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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
GWMIA
1201
Global Wealth Management Investment Advisory
Florida
$14.4M +$621K +2,001 +5%
SFO
1202
Stokes Family Office
Louisiana
$14.4M -$1.43M -4,606 -10%
SNB
1203
Security National Bank
Nebraska
$14.3M +$1.28M +4,118 +10%
MAM
1204
Mystic Asset Management
Rhode Island
$14.3M -$110K -354 -0.8%
SFG
1205
SevenBridge Financial Group
Pennsylvania
$14.3M -$61.8K -199 -0.5%
IFG
1206
Independent Financial Group
California
$14.3M +$509K +1,639 +4%
TWA
1207
Tulsa Wealth Advisors
Oklahoma
$14.2M +$142K +458 +1%
IIM
1208
Ipswich Investment Management
Massachusetts
$14.2M -$478K -1,540 -3%
PCA
1209
Providence Capital Advisors
North Carolina
$14.2M +$475K +1,531 +4%
NEAM
1210
New England Asset Management
Connecticut
$14.1M +$94.4K +304 +0.7%
IA
1211
IFG Advisory
Georgia
$14.1M +$13.4M +43,108 New
HVIA
1212
Hudson Valley Investment Advisors
New York
$14.1M -$712K -2,294 -5%
FMI
1213
F/M Investments
District of Columbia
$14.1M +$525K +1,690 +4%
BPC
1214
Banque Pictet & Cie
Switzerland
$14.1M -$4.17M -13,416 -24%
NRC
1215
New Republic Capital
North Carolina
$14.1M +$2.21M +7,101 +20%
TCA
1216
Transcend Capital Advisors
New Jersey
$14M -$170K -548 -1%
SPG
1217
Strategic Planning Group
Utah
$14M +$511K +1,644 +4%
PT
1218
Plimoth Trust
Massachusetts
$14M -$278K -895 -2%
NA
1219
Nordwand Advisors
Pennsylvania
$14M +$150K +484 +1%
IB
1220
Intrust Bank
Kansas
$14M -$213K -686 -2%
RWB
1221
RMR Wealth Builders
New Jersey
$14M +$1.17M +3,753 +10%
IP
1222
Interval Partners
New York
$14M -$11M -35,306 -45%
SC
1223
Schulhoff & Co
Ohio
$14M -$584K -1,880 -4%
GCC
1224
Guardian Capital (Canada)
Ontario, Canada
$13.9M +$118K +380 +0.9%
PAMG
1225
Patton Albertson Miller Group
Tennessee
$13.9M -$183K -589 -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.