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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
BA
1101
Bridgewater Advisors
New York
$17.2M +$1.65M +5,324 +12%
LA
1102
Lynch & Associates
Indiana
$17.2M -$14.6K -47 -0.1%
HBT
1103
Hills Bank & Trust
Iowa
$17.1M -$452K -1,455 -3%
HH
1104
HWG Holdings
Texas
$17M -$497K -1,601 -3%
RFM
1105
Royal Fund Management
Florida
$17M +$218K +701 +1%
OL
1106
one8zero8 LLC
North Carolina
$17M -$9.01K -29 -0.1%
LI
1107
LDIC Inc
$16.9M +$16.1M +51,698 New
AWP
1108
Ascent Wealth Partners
New York
$16.9M +$213K +687 +1%
SWASL
1109
Spartan Wealth Advisory Services LLC
Michigan
$16.8M +$810K +2,609 +5%
NC
1110
NewSquare Capital
Pennsylvania
$16.8M +$502K +1,617 +3%
TRCT
1111
Tower Research Capital (TRC)
New York
$16.8M -$15.1M -48,520 -49%
CCP
1112
Clough Capital Partners
Massachusetts
$16.8M
AAS
1113
Annex Advisory Services
Wisconsin
$16.8M -$301K -969 -2%
DAC
1114
Dividend Assets Capital
South Carolina
$16.8M -$89.4K -288 -0.6%
MWM
1115
Marietta Wealth Management
Georgia
$16.8M +$152K +489 +1%
CT
1116
Colonial Trust
South Carolina
$16.8M -$763K -2,458 -5%
WFMPM
1117
Woodley Farra Manion Portfolio Management
Indiana
$16.8M +$551K +1,774 +4%
PAG
1118
Private Advisory Group
Washington
$16.8M +$1.71M +5,500 +12%
MMA
1119
Mizuho Markets Americas
New York
$16.7M +$12.1M +39,000 +325%
CM
1120
Castleark Management
Illinois
$16.5M
FM
1121
Foster & Motley
Ohio
$16.5M +$66.8K +215 +0.4%
AA
1122
ALPS Advisors
Colorado
$16.5M +$9.2M +29,620 +143%
FB
1123
Fulton Bank
Pennsylvania
$16.5M +$722K +2,324 +5%
SAM
1124
Smithbridge Asset Management
Pennsylvania
$16.5M -$543K -1,750 -3%
MO
1125
McMillan Office
Michigan
$16.5M +$24.2K +78 +0.2%

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.