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
↑ +303
Streak
11Q ▲
Buyers last Q
51%

Smart Money Signals — JPM

Based on 4663 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added JPM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
4,663 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 — +10% more funds vs a year ago

fund count last 6Q
+418 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

2302 buying2184 selling
Last quarter: 2,302 funds bought or added vs 2,184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+275 vs last Q)

new funds entering per quarter
Funds opening a new JPM position: 228 → 250 → 198 → 473. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 15% medium ■ 12% new
3,380 out of 4,663 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.
📈

Growing discovery — still being found

405 → 228 → 250 → 198 → 473 new funds/Q
New funds entering each quarter: 228 → 250 → 198 → 473. A growing number of institutions are discovering JPM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 18% new
Of 4,788 current holders: 3,366 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
50 of 4663 holders are among the 100 largest funds by AUM, controlling 57% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

308 top-rated funds 538 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
9.1
/ 10
conviction
Hedge Fund Positioning: JPM
2026 Q1 Stats Unlock in 22 days 5K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 4788 4485 6.76%
13F Shares 2.00B 1.96B 2.14%
Total Value $630.60B $610.82B 3.24%
New Positions 476 207 +269
Increased Positions 1960 1963 -3
Closed Positions 182 192 -10
Reduced Positions 2191 2124 +67
Total Calls 67 71 -5.63%
Total Puts 70 75 -6.67%
PUT/CALL Ratio 1.04 1.06 Neutral

Statistics: JPM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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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.

Top 25 institutional holders of JPM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Courant Investment Management LLC 20.31% 70,697 $20.8M
2 Community Bank of Raymore 10.75% 54,576 $16.1M
3 Summerhill Capital Management lnc. 8.21% 31,974 $9.4M
4 James Hambro & Partners LLP 7.67% 664,869 $195.6M
5 Nexus Investment Management ULC 7.67% 186,379 $54.8M
6 Berry Wealth Group, LP 7.42% 6,746 $2.0M
7 KG Capital Management 6.19% 29,952 $8.6M
8 Constitution Capital LLC 5.94% 40,406 $11.9M
9 JCIC Asset Management Inc. 5.78% 64,099 $18.9M
10 Chronos Wealth Management, LLC 5.72% 40,210 $11.8M
11 Rempart Asset Management Inc. 5.37% 86,860 $25.6M
12 Quintet Private Bank (Europe) S.A. 5.33% 270,572 $79.6M
13 Morangie Management LLC 5.26% 19,435 $5.7M
14 Sara-Bay Financial 5.25% 59,392 $17.5M
15 Carmel Capital Management L.L.C. 5.23% 62,099 $18.3M
16 WealthBridge Investment Counsel Inc. 5.23% 58,216 $17K
17 McBroom & Associates, LLC 5.20% 31,718 $9.3M
18 WHITENER CAPITAL MANAGEMENT, INC. 5.16% 76,870 $22.6M
19 ASSET PLANNING SERVICES INC /LA/ /ADV 5.14% 39,832 $12K
20 Werlinich Asset Management, LLC 5.03% 35,235 $10.4M
21 Family Capital Trust Co 5.02% 47,728 $15.4M
22 SG Americas Securities, LLC 4.94% 15,599,956 $4.6M
23 BOURGEON CAPITAL MANAGEMENT LLC 4.83% 94,837 $27.9M
24 S Harris Financial Group, LLC 4.82% 17,958 $5.3M
25 Randolph Co Inc 4.81% 171,173 $50.4M
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?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added JPM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JPM?

Slight buying edge — 51% buying: Last quarter: 2,302 funds bought or added vs 2,184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JPM holders?

Elite ownership — 57% AUM from top-100 funds: 50 of 4663 holders are among the 100 largest funds by AUM, controlling 57% 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?

72% of holders stayed for 2+ years: 3,380 out of 4,663 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.

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.