Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jpmorgan Chase & Co (JPM)

5K + Investors. Track Smart Money conviction in JPM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — JPM

Based on 5055 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JPM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
5,055 hedge funds hold JPM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+501 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

2382 buying2548 selling
Last quarter: 2,548 funds reduced or exited vs 2,382 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-281 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 284 → 227 → 547 → 266. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 13% new
3,563 out of 5,055 hedge funds have held JPM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

255 → 284 → 227 → 547 → 266 new funds/Q
New funds entering each quarter: 284 → 227 → 547 → 266. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 70% veterans vs 16% newcomers

■ 70% veterans ■ 13% 1-2yr ■ 16% new
Entry-cohort mix of 5,186 holders: 3,647 (70%) are 2+ year veterans, 685 entered 1–2 years ago, and 854 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
70 of 5039 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in JPM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JPM

In 2026 Q1, 2382 hedge funds were net buyers of JPM (266 opened a new position, 2116 added to an existing one), while 2548 reduced or exited (2279 trimmed, 269 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in JPM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 5055.

Hedge Fund Ownership: JPM

How many hedge funds hold JPM — quarterly history vs. share price
Quarterly hedge fund ownership of JPM vs. share price

Market Analysis: JPM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Jpmorgan Chase & Co (JPM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JPM has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
JPM
+14.0%
XLF
+1220.3%

JPM outperformed XLF by -1206.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JPM
+12.6%
XLF
+4.8%

Since the filing became public, JPM outperformed XLF by +7.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

191 top-rated funds 427 high-conviction
Consensus
9.9
/ 10
breadth
×
Elite
9.0
/ 10
conviction
Hedge Fund Positioning: JPM
5K + Investors

Track Smart Money conviction in JPM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 4983 5057 -1.46%
13F Shares 1.98B 2.05B -3.05%
Total Value $556.96B $643.07B -13.39%
New Positions 243 547 -304
Increased Positions 2066 1920 +146
Closed Positions 317 180 +137
Reduced Positions 2211 2125 +86
Total Calls 62 68 -8.82%
Total Puts 77 71 8.45%
PUT/CALL Ratio 1.24 1.04 Bearish

Statistics: JPM

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Financial Highlights

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Institutional Holders (2026 Q1)

5K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JPM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JPM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 S&G Foundation 40.87% 2,617,548 $770.0M
2 Guidance Point Advisors, LLC 27.94% 401,007 $118.0M
3 Courant Investment Management LLC 20.31% 70,697 $20.8M
4 FreeGulliver LLC 19.81% 159,733 $47.0M
5 Paralel Advisors LLC 12.57% 1,028,000 $302.4M
6 Unisphere Establishment 11.88% 4,800,000 $1.41B
7 Community Bank of Raymore 10.75% 54,576 $16.1M
8 Baypointe Partners LLC 10.09% 25,000 $7.4M
9 Axiom Investors LLC /de 9.35% 2,856,017 $840.1M
10 DKRT Investments Corp. 9.32% 125,000 $36.8M
11 Delta Accumulation, LLC 8.73% 341,900 $100.6M
12 Hardy Reed LLC 8.59% 400,318 $117.8M
13 Davis-Rea LTD. 8.22% 107,234 $31.5M
14 Summerhill Capital Management lnc. 8.21% 31,974 $9.4M
15 Delta Accumulation, LLC 8.18% 320,500 $94.3M
16 Boyar Asset Management INC. 7.86% 46,944 $13.8M
17 James Hambro & Partners LLP 7.67% 664,869 $195.6M
18 Nexus Investment Management ULC 7.67% 186,379 $54.8M
19 Barbara Oil Co. 7.60% 67,000 $19.7M
20 Rothschild Capital Partners, LLC 7.44% 103,093 $30.3M
21 Wilkinson Global Asset Management LLC 7.42% 331,239 $97.4M
22 Berry Wealth Group, LP 7.42% 6,746 $2.0M
23 Pettee Investors, Inc. 7.28% 45,108 $14.1M
24 Cincinnati Casualty Co 7.14% 46,500 $13.7M
25 Triveni Capital Investments LP 7.10% 24,365 $7.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Jpmorgan Chase & Co (JPM)

What does the Smart Money Trend signal show for JPM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JPM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JPM?

More sellers than buyers — 48% buying: Last quarter: 2,548 funds reduced or exited vs 2,382 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JPM holders?

Elite ownership — 48% AUM from top-100 funds: 70 of 5039 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in JPM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JPM?

70% of holders stayed for 2+ years: 3,563 out of 5,055 hedge funds have held JPM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Jpmorgan Chase & Co (JPM) following the 2026 Q1 hedge fund 13F filings?

As of today, JPM has moved +12.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +7.8%. Since the quarter end (March 31, 2026), JPM has gained +14.0% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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