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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
TWM
1251
Trueblood Wealth Management
Ohio
$13.4M -$75.8K -244 -0.6%
ERWM
1252
Elk River Wealth Management
Colorado
$13.3M -$1.21M -3,909 -9%
WCA
1253
Westover Capital Advisors
Delaware
$13.3M -$515K -1,659 -4%
LIM
1254
Lathrop Investment Management
Arkansas
$13.3M -$199K -642 -2%
GHA
1255
GW Henssler & Associates
Georgia
$13.3M -$10.9K -35 -0.1%
BTI
1256
Blue Trust Inc
Georgia
$13.3M -$297K -957 -2%
AWM
1257
Arista Wealth Management
Nevada
$13.2M +$15.5K +50 +0.1%
NLGIA
1258
Nippon Life Global Investors Americas
New York
$13.2M -$627K -2,020 -5%
UAM
1259
Unison Asset Management
Florida
$13.2M -$931K -2,997 -7%
CA
1260
Claro Advisors
Massachusetts
$13.2M -$22.4K -72 -0.2%
CNBTD
1261
Citizens National Bank Trust Department
Mississippi
$13.2M -$51.2K -165 -0.4%
LRPA
1262
L. Roy Papp & Associates
Arizona
$13.2M +$2.92M +9,402 +31%
HCM
1263
Hilton Capital Management
New York
$13.1M +$1.1M +3,552 +10%
BA
1264
Ballast Advisors
Minnesota
$13.1M -$335K -1,078 -3%
RAM
1265
Redmond Asset Management
Virginia
$13.1M -$369K -1,189 -3%
BHWM
1266
Bellars Harris Wealth Management
Virginia
$13M +$12.4M +39,817 New
AWM
1267
Accurate Wealth Management
Florida
$13M +$608K +1,958 +5%
CWM
1268
Chronos Wealth Management
Florida
$13M -$129K -416 -1%
KA
1269
Kintegral Advisory
New York
$13M
AWCI
1270
Alpine Woods Capital Investors
New York
$13M +$713K +2,296 +6%
IWA
1271
Icon Wealth Advisors
Texas
$13M +$1.61M +5,184 +15%
XF
1272
XML Financial
Maryland
$13M -$22K -71 -0.2%
NP
1273
Nilsine Partners
Colorado
$12.9M +$180K +581 +1%
LSWM
1274
Lorne Steinberg Wealth Management
Canada
$12.9M +$193K +620 +2%
AMM
1275
American Money Management
California
$12.9M -$304K -978 -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.