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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
TPA
1401
Trivium Point Advisory
Connecticut
$10.8M +$1.56M +5,021 +18%
KFBMI
1402
Kentucky Farm Bureau Mutual Insurance
Kentucky
$10.8M
FCMT
1403
Founders Capital Management (Texas)
Texas
$10.8M +$37.3K +120 +0.4%
ST
1404
Somerset Trust
Pennsylvania
$10.8M +$13.4K +43 +0.1%
CST
1405
Charles Schwab Trust
Nevada
$10.8M +$835K +2,689 +9%
ACM
1406
Aquatic Capital Management
Illinois
$10.7M +$705K +2,269 +7%
1M
1407
1248 Management
Missouri
$10.7M
CAC
1408
Core Alternative Capital
Georgia
$10.7M -$932K -3,001 -8%
CCA
1409
Cooper Capital Advisors
California
$10.7M +$496K +1,596 +5%
GIA
1410
Guyasuta Investment Advisors
Pennsylvania
$10.7M +$18.3K +59 +0.2%
SL
1411
Sentinus LLC
Illinois
$10.6M +$542K +1,744 +6%
CA
1412
CoreCap Advisors
Michigan
$10.6M +$431K +1,389 +4%
GLR
1413
Great Lakes Retirement
Ohio
$10.5M +$408K +1,313 +4%
BRM
1414
Boston Research & Management
Massachusetts
$10.5M -$52.2K -168 -0.5%
SIA
1415
SeaBridge Investment Advisors
New Jersey
$10.5M +$28.6K +92 +0.3%
CPW
1416
Cove Private Wealth
New York
$10.5M +$270K +868 +3%
BBWA
1417
Bell & Brown Wealth Advisors
California
$10.5M -$70.8K -228 -0.7%
PTC
1418
Philadelphia Trust Company
Pennsylvania
$10.5M -$352K -1,135 -3%
CD
1419
Chapin Davis
Maryland
$10.5M +$159K +512 +2%
LHC
1420
Little House Capital
Massachusetts
$10.4M +$143K +462 +1%
MA
1421
McBroom & Associates
Nevada
$10.4M +$41.3K +133 +0.4%
GCA
1422
Greenwood Capital Associates
South Carolina
$10.4M -$433K -1,394 -4%
CAM
1423
Columbia Asset Management
Michigan
$10.4M -$399K -1,286 -4%
OFG
1424
Oxford Financial Group
Indiana
$10.4M -$4.05M -13,037 -29%
CAAS
1425
Capital Asset Advisory Services
Michigan
$10.4M +$442K +1,424 +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.