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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
MK
876
MASTERINVEST Kapitalanlage
$26M +$3.43M +11,037 +16%
DWM
877
Diversify Wealth Management
Utah
$25.9M +$338K +1,090 +2%
DAS
878
Diversify Advisory Services
Utah
$25.9M +$21.2M +68,151 +1,505%
MA
879
Montag & Associates
Georgia
$25.9M -$992K -3,195 -4%
TFS
880
Thoroughbred Financial Services
Tennessee
$25.8M +$72.4K +233 +0.3%
NDSIB
881
North Dakota State Investment Board
North Dakota
$25.8M +$31.7K +102 +0.1%
AAM
882
Advisors Asset Management
Colorado
$25.7M +$657K +2,116 +3%
CCG
883
Cypress Capital Group
Florida
$25.6M +$1.99M +6,396 +9%
WIC
884
Willis Investment Counsel
Georgia
$25.5M -$25.2K -81 -0.1%
SW
885
SlateStone Wealth
Florida
$25.4M +$298K +960 +1%
JWBC
886
J.W. Burns & Co
New York
$25.4M -$490K -1,579 -2%
CWP
887
Cyndeo Wealth Partners
Florida
$25.4M -$12.1K -39 -0.1%
AFG
888
Atomi Financial Group
New York
$25.3M +$407K +1,312 +2%
JC
889
JB Capital
Connecticut
$25.2M +$1.28M +4,115 +6%
WCM
890
Whitener Capital Management
North Carolina
$25.2M +$63.7K +205 +0.3%
TW
891
Trajan Wealth
Arizona
$25.2M +$2.73M +8,801 +13%
BBI
892
Baxter Bros Inc
Connecticut
$25.2M +$308K +993 +1%
MGIA
893
Moneta Group Investment Advisors
Missouri
$25M +$513K +1,651 +2%
WTB
894
Washington Trust Bank
Washington
$25M -$2.96M -9,518 -11%
PAI
895
Pittenger & Anderson Inc
Nebraska
$24.9M +$657K +2,117 +3%
SWP
896
Sagespring Wealth Partners
Tennessee
$24.8M +$558K +1,797 +2%
MHS
897
M Holdings Securities
Oregon
$24.7M -$315K -1,014 -1%
BHWM
898
Bar Harbor Wealth Management
New Hampshire
$24.7M -$139K -446 -0.6%
LPT
899
Legacy Private Trust
Wisconsin
$24.7M -$330K -1,063 -1%
PAM
900
Palisade Asset Management
Minnesota
$24.6M -$97.8K -315 -0.4%

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.