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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
PFGIA
1426
Patriot Financial Group Insurance Agency
Massachusetts
$10.4M -$10.6M -34,019 -52%
Jacobs Levy Equity Management
1427
Jacobs Levy Equity Management
New Jersey
$10.4M -$614K -1,978 -6%
MCM
1428
Mattern Capital Management
Colorado
$10.4M +$8.23M +26,516 +510%
AC
1429
Addison Capital
Pennsylvania
$10.4M +$240K +774 +3%
BFC
1430
Bedel Financial Consulting
Indiana
$10.4M +$55.9K +180 +0.6%
MU
1431
Mirova US
Massachusetts
$10.4M +$9.83M +31,658 New
BSC
1432
Brown Shipley & Co
United Kingdom
$10.3M +$163K +524 +2%
JSL
1433
JT Stratford LLC
Georgia
$10.3M +$313K +1,008 +3%
KIM
1434
Kestra Investment Management
Texas
$10.3M +$2.51M +8,072 +35%
LA
1435
LVW Advisors
New York
$10.3M -$4.81M -15,490 -33%
SCM
1436
Summerhill Capital Management
Ontario, Canada
$10.2M -$228K -735 -2%
EW
1437
Evexia Wealth
Wisconsin
$10.2M +$13K +42 +0.1%
PA
1438
PFG Advisors
Arizona
$10.2M -$1.74M -5,592 -15%
AG
1439
Advocate Group
Minnesota
$10.2M -$667K -2,149 -6%
FFA
1440
Founders Financial Alliance
North Carolina
$10.2M +$87.3K +281 +0.9%
HWA
1441
HCR Wealth Advisors
California
$10.2M +$41.3K +133 +0.4%
LG
1442
Leuthold Group
Minnesota
$10.2M -$505K -1,626 -5%
BB
1443
Berkshire Bank
Massachusetts
$10.2M -$346K -1,114 -3%
DA
1444
DCM Advisors
New York
$10.2M +$349K +1,125 +4%
NONA
1445
Ninety One North America
New York
$10.2M
CWP
1446
Concord Wealth Partners
Virginia
$10.1M +$69.6K +224 +0.7%
Kovitz Investment Group Partners
1447
Kovitz Investment Group Partners
Illinois
$10.1M -$17.1M -55,099 -64%
ICP
1448
Ironvine Capital Partners
Nebraska
$10.1M
MWAM
1449
Manhattan West Asset Management
California
$10.1M +$496K +1,596 +5%
AAMA
1450
Advanced Asset Management Advisors
Ohio
$10.1M -$20.2K -65 -0.2%

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.