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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
ETC
1001
Exchange Traded Concepts
Oklahoma
$20.6M -$2.59M -8,324 -12%
MIA
1002
MainStreet Investment Advisors
Illinois
$20.6M -$67.7K -218 -0.3%
CCFCSB
1003
Cape Cod Five Cents Savings Bank
Massachusetts
$20.6M +$19.5M +62,804 New
CWS
1004
Confluence Wealth Services
Pennsylvania
$20.5M +$4.24M +13,658 +28%
CAM
1005
Close Asset Management
United Kingdom
$20.5M +$3.73K +12 +0%
NP
1006
NorthRock Partners
Minnesota
$20.4M +$641K +2,063 +3%
CCM
1007
Carmel Capital Management
California
$20.3M +$14K +45 +0.1%
PIM
1008
Plato Investment Management
Australia
$20.3M +$322K +1,036 +2%
BONST
1009
Bank of Nova Scotia Trust
Ontario, Canada
$20.3M +$387K +1,245 +2%
EIA
1010
Emerald Investment Advisers
Pennsylvania
$20.2M +$1.3M +4,191 +7%
JIC
1011
Joel Isaacson & Co
New York
$20.2M +$962K +3,099 +5%
VHAM
1012
Van Hulzen Asset Management
California
$20.1M -$570K -1,834 -3%
WAP
1013
Wealthcare Advisory Partners
Pennsylvania
$20.1M -$2.58M -8,292 -12%
ISB
1014
Iowa State Bank
Iowa
$20.1M -$1.27M -4,074 -6%
FA
1015
Fagan Associates
New York
$20.1M +$64.6K +208 +0.3%
CCM
1016
Copeland Capital Management
Pennsylvania
$20M -$134K -431 -0.7%
BIM
1017
Baldwin Investment Management
Pennsylvania
$20M +$4.04M +13,017 +27%
CPCM
1018
Cardinal Point Capital Management
Ontario, Canada
$20M +$20.5K +66 +0.1%
KFGK
1019
Keystone Financial Group (Kentucky)
Kentucky
$19.9M +$87K +280 +0.5%
Parallax Volatility Advisers
1020
Parallax Volatility Advisers
California
$19.8M +$784K +2,526 +4%
NAAA
1021
New Age Alpha Advisors
New York
$19.7M -$995K -3,203 -5%
TCBWMS
1022
Texas Capital Bank Wealth Management Services
Texas
$19.7M +$43.2K +139 +0.2%
TCM
1023
Traynor Capital Management
Pennsylvania
$19.7M +$25.8K +83 +0.1%
BWM
1024
Buckley Wealth Management
Nevada
$19.6M -$32K -103 -0.2%
KWA
1025
Kingswood Wealth Advisors
California
$19.6M -$117K -377 -0.6%

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.