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JPMorgan Chase

5,110 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, 2,094 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: 2,094

4% more call options, than puts

Call options by funds: $12B | Put options by funds: $11.5B

1% more funds holding

Funds holding: 5,0785,110 (+32)

11% less funds holding in top 10

Funds holding in top 10: 797712 (-85)

Holders
5,110
Holders Change
+32
Holders Change %
+0.63%
% 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
8.6%
New
237
Increased
2,249
Reduced
2,094
Closed
114
Calls
$12B
Puts
$11.5B
Net Calls
+$487M
Net Calls Change
+$3.19B
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
951
Logan Capital Management
Pennsylvania
$22.6M +$21.4M +69,053 New
CP
952
CenterBook Partners
Connecticut
$22.6M +$413K +1,330 +2%
WC
953
Woodstock Corp
Massachusetts
$22.5M -$5.59K -18 -0%
JIR
954
James Investment Research
Ohio
$22.4M -$624K -2,008 -3%
MC
955
Middleton & Co
Massachusetts
$22.4M -$981K -3,158 -4%
SB
956
Simmons Bank
Arkansas
$22.4M +$1.72M +5,553 +9%
CC
957
Carlson Capital
Texas
$22.4M +$19.2M +61,770 +948%
SAI
958
Savvy Advisors Inc
New York
$22.3M +$2.48M +7,982 +13%
HT
959
Heritage Trust
Oklahoma
$22.3M +$158K +509 +0.8%
CB
960
Community Bank
New York
$22.1M -$424K -1,365 -2%
ERIC
961
Eagle Rock Investment Company
Georgia
$22M +$1.08M +3,488 +5%
BOC
962
Barbara Oil Co
Illinois
$21.9M
CT
963
Caldwell Trust
Florida
$21.8M +$22K +71 +0.1%
ANTB
964
AMG National Trust Bank
Colorado
$21.6M -$3.81M -12,283 -16%
LTI
965
Laffer Tengler Investments
Tennessee
$21.6M +$370K +1,190 +2%
NO
966
Ninety One
South Africa
$21.5M -$6.13M -19,748 -23%
FMWA
967
Forvis Mazars Wealth Advisors
Missouri
$21.5M +$7.76K +25 +0%
SHGA
968
Sand Hill Global Advisors
California
$21.4M -$46K -148 -0.2%
AIM
969
Artemis Investment Management
United Kingdom
$21.4M +$675K +2,175 +3%
TCM
970
Telos Capital Management
California
$21.4M -$87K -280 -0.4%
KCG
971
Kinsale Capital Group
Virginia
$21.4M +$1.89M +6,075 +10%
RC
972
Roundview Capital
New Jersey
$21.3M +$1.1M +3,550 +6%
ST
973
Spinnaker Trust
Maine
$21.3M +$360K +1,160 +2%
GIP
974
Granite Investment Partners
California
$21.3M -$9.32K -30 -0%
TF
975
Tompkins Financial
New York
$21.2M -$402K -1,294 -2%

JPM Hedge Fund Activity: Q2 2026 in Review

5,110 of the 8,275 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 2,094 trimmed.

The largest buyer was Bank of America, adding an estimated $1.24B. The largest seller was Fidelity Investments, cutting an estimated $1.6B.

  • 5,110 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.