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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
ZIG
1026
Zuckerman Investment Group
Illinois
$19.6M -$111K -356 -0.6%
MCM
1027
Mitchell Capital Management
Kansas
$19.6M -$424K -1,364 -2%
FNB
1028
Farmers National Bank
Kentucky
$19.5M -$1.7M -5,463 -8%
SAM
1029
Smartleaf Asset Management
Massachusetts
$19.5M
BWS
1030
Buck Wealth Strategies
Colorado
$19.4M +$1.05M +3,389 +6%
SIC
1031
SFE Investment Counsel
California
$19.4M -$99.7K -321 -0.5%
SBF
1032
Sara-Bay Financial
Florida
$19.4M -$57.8K -186 -0.3%
WAM
1033
Winslow Asset Management
Ohio
$19.3M -$348K -1,119 -2%
FBB
1034
Fulton Breakefield Broenniman
Maryland
$19.3M +$18K +58 +0.1%
AAM
1035
AR Asset Management
California
$19.2M
SCM
1036
Schnieders Capital Management
California
$19.2M +$418K +1,345 +2%
CAM
1037
Cypress Asset Management
Texas
$19.2M +$124K +399 +0.7%
OPW
1038
Osprey Private Wealth
New York
$19.2M +$230K +742 +1%
CCMINC
1039
Cardinal Capital Management Inc (North Carolina)
North Carolina
$19.1M -$114K -366 -0.6%
AFCM
1040
Applied Finance Capital Management
Puerto Rico
$19M -$3.22M -10,355 -15%
NLP
1041
Next Level Private
New York
$19M +$106K +342 +0.6%
GGS
1042
Galvin Gaustad & Stein
Arizona
$19M -$3.18M -10,239 -15%
LCM
1043
LVM Capital Management
Michigan
$19M +$24.8K +80 +0.1%
BPAMU
1044
BTG Pactual Asset Management US
New York
$18.9M +$1.92M +6,176 +12%
HIA
1045
Harbor Investment Advisory
Maryland
$18.9M +$592K +1,905 +3%
WIC
1046
WealthBridge Investment Counsel
Alberta, Canada
$18.9M -$152K -488 -0.8%
AMBIA
1047
Allen Mooney & Barnes Investment Advisors
Georgia
$18.9M -$818K -2,633 -4%
CNB
1048
Camden National Bank
Maine
$18.9M -$184K -591 -1%
PA
1049
Procyon Advisors
Connecticut
$18.9M -$448K -1,443 -2%
JAM
1050
JCIC Asset Management
Ontario, Canada
$18.9M

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.