO
Texas
$26.8M -$198K -636 -0.8%
TW
860
TritonPoint Wealth
Maryland
$26.7M -$628K -2,023 -2%
CCM
861
Cohen Capital Management
California
$26.7M -$1.29M -4,147 -5%
DAS
862
Dynamic Advisor Solutions
Arizona
$26.7M +$193K +620 +0.8%
AG
863
Ascent Group
Virginia
$26.7M -$295K -949 -1%
FNFDCM
864
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$26.7M -$284K -916 -1%
CTC (Chicago Trading Company)
865
CTC (Chicago Trading Company)
Illinois
$26.7M +$25.3M +81,497 New
JWM
866
JGP Wealth Management
Oregon
$26.6M +$277K +893 +1%
FCP
867
Fidelis Capital Partners
Florida
$26.6M +$2.69M +8,657 +12%
CC
868
Cadinha & Co
Hawaii
$26.6M +$15.1M +48,634 +149%
KWMG
869
King Wealth Management Group
Florida
$26.5M +$15.5K +50 +0.1%
SFG
870
SNS Financial Group
Minnesota
$26.5M +$24.4M +78,586 +3,418%
NPT
871
Nixon Peabody Trust
Massachusetts
$26.2M -$37.6K -121 -0.2%
RP
872
Rice Partnership
Hawaii
$26.2M -$394K -1,268 -2%
AP
873
Archon Partners
New Jersey
$26.2M
GAI
874
General American Investors
New York
$26.2M
VWM
875
Venturi Wealth Management
Texas
$26M +$154K +497 +0.6%

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.