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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
RSWM
901
Robertson Stephens Wealth Management
California
$24.6M -$462K -1,489 -2%
CC
902
Courier Capital
New York
$24.5M -$572K -1,842 -2%
GIM
903
Goelzer Investment Management
Indiana
$24.5M +$2.05M +6,599 +10%
NCM
904
Novare Capital Management
North Carolina
$24.5M -$472K -1,521 -2%
DCA
905
DSG Capital Advisors
Minnesota
$24.4M -$60.9K -196 -0.3%
MYAM
906
Meiji Yasuda Asset Management
Japan
$24.3M -$476K -1,532 -2%
SAM
907
Securian Asset Management
Minnesota
$24.3M -$602K -1,939 -3%
CA
908
Cullinan Associates
Kentucky
$24.1M +$2.8M +9,005 +14%
IWM
909
IHT Wealth Management
Illinois
$24M +$300K +965 +1%
GG
910
Greenwood Gearhart
Arkansas
$24M +$808K +2,601 +4%
CWM
911
Cabot Wealth Management
Massachusetts
$23.9M -$113K -364 -0.5%
GWM
912
Geneos Wealth Management
Colorado
$23.9M +$9.94K +32 +0%
CF
913
Clarity Financial
Texas
$23.9M +$6.22M +20,033 +38%
WSCM
914
Wellington Shields Capital Management
New York
$23.9M +$218K +701 +1%
BCM
915
BTC Capital Management
Iowa
$23.9M -$870K -2,802 -4%
SWM
916
Spire Wealth Management
Virginia
$23.9M -$87K -280 -0.4%
SFI
917
Siemens Fonds Invest
Germany
$23.9M -$784K -2,526 -3%
GIA
918
Gladstone Institutional Advisory
Florida
$23.9M +$122K +392 +0.5%
PI
919
PFG Investments
New York
$23.8M +$591K +1,903 +3%
CK
920
Cohen Klingenstein
New York
$23.8M
CIA
921
CCM Investment Advisers
South Carolina
$23.8M +$260K +838 +1%
FFP
922
FourThought Financial Partners
Florida
$23.7M +$10.9K +35 +0%
SWM
923
Stockman Wealth Management
Montana
$23.7M -$498K -1,604 -2%
CWM
924
Circle Wealth Management
New Jersey
$23.7M -$796K -2,562 -3%
DWA
925
Douglass Winthrop Advisors
New York
$23.7M +$574K +1,849 +3%

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.