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
↑ +103
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — JPM

Based on 5168 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
5,168 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
+506 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.
🟡

Slight buying edge — 52% buying

2575 buying2338 selling
Last quarter: 2,575 funds bought or added vs 2,338 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 (+26 vs last Q)

new funds entering per quarter
Funds opening a new JPM position: 229 → 548 → 272 → 298. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 16% medium ■ 13% new
3,655 out of 5,168 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.
💎

Buying through price weakness — shares +66%, value +12%

Value
+12%
Shares
+65%
Last quarter: funds added +66% more shares while total portfolio value only changed +12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

287 → 229 → 548 → 272 → 298 new funds/Q
New funds entering each quarter: 229 → 548 → 272 → 298. JPM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 71% veterans vs 16% newcomers

■ 71% veterans ■ 13% 1-2yr ■ 16% new
Entry-cohort mix of 5,305 holders: 3,765 (71%) are 2+ year veterans, 672 entered 1–2 years ago, and 868 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
74 of 5150 holders are among the 100 largest funds by AUM, controlling 61% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 2575 hedge funds were net buyers of JPM (298 opened a new position, 2277 added to an existing one), while 2338 reduced or exited (2143 trimmed, 195 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 61% of total institutional value in JPM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +103 funds (more new holders than closures). Total institutional holders: 5168.

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.

Loading signal freshness…
Smart Money Signal ?
Strong Institutional Conviction

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

133 top-rated funds 359 high-conviction
Consensus
9.2
/ 10
breadth
×
Elite
7.9
/ 10
conviction
Hedge Fund Positioning: JPM
2026 Q3 Stats Unlock in 25 days 5K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 5098 5065 0.65%
13F Shares 2.02B 2.02B -0.31%
Total Value $631.86B $566.60B 11.52%
New Positions 275 272 +3
Increased Positions 2234 2082 +152
Closed Positions 224 271 -47
Reduced Positions 2074 2243 -169
Total Calls 67 63 6.35%
Total Puts 83 79 5.06%
PUT/CALL Ratio 1.24 1.25 Bearish

Statistics: JPM

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Financial Highlights

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 S&G Foundation 39.94% 2,617,548 $856.8M
2 Guidance Point Advisors, LLC 27.72% 401,007 $131.3M
3 Courant Investment Management LLC 22.46% 70,697 $23.1M
4 FreeGulliver LLC 18.36% 159,102 $52.1M
5 Baypointe Partners LLC 15.69% 20,000 $6.5M
6 Unisphere Establishment 13.38% 4,800,000 $1.57B
7 Paralel Advisors LLC 13.00% 1,028,000 $336.5M
8 MKP Capital Management, L.L.C. 12.60% 1,423,000 $465.8M
9 LDIC Inc. 10.60% 51,698 $16.9M
10 Community Bank of Raymore 10.47% 54,276 $17.8M
11 DKRT Investments Corp. 10.00% 125,000 $40.9M
12 Boyar Asset Management INC. 8.95% 47,685 $15.6M
13 Hardy Reed LLC 8.43% 401,332 $131.4M
14 Davis-Rea LTD. 8.35% 89,501 $29.3M
15 Summerhill Capital Management lnc. 8.16% 31,239 $10.2M
16 Delaney Capital Management Ltd. 7.91% 152,800 $50.0M
17 James Hambro & Partners LLP 7.76% 655,842 $214.6M
18 Concorde Financial Corp 7.74% 29,367 $9.6M
19 Nexus Investment Management ULC 7.70% 180,374 $59.0M
20 Drexel Morgan & Co. 7.45% 163,589 $53.5M
21 Barbara Oil Co. 7.38% 67,000 $21.9M
22 Wilsey Asset Management Inc 7.30% 151,901 $49.7M
23 Rothschild Capital Partners, LLC 7.29% 103,901 $34.0M
24 Pettee Investors, Inc. 7.28% 45,187 $14.8M
25 Alphinity Investment Management Pty Ltd 7.15% 1,312,865 $429.7M
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

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Frequently Asked Questions — Jpmorgan Chase & Co (JPM)

What does the Smart Money Trend signal show for JPM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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 — 52% buying: Last quarter: 2,575 funds bought or added vs 2,338 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 — 61% AUM from top-100 funds: 74 of 5150 holders are among the 100 largest funds by AUM, controlling 61% 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?

71% of holders stayed for 2+ years: 3,655 out of 5,168 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.

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