JPMorgan Chase: which funds bought and sold

Institutions that bought and sold JPMorgan Chase shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 2,398 institutions that filed 13F reports for both quarters added to or opened positions in JPMorgan Chase, and 2,179 cut or closed them. Together they sold a net 15.3M shares, −0.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 8.3M shares (−3.0%); index fund managers were net sellers of 5.8M shares (−0.8%). 164 opened a new position and 115 sold out entirely.

Bought, Q2 2026 2,398 institutions, 164 of them new holders Sold, Q2 2026 2,179 institutions, 115 of them sold out

Net change, all compared −15.3M shares (−0.8%)

Net change, active managers −8.3M shares (−3.0%), 58 bought, 92 sold

Buyers versus sellers

institutions compared, 5,093

2,398 bought 516 2,179 sold

Active managers and hedge funds 58 bought · 92 sold · −8.3M

Index fund managers 6 bought · 6 sold · −5.8M

Other institutions 2,334 bought · 2,081 sold · −1.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Bank Of America Corp	+4.0M +6.1%	69.7M	$22.8B
Marshall Wace, LLP Hedge fund	+2.0M +11481.2%	2.0M	$647M
Goldman Sachs Group Inc	+1.9M +7.9%	25.3M	$8.3B
Canada Pension Plan Investment Board	+1.5M +22.9%	8.0M	$2.6B
Citigroup Inc	+1.3M +34.6%	5.1M	$1.7B
MKP Capital Management, L.L.C. Hedge fund	+1.3M +762.4%	1.4M	$466M
AQR Capital Management LLC Hedge fund	+1.2M +74.4%	2.8M	$930M
BNP Paribas Financial Markets	+1.0M +14.6%	8.1M	$2.6B
Amundi	+997K +14.3%	8.0M	$2.6B
Arrowstreet Capital, Limited Partnership Hedge fund	+979K +374.0%	1.2M	$406M
State Street Corp Index funds	+933K +0.8%	125.2M	$41B
Blue Sparrow, LLC	+781K +428.1%	963K	$315M
1832 Asset Management L.P.	+740K +36.9%	2.7M	$899M
Cambridge Investment Research Advisors, Inc.	+688K +100.4%	1.4M	$450M
Walleye Capital LLC Hedge fund	+657K +9258.8%	664K	$217M
HSBC Holdings PLC	+577K +8.7%	7.3M	$2.4B
Bank Of New York Mellon Corp	+540K +2.6%	21.6M	$7.1B
Balyasny Asset Management L.P. Hedge fund	+497K +611.7%	578K	$189M
Trexquant Investment LP Hedge fund	+493K +518.8%	588K	$193M
Omers Administration Corp	+468K +60.6%	1.2M	$406M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+2.0M +11481.2%	2.0M	$647M
MKP Capital Management, L.L.C. Hedge fund	+1.3M +762.4%	1.4M	$466M
AQR Capital Management LLC Hedge fund	+1.2M +74.4%	2.8M	$930M
Arrowstreet Capital, Limited Partnership Hedge fund	+979K +374.0%	1.2M	$406M
Walleye Capital LLC Hedge fund	+657K +9258.8%	664K	$217M
Balyasny Asset Management L.P. Hedge fund	+497K +611.7%	578K	$189M
Trexquant Investment LP Hedge fund	+493K +518.8%	588K	$193M
Fisher Asset Management, LLC Active manager	+407K +2.4%	17.4M	$5.7B
Capital Research Global Investors Active manager	+333K +1.2%	27.7M	$9.1B
Alliancebernstein L.P. Active manager	+330K +6.4%	5.5M	$1.6B

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−5.1M −16.3%	26.3M	$8.6B
Vanguard Capital Management LLC Index funds	−3.7M −2.2%	161.6M	$52.9B
Barclays PLC	−2.8M −22.6%	9.6M	$3.1B
Rathbones Group PLC	−2.7M −49.3%	2.8M	$901M
SG Americas Securities, LLC	−2.4M −15.7%	13.2M	$4.3B
Massachusetts Financial Services Co Active manager	−2.4M −16.3%	12.3M	$4B
D. E. Shaw & Co., Inc. Hedge fund	−2.0M −59.1%	1.4M	$463M
Blackrock, Inc. Index funds	−1.9M −0.9%	206.3M	$67.5B
Healthcare Of Ontario Pension Plan Trust Fund	−1.6M −23.3%	5.3M	$1.7B
Morgan Stanley	−1.5M −2.1%	67.1M	$22B
Axiom Investors LLC Active manager	−1.3M −45.0%	1.6M	$514M
Natixis	−1.3M −52.7%	1.1M	$372M
Royal Bank Of Canada	−1.1M −4.7%	22.8M	$7.5B
T. Rowe Price Investment Management, Inc. Active manager	−1.0M −38.7%	1.7M	$545M
Legal & General Group PLC	−952K −5.0%	17.9M	$5.9B
Capital World Investors Active manager	−948K −6.1%	14.5M	$4.7B
Acadian Asset Management LLC Active manager	−903K −28.9%	2.2M	$728M
TD Asset Management Inc	−856K −19.6%	3.5M	$1.2B
Geode Capital Management, LLC Index funds	−843K −1.3%	61.7M	$20.1B
Samlyn Capital, LLC Hedge fund	−832K −62.1%	508K	$166M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−5.1M −16.3%	26.3M	$8.6B
Massachusetts Financial Services Co Active manager	−2.4M −16.3%	12.3M	$4B
D. E. Shaw & Co., Inc. Hedge fund	−2.0M −59.1%	1.4M	$463M
Axiom Investors LLC Active manager	−1.3M −45.0%	1.6M	$514M
T. Rowe Price Investment Management, Inc. Active manager	−1.0M −38.7%	1.7M	$545M
Capital World Investors Active manager	−948K −6.1%	14.5M	$4.7B
Acadian Asset Management LLC Active manager	−903K −28.9%	2.2M	$728M
Samlyn Capital, LLC Hedge fund	−832K −62.1%	508K	$166M
Tudor Investment Corp Et Al Hedge fund	−452K −92.7%	36K	$11.7M
Two Sigma Investments, LP Hedge fund	−353K −10.7%	3.0M	$968M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Altshuler Shaham Ltd	360K	$118M
Mutual Of America Capital Management LLC	303K	$99.2M
Imc-Chicago, LLC	280K	$91.5M
Longaeva Partners L.P.	255K	$83.5M
Point72 Asset Management, L.P.Hedge fund	240K	$78.5M
Harding Loevner LPActive manager	181K	$59.4M
Bsn Capital Partners Ltd	100K	$33.3M
CTC LLC	81K	$26.7M
Logan Capital Management Inc	69K	$22.6M
Quantitative Investment Management, LLC	53K	$17.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Livforsakringsbolaget Skandia, Omsesidigt	201K	$59.1M
Sculptor Capital LPHedge fund	165K	$48.5M
Jain Global LLCHedge fund	154K	$45.2M
Crake Asset Management LLPHedge fund	129K	$38M
Susquehanna Portfolio Strategies, LLC	118K	$34.8M
Cmt Capital Markets Trading Gmbh	99K	$29M
Dupont Capital Management Corp	67K	$19.7M
Gemsstock Ltd.	63K	$18.6M
Cincinnati Casualty Co	47K	$13.7M
Cincinnati Specialty Underwriters Insurance Co	47K	$13.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 5,062
Ten largest holders: 43.4%
Index fund managers: 35.2%
Active managers and hedge funds: 13.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	58	92	10	5	−8.3M	−3.0%
Index fund managers	6	6	0	0	−5.8M	−0.8%
Other institutions	2,334	2,081	154	110	−1.1M	−0.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on JPMorgan Chase.

Only managers that filed a holdings report for both quarters are compared (5,093 here). 175 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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