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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
61.74%
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
HPIA
1526
Hamilton Point Investment Advisors
North Carolina
$9.51M +$22K +71 +0.2%
KI
1527
KTF Investments
California
$9.51M +$741K +2,385 +9%
DWM
1528
Dynasty Wealth Management
Florida
$9.51M -$200K -644 -2%
EWS
1529
Evergreen Wealth Solutions
Pennsylvania
$9.49M +$2.11M +6,805 +35%
HCM
1530
Hall Capital Management
Rhode Island
$9.49M -$124K -398 -1%
SMI
1531
Shelter Mutual Insurance
Missouri
$9.49M
PJSIMP
1532
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.48M -$9.01K -29 -0.1%
IA
1533
IFC Advisors
California
$9.48M -$932 -3 -0%
CT
1534
Coastline Trust
Rhode Island
$9.48M +$14.6K +47 +0.2%
SPC
1535
Spirepoint Private Client
Florida
$9.47M -$84.8K -273 -0.9%
KLCM
1536
KG&L Capital Management
Louisiana
$9.46M -$331K -1,067 -4%
CSA
1537
Cottage Street Advisors
Massachusetts
$9.43M -$398K -1,282 -4%
MIM
1538
MTM Investment Management
South Carolina
$9.42M +$26.7K +86 +0.3%
DS
1539
DRW Securities
Illinois
$9.41M +$204K +657 +2%
HRC
1540
Hoertkorn Richard Charles
$9.4M -$34.2K -110 -0.4%
PCP
1541
Proficio Capital Partners
Massachusetts
$9.4M +$7.57M +24,373 +562%
WPIC
1542
White Pine Investment Company
Michigan
$9.38M -$79.8K -257 -0.9%
HFM
1543
Hartford Financial Management
Connecticut
$9.38M -$158K -509 -2%
ZCI
1544
Zevenbergen Capital Investments
Washington
$9.37M -$115K -370 -1%
MP
1545
McDonald Partners
Ohio
$9.36M -$4.04M -13,009 -31%
GWANC
1546
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.35M -$7.14K -23 -0.1%
ST
1547
Smithfield Trust
Pennsylvania
$9.32M -$23K -74 -0.3%
PGWM
1548
Parisi Gray Wealth Management
New Jersey
$9.32M -$99.7K -321 -1%
MIP
1549
Marietta Investment Partners
Wisconsin
$9.31M +$26.4K +85 +0.3%
TCA
1550
Trifecta Capital Advisors
Illinois
$9.31M +$34.2K +110 +0.4%

JPM Hedge Fund Activity: Q2 2026 in Review

5,110 of the 8,276 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.