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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
BP
1276
Broadleaf Partners
Ohio
$12.9M +$281K +904 +2%
BCPWM
1277
Bradley & Co Private Wealth Management
Florida
$12.9M +$36.6K +118 +0.3%
AA
1278
Altrafin AG
$12.9M +$43.5K +140 +0.4%
WIA
1279
Wetzel Investment Advisors
Indiana
$12.9M -$131K -423 -1%
GWMR
1280
GC Wealth Management RIA
Massachusetts
$12.8M -$3.88M -12,497 -24%
SIG
1281
Sargent Investment Group
Maryland
$12.8M +$138K +444 +1%
AIA
1282
AssuredPartners Investment Advisors
Florida
$12.8M -$388K -1,250 -3%
SP
1283
Stablepoint Partners
Massachusetts
$12.8M +$7.76K +25 +0.1%
WKWM
1284
Walter & Keenan Wealth Management
Indiana
$12.8M +$93.8K +302 +0.8%
NS
1285
NBC Securities
Alabama
$12.8M -$137K -440 -1%
CIC
1286
Chilton Investment Company
Connecticut
$12.8M -$50K -161 -0.4%
MBTD
1287
Mechanics Bank - Trust Department
California
$12.8M -$95.6K -308 -0.8%
MG
1288
Mather Group
Illinois
$12.8M +$5.37M +17,299 +79%
IPW
1289
Inlet Private Wealth
Florida
$12.7M -$1.4M -4,500 -10%
FWTB
1290
First Western Trust Bank
Colorado
$12.7M -$631K -2,031 -5%
IAIM
1291
International Assets Investment Management
Florida
$12.7M +$126M +405,547 +32%
AC
1292
Apella Capital
Connecticut
$12.7M -$111K -357 -0.9%
CIM
1293
Contravisory Investment Management
Massachusetts
$12.7M -$70.8K -228 -0.6%
WETS
1294
Wealth Enhancement Trust Services
South Dakota
$12.6M -$1.04M -3,344 -8%
HCM
1295
Howland Capital Management
Massachusetts
$12.6M -$199K -640 -2%
SG
1296
StoneX Group
New York
$12.6M +$543K +1,747 +5%
ACM
1297
AlphaStar Capital Management
North Carolina
$12.6M +$1.33M +4,277 +12%
FC
1298
Fusion Capital
South Carolina
$12.6M +$155K +498 +1%
SCM
1299
Shelton Capital Management
Colorado
$12.6M -$1.47M -4,731 -11%
FC
1300
Fulcrum Capital
Washington
$12.5M -$568K -1,828 -5%

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.