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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
ACM
1326
Alpha Capital Management
Texas
$12.1M -$114K -367 -1%
AA
1327
Argent Advisors
Louisiana
$12M +$2.78M +8,966 +32%
CIC
1328
Concord Investment Counsel
California
$12M -$5.28K -17 -0%
PTC
1329
Private Trust Company
Ohio
$12M -$127K -410 -1%
VA
1330
Valmark Advisers
Ohio
$11.9M -$56.2K -181 -0.5%
RCAG
1331
Rehmann Capital Advisory Group
Michigan
$11.9M +$701K +2,256 +7%
DIP
1332
DT Investment Partners
Pennsylvania
$11.9M
LSA
1333
L & S Advisors
California
$11.9M +$8.12M +26,158 +257%
BWAM
1334
Boyd Watterson Asset Management
Ohio
$11.9M -$219K -705 -2%
NCM
1335
Northside Capital Management
Oregon
$11.9M -$1.53M -4,937 -12%
CWM
1336
Cordatus Wealth Management
Pennsylvania
$11.8M -$70.8K -228 -0.6%
FBFS
1337
First Business Financial Services
Wisconsin
$11.8M +$243K +781 +2%
RA
1338
RFG Advisory
Alabama
$11.8M +$948K +3,054 +9%
SIA
1339
Soltis Investment Advisors
Utah
$11.8M +$1.07M +3,432 +11%
CL
1340
CVFG LLC
Indiana
$11.8M +$2.79K +9 +0%
HW
1341
HORAN Wealth
Ohio
$11.8M +$164K +529 +1%
EWA
1342
EverSource Wealth Advisors
Alabama
$11.8M -$4.49M -14,462 -29%
BPWM
1343
BCS Private Wealth Management
New Jersey
$11.8M -$960K -3,092 -8%
TNBTD
1344
Trustmark National Bank Trust Department
Mississippi
$11.8M +$2.17K +7 +0%
RCA
1345
Resonant Capital Advisors
Wisconsin
$11.7M -$23.3K -75 -0.2%
Tudor Investment Corp
1346
Tudor Investment Corp
Connecticut
$11.7M -$141M -452,449 -93%
AWA
1347
Aaron Wealth Advisors
Illinois
$11.7M +$260K +838 +2%
TL
1348
Tradewinds LLC
North Carolina
$11.7M -$14.3K -46 -0.1%
HH
1349
Hilltop Holdings
Texas
$11.7M -$65.5K -211 -0.6%
BFC
1350
Blue Fin Capital
Rhode Island
$11.6M +$37K +119 +0.3%

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.