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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
AFP
1501
Ausdal Financial Partners
Iowa
$9.66M +$123K +396 +1%
MYLI
1502
Meiji Yasuda Life Insurance
Japan
$9.66M -$274K -881 -3%
GFG
1503
Greystone Financial Group
Michigan
$9.66M -$340K -1,094 -4%
BOH
1504
Bank of Hawaii
Hawaii
$9.65M -$9.63K -31 -0.1%
ACM
1505
Argyle Capital Management
Pennsylvania
$9.65M +$14.9K +48 +0.2%
AP
1506
Advisortrust Partners
North Carolina
$9.64M +$423K +1,361 +5%
CI
1507
CX Institutional
Indiana
$9.64M -$2.87M -9,255 -24%
HI
1508
Hoey Investments
Pennsylvania
$9.63M -$85.7K -276 -0.9%
HWMO
1509
Heritage Wealth Management (Ohio)
Ohio
$9.62M -$93.8K -302 -1%
CF
1510
Concorde Financial
Texas
$9.61M -$24.5K -79 -0.3%
PCM
1511
Patient Capital Management
Maryland
$9.61M -$621 -2 -0%
BA
1512
Baugh & Associates
Georgia
$9.6M -$624K -2,010 -6%
WIM
1513
WealthPlan Investment Management
Nebraska
$9.58M -$275K -885 -3%
EGA
1514
E&G Advisors
Texas
$9.58M -$17.7K -57 -0.2%
LSPW
1515
Lake Street Private Wealth
Illinois
$9.58M -$369K -1,189 -4%
MCM
1516
MV Capital Management
Maryland
$9.58M +$112K +360 +1%
AF
1517
Advisornet Financial
Minnesota
$9.58M -$1.69M -5,438 -16%
PPWP
1518
Premier Path Wealth Partners
New Jersey
$9.57M +$424K +1,365 +5%
WTA
1519
Washington Trust Advisors
Massachusetts
$9.56M -$245K -788 -3%
HA
1520
Herold Advisors
New York
$9.56M +$96K +309 +1%
RCM
1521
RB Capital Management
Nevada
$9.55M -$26.7K -86 -0.3%
WAS
1522
Westco Advisory Services
New York
$9.55M -$376K -1,212 -4%
HNW
1523
High Note Wealth
Minnesota
$9.54M +$91.9K +296 +1%
SIM
1524
Seaview Investment Managers
Florida
$9.52M +$151K +486 +2%
IIC
1525
Ironwood Investment Counsel
Arizona
$9.52M +$118K +381 +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.