We are live on ! Find out more
JPM icon

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
TE
1301
Tema ETFs
New York
$12.5M +$621K +2,001 +6%
APSI
1302
Asset Planning Services Inc
Louisiana
$12.5M -$516K -1,660 -4%
SA
1303
Strategic Advisors
New York
$12.5M -$91.6K -295 -0.8%
AWM
1304
Angeles Wealth Management
California
$12.5M +$736K +2,371 +7%
CC
1305
Constitution Capital
Connecticut
$12.5M -$720K -2,320 -6%
SFGP
1306
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.5M +$544K +1,753 +5%
BSB
1307
Bangor Savings Bank
Maine
$12.5M -$249K -801 -2%
GH
1308
GAM Holding
Switzerland
$12.5M -$814K -2,622 -6%
VST
1309
Van Strum & Towne
California
$12.5M +$82.3K +265 +0.7%
BFG
1310
Beacon Financial Group
Texas
$12.4M -$68.6K -221 -0.6%
SAG
1311
SageView Advisory Group
California
$12.4M -$125K -402 -1%
CP
1312
Cumberland Partners
Ontario, Canada
$12.4M -$1.24K -4 -0%
HAG
1313
HighPoint Advisor Group
Illinois
$12.4M +$376K +1,212 +3%
FSG
1314
Financial Strategies Group
Michigan
$12.3M +$137K +440 +1%
NHT
1315
New Hampshire Trust
New Hampshire
$12.3M +$1.62M +5,221 +16%
PGF
1316
Plan Group Financial
Oklahoma
$12.3M -$534K -1,719 -4%
LIP
1317
Lighthouse Investment Partners
Florida
$12.3M -$6.79M -21,861 -37%
BWL
1318
Bogart Wealth LLC
Virginia
$12.2M +$342K +1,102 +3%
HCM
1319
Harvey Capital Management
Florida
$12.2M -$59K -190 -0.5%
BWM
1320
BigSur Wealth Management
Florida
$12.2M +$2.21M +7,103 +24%
XWM
1321
Xcel Wealth Management
Florida
$12.1M -$438K -1,412 -4%
CWM
1322
Compass Wealth Management
Connecticut
$12.1M +$25.5K +82 +0.2%
FP
1323
FFG Partners
Florida
$12.1M -$709K -2,283 -6%
MCM
1324
Moore Capital Management
New York
$12.1M +$11.5M +37,008 New
CWM
1325
Chemistry Wealth Management
New York
$12.1M -$99.4K -320 -0.9%

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.