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JPMorgan Chase

5,111 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: 5,0785,111 (+33)

11% less funds holding in top 10

Funds holding in top 10: 797712 (-85)

Holders
5,111
Holders Change
+33
Holders Change %
+0.65%
% 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
BHCM
1576
Brevan Howard Capital Management
Jersey
$9.03M -$3.64M -11,717 -30%
IP
1577
Indivisible Partners
Florida
$9.01M +$1.94M +6,233 +29%
CWM
1578
CMH Wealth Management
New Hampshire
$9.01M +$180K +580 +2%
ATI
1579
Act Two Investors
California
$9M
CIG
1580
Consolidated Investment Group
Colorado
$8.99M
MA
1581
Modus Advisors
Minnesota
$8.98M +$57.5K +185 +0.7%
LC
1582
Lincoln Capital
Nebraska
$8.96M -$224K -722 -3%
ESB
1583
Essex Savings Bank
Connecticut
$8.95M -$42.9K -138 -0.5%
SAM
1584
Sycomore Asset Management
France
$8.95M
UHC
1585
Union Heritage Capital
Michigan
$8.94M
CWM
1586
Connecticut Wealth Management
Connecticut
$8.92M -$11.8K -38 -0.1%
MAMA
1587
Myriad Asset Management Advisors
Florida
$8.91M +$2.51M +8,089 +42%
SQA
1588
Simon Quick Advisors
New Jersey
$8.9M -$173K -556 -2%
SSW
1589
Stone Summit Wealth
Florida
$8.89M -$332K -1,068 -4%
AIP
1590
Ameritas Investment Partners
Nebraska
$8.89M -$393K -1,265 -4%
CAMV
1591
Concord Asset Management (Virginia)
Virginia
$8.89M -$148K -478 -2%
RBC
1592
Romano Brothers & Co
Illinois
$8.89M +$8.38K +27 +0.1%
LCM
1593
Liberty Capital Management
Michigan
$8.85M +$8.4M +27,048 New
AC
1594
Arjuna Capital
North Carolina
$8.85M -$1.76M -5,664 -17%
AL
1595
Aspiriant LLC
California
$8.84M +$490K +1,579 +6%
SW
1596
SkyOak Wealth
Michigan
$8.83M +$82.9K +267 +1%
IAMOG
1597
Investors Asset Management of Georgia
Georgia
$8.83M +$38.5K +124 +0.5%
HIIFS
1598
Harel Insurance Investments & Financial Services
Israel
$8.83M +$755K +2,430 +10%
DE
1599
Diversified Enterprises
Delaware
$8.8M -$74.8K -241 -0.9%
HCM
1600
Hengehold Capital Management
Ohio
$8.79M -$39.8K -128 -0.5%

JPM Hedge Fund Activity: Q2 2026 in Review

5,111 of the 8,277 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.

  • 5,111 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.