We are live on ! Find out more
JPM icon

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
NM
1076
NWI Management
New York
$18M
SI
1077
Sava Infond
Slovenia
$17.9M +$8.51M +27,395 +100%
NFG
1078
Nations Financial Group
Iowa
$17.9M +$201K +648 +1%
BEAM
1079
Baker Ellis Asset Management
Washington
$17.9M -$188K -605 -1%
SPC
1080
Sigma Planning Corp
Michigan
$17.9M +$56.2K +181 +0.3%
CTA
1081
Clear Trail Advisors
Texas
$17.9M -$298K -961 -2%
MFG
1082
Magnus Financial Group
New York
$17.9M +$23.9K +77 +0.1%
SDIC
1083
South Dakota Investment Council
South Dakota
$17.9M -$224K -720 -1%
PA
1084
Perennial Advisors
New York
$17.8M -$539K -1,737 -3%
MCM
1085
Mengis Capital Management
Oregon
$17.8M -$3.73K -12 -0%
CBOR
1086
Community Bank of Raymore
Missouri
$17.8M -$93.2K -300 -0.5%
III
1087
Independent Investors Inc
New York
$17.7M -$497K -1,600 -3%
ABTD
1088
Arvest Bank Trust Division
Oklahoma
$17.7M -$376K -1,210 -2%
MCM
1089
Marsico Capital Management
Colorado
$17.7M -$31.9M -102,758 -66%
VWA
1090
Visionary Wealth Advisors
Illinois
$17.7M -$84.8K -273 -0.5%
MWA
1091
Meridian Wealth Advisors
Texas
$17.6M +$528K +1,701 +3%
VAS
1092
Valicenti Advisory Services
New York
$17.5M +$57.5K +185 +0.3%
VI
1093
Vestcor Inc
New Brunswick, Canada
$17.4M -$443K -1,428 -3%
QIM
1094
Quantitative Investment Management
Virginia
$17.4M +$16.5M +53,263 New
IPW
1095
Invictus Private Wealth
Colorado
$17.3M -$164K -529 -1%
MYA
1096
Meiji Yasuda America
New York
$17.3M +$2.38M +7,654 +17%
ECM
1097
EagleClaw Capital Management
Massachusetts
$17.3M +$81.7K +263 +0.5%
BC
1098
Burney Company
Virginia
$17.2M -$427K -1,375 -3%
MC
1099
Miramar Capital
Illinois
$17.2M +$133K +429 +0.8%
EFG
1100
Embree Financial Group
Illinois
$17.2M +$16.5K +53 +0.1%

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.