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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
WSC
1151
Wellington Shields & Co
New York
$15.8M +$228K +733 +2%
BAM
1152
Belpointe Asset Management
Nevada
$15.7M +$1.13M +3,646 +8%
BAM
1153
Brave Asset Management
New Jersey
$15.7M -$73K -235 -0.5%
GC
1154
Giverny Capital
Quebec, Canada
$15.7M -$1.37M -4,422 -8%
TCM
1155
Twin Capital Management
Pennsylvania
$15.6M +$366K +1,177 +3%
CFO
1156
Cambient Family Office
Michigan
$15.6M +$197K +635 +1%
BAM
1157
Boyar Asset Management
New York
$15.6M +$230K +741 +2%
PEAK6
1158
PEAK6
Illinois
$15.6M +$7.97M +25,650 +116%
UAS
1159
United Asset Strategies
New York
$15.6M -$8.57M -27,589 -37%
PCG
1160
Prosperity Consulting Group
Maryland
$15.5M +$550K +1,772 +4%
CCM
1161
Canal Capital Management
Virginia
$15.5M +$256K +825 +2%
HWAM
1162
Hennion & Walsh Asset Management
New Jersey
$15.4M +$1.08M +3,471 +8%
RWM
1163
Rench Wealth Management
Texas
$15.4M -$134K -430 -0.9%
ACM
1164
Adalta Capital Management
New York
$15.4M -$164K -527 -1%
PF
1165
Phoenix Financial
Israel
$15.4M -$3.12M -10,041 -18%
CFSG
1166
Community Financial Services Group
Vermont
$15.4M +$6.83K +22 +0%
LF
1167
Longbow Finance
Switzerland
$15.3M +$3.45M +11,098 +31%
PVI
1168
Pine Valley Investments
New Jersey
$15.3M +$59K +190 +0.4%
RIA
1169
RPG Investment Advisory
California
$15.2M +$7.14K +23 +0%
PTB
1170
Pioneer Trust Bank
Oregon
$15.1M -$27.9K -90 -0.2%
FWP
1171
FAS Wealth Partners
Kansas
$15.1M +$847K +2,727 +6%
SFP
1172
Shepherd Financial Partners
Massachusetts
$15.1M -$90.1K -290 -0.6%
PFM
1173
Premier Fund Managers
United Kingdom
$15M +$1.45M +4,680 +11%
BFO
1174
Boston Family Office
Massachusetts
$15M -$259K -835 -2%
SIC
1175
Sigma Investment Counselors
Michigan
$15M -$1.11M -3,574 -7%

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.