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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
CWAG
1551
Compton Wealth Advisory Group
Virginia
$9.3M -$15.2K -49 -0.2%
MSA
1552
Marino Stram & Associates
Massachusetts
$9.3M -$46K -148 -0.5%
AIM
1553
AMI Investment Management
Indiana
$9.29M -$341K -1,098 -4%
CW
1554
CreativeOne Wealth
Kansas
$9.29M -$875K -2,817 -9%
NG
1555
Norden Group
Utah
$9.29M +$1.49M +4,803 +20%
UBG
1556
United Bank (Georgia)
Georgia
$9.28M -$70.2K -226 -0.8%
BMA
1557
Brooks Moore & Associates
Tennessee
$9.25M +$435K +1,400 +5%
BIM
1558
Brentview Investment Management
Illinois
$9.23M +$266K +857 +3%
KJHP
1559
K.J. Harrison & Partners
Ontario, Canada
$9.22M -$215K -691 -2%
LFA
1560
Lauterbach Financial Advisors
Texas
$9.21M +$4.04K +13 +0%
TBT
1561
Texas Bank & Trust
Texas
$9.21M +$1.55K +5 +0%
LDB
1562
Lee, Danner & Bass
Tennessee
$9.2M -$3.42K -11 -0%
MA
1563
MCF Advisors
Kentucky
$9.17M +$381K +1,226 +5%
HIC
1564
Holderness Investments Company
North Carolina
$9.17M +$204K +657 +2%
PFA
1565
Pathway Financial Advisers
Indiana
$9.14M -$2.17K -7 -0%
CCAM
1566
Codex Capital Asset Management
Texas
$9.14M -$3.01M -9,700 -26%
DW30
1567
Drucker Wealth 3.0
New Jersey
$9.13M +$6.83K +22 +0.1%
EFG
1568
Everhart Financial Group
Ohio
$9.13M +$282K +909 +3%
NL
1569
NWAM LLC
Washington
$9.13M +$2.07M +6,657 +31%
PA
1570
Profund Advisors
Maryland
$9.12M -$283K -912 -3%
QI
1571
Qtron Investments
Massachusetts
$9.11M -$1.22M -3,934 -12%
ZF
1572
Zhang Financial
Michigan
$9.09M +$185K +597 +2%
RCIM
1573
Red Cedar Investment Management
Michigan
$9.07M
BP
1574
BBR Partners
New York
$9.04M -$220K -707 -2%
BOPW
1575
Brandywine Oak Private Wealth
Pennsylvania
$9.04M +$755K +2,430 +10%

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.