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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
PUI
1226
Purpose Unlimited Inc
$13.9M +$9.54M +30,735 +268%
PPW
1227
Parcion Private Wealth
Washington
$13.9M +$253K +814 +2%
TIM
1228
Thompson Investment Management
Wisconsin
$13.8M -$13K -42 -0.1%
SCM
1229
Sone Capital Management
New York
$13.8M +$5.74M +18,471 +78%
PWMAG
1230
Pinnacle Wealth Management Advisory Group
New Jersey
$13.8M +$494K +1,590 +4%
SAI
1231
Systematic Alpha Investments
New Jersey
$13.8M +$1.63M +5,260 +14%
TAM
1232
Townsend Asset Management
North Carolina
$13.8M -$83.2K -268 -0.6%
FCT
1233
Family Capital Trust
Massachusetts
$13.7M -$658K -2,120 -5%
MIM
1234
Manitou Investment Management
Ontario, Canada
$13.7M -$832K -2,678 -6%
WAS
1235
WESPAC Advisors SoCal
California
$13.7M +$398K +1,282 +3%
PL
1236
Parthenon LLC
Kentucky
$13.7M -$26.4K -85 -0.2%
M2MC
1237
Matthew 25 Management Corp
Pennsylvania
$13.7M -$1.32M -4,250 -9%
ITC
1238
Inspire Trust Company
Nevada
$13.6M -$21.7K -70 -0.2%
NCM
1239
Nelson Capital Management
California
$13.6M -$325K -1,046 -2%
FMTC
1240
Farmers & Merchants Trust Company
California
$13.6M +$125K +404 +1%
Optiver Holding
1241
Optiver Holding
Netherlands
$13.6M -$777K -2,502 -6%
BHPW
1242
Beverly Hills Private Wealth
California
$13.5M -$1.59M -5,126 -11%
CCM
1243
Coerente Capital Management
Ontario, Canada
$13.5M -$163K -525 -1%
AWE
1244
Avidian Wealth Enterprises
Texas
$13.5M +$234K +754 +2%
LIP
1245
Liontrust Investment Partners
United Kingdom
$13.5M +$12.8M +41,143 New
FNT
1246
First Nebraska Trust
Nebraska
$13.5M +$27.3K +88 +0.2%
AG
1247
Algert Global
California
$13.4M -$268K -863 -2%
FNBOMD
1248
First National Bank of Mount Dora
Florida
$13.4M -$64.6K -208 -0.5%
LOWM
1249
Laurel Oak Wealth Management
New Jersey
$13.4M +$569K +1,831 +5%
RC
1250
RBF Capital
California
$13.4M

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.