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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
PAM
1376
Pegasus Asset Management
New York
$11.2M +$44.7K +144 +0.4%
GBWM
1377
Granite Bay Wealth Management
New Hampshire
$11.2M +$1.67M +5,365 +19%
JFGIW
1378
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.2M -$449K -1,447 -4%
UOTTAIMCU
1379
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$11.1M +$1.46M +4,694 +16%
WAS
1380
Wealth Advisory Solutions
Indiana
$11.1M -$102K -330 -1%
A
1381
Argentarii
Ohio
$11.1M -$126K -406 -1%
AWA
1382
Arete Wealth Advisors
Illinois
$11.1M +$972K +3,129 +10%
WBC
1383
West Branch Capital
Massachusetts
$11.1M -$27.3K -88 -0.3%
DLCIG
1384
D.L. Carlson Investment Group
New Hampshire
$11.1M -$590K -1,901 -5%
ACG
1385
Allen Capital Group
Nebraska
$11.1M -$4.35M -14,008 -29%
ITIM
1386
Indiana Trust & Investment Management
Indiana
$11.1M +$211K +681 +2%
OWP
1387
Obermeyer Wealth Partners
Colorado
$11.1M +$56.8K +183 +0.5%
EM
1388
Excalibur Management
Massachusetts
$11M -$78.9K -254 -0.7%
IIM
1389
Intact Investment Management
Quebec, Canada
$11M -$3.42M -11,000 -25%
BAM
1390
BOCHK Asset Management
Hong Kong
$11M +$5.16M +16,600 +97%
BFA
1391
Bill Few Associates
Pennsylvania
$11M -$191K -615 -2%
NF
1392
Nikulski Financial
Iowa
$11M +$41.9K +135 +0.4%
FFN
1393
Focus Financial Network
Minnesota
$11M +$572K +1,841 +6%
CWA
1394
Clarity Wealth Advisors
California
$11M -$47.5K -153 -0.5%
PIWA
1395
Prevail Innovative Wealth Advisors
Kansas
$10.9M +$2.6M +8,387 +34%
MCA
1396
MSH Capital Advisors
Arizona
$10.9M +$1.52M +4,893 +17%
UWM
1397
Udine Wealth Management
Florida
$10.9M +$150K +484 +1%
VCM
1398
Violich Capital Management
California
$10.9M +$1.59M +5,120 +18%
RWM
1399
Rockline Wealth Management
New York
$10.9M -$355K -1,143 -3%
AC
1400
Avestar Capital
New York
$10.8M -$62.4K -201 -0.6%

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.