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
NW
1351
Naviter Wealth
Arkansas
$11.6M +$2.72M +8,751 +33%
OSNBOA
1352
Old Second National Bank of Aurora
Illinois
$11.6M -$307K -990 -3%
FFG
1353
Frisch Financial Group
New York
$11.6M -$361K -1,162 -3%
CWP
1354
CFM Wealth Partners
Texas
$11.6M -$117K -377 -1%
GFP
1355
Gryphon Financial Partners
Ohio
$11.6M -$375K -1,207 -3%
WAM
1356
Werlinich Asset Management
Connecticut
$11.5M +$7.76K +25 +0.1%
AIM
1357
Access Investment Management
Georgia
$11.5M
ALC
1358
Alexander Labrunerie & Co
Missouri
$11.5M +$7.76K +25 +0.1%
FFM
1359
Forum Financial Management
Illinois
$11.5M -$1.86M -6,003 -15%
LFA
1360
Legacy Financial Advisors
Kentucky
$11.5M +$341K +1,098 +3%
EA
1361
Everpar Advisors
Oklahoma
$11.4M +$171K +551 +2%
MPIM
1362
McGinn Penninger Investment Management
Virginia
$11.4M -$177K -570 -2%
PC
1363
Permanens Capital
New York
$11.4M +$194K +625 +2%
SCP
1364
Stamos Capital Partners
California
$11.3M -$402K -1,293 -4%
AAM
1365
Augustine Asset Management
Florida
$11.3M -$74.5K -240 -0.7%
CT
1366
Clearstead Trust
Maine
$11.3M -$1.56M -5,032 -13%
OAM
1367
Occidental Asset Management
California
$11.3M +$372K +1,198 +4%
UF
1368
Univest Financial
Pennsylvania
$11.3M +$86K +277 +0.8%
EPW
1369
Evolve Private Wealth
California
$11.2M -$3.69M -11,892 -26%
Koshinski Asset Management
1370
Koshinski Asset Management
Illinois
$11.2M -$67.4K -217 -0.6%
CT
1371
Chicago Trust
Illinois
$11.2M +$106K +340 +1%
CICC
1372
Capital Investment Counsel (Colorado)
Colorado
$11.2M +$83.2K +268 +0.8%
IA
1373
Integrity Alliance
Iowa
$11.2M +$262K +844 +3%
AWM
1374
Avior Wealth Management
Nebraska
$11.2M -$104K -334 -1%
HCM
1375
Hodges Capital Management
Texas
$11.2M -$12.4K -40 -0.1%

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.