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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
VM
1126
Venator Management
Pennsylvania
$16.5M +$16.1K +52 +0.1%
SC
1127
Syon Capital
California
$16.4M +$844K +2,717 +6%
APP
1128
Avantax Planning Partners
Iowa
$16.4M -$66.1K -213 -0.4%
GI
1129
GLOBALT Investments
Georgia
$16.4M -$4.79M -15,433 -24%
BRWA
1130
B. Riley Wealth Advisors
Florida
$16.4M +$492K +1,585 +3%
FAMI
1131
Fideuram Asset Management (Ireland)
$16.4M +$10.9M +35,041 +225%
RCW
1132
Rheos Capital Works
Japan
$16.4M +$4.66M +15,000 +43%
AAS
1133
Ameritas Advisory Services
Nebraska
$16.3M +$5.05M +16,259 +48%
RWM
1134
RKL Wealth Management
Pennsylvania
$16.3M -$54.7K -176 -0.4%
PWS
1135
Peterson Wealth Services
Utah
$16.3M -$57.1K -184 -0.4%
LFG
1136
Larson Financial Group
Missouri
$16.3M +$952K +3,066 +7%
FHA
1137
Flagship Harbor Advisors
Massachusetts
$16.2M +$6.83K +22 +0%
PP
1138
PDS Planning
Ohio
$16.2M +$125K +403 +0.8%
TFA
1139
Teamwork Financial Advisors
Texas
$16.2M -$529K -1,705 -3%
LWCFA
1140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.2M +$1.21M +3,909 +9%
VA
1141
VestGen Advisors
Illinois
$16.2M -$586K -1,887 -4%
CF
1142
Centaurus Financial
California
$16.2M +$22K +71 +0.1%
NGA
1143
Naples Global Advisors
Florida
$16.1M +$222K +716 +1%
SW
1144
Simplicity Wealth
New Jersey
$16.1M +$4.28M +13,781 +39%
DSC
1145
Duncker Streett & Co
Missouri
$16.1M -$94.4K -304 -0.6%
LOPW
1146
Live Oak Private Wealth
North Carolina
$16M -$565K -1,820 -4%
CBTWT
1147
Community Bank & Trust (Waco, Texas)
Texas
$16M -$178K -573 -1%
PFA
1148
Pure Financial Advisors
California
$16M +$195K +628 +1%
CAL
1149
Capital Analysts LLC
Pennsylvania
$16M -$211K -680 -1%
HIP
1150
Harrell Investment Partners
Texas
$15.8M -$556K -1,791 -4%

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.