At Holdings Channel, we have reviewed the latest batch of the 52 most recent 13F filings for the 06/30/2026 reporting period, and noticed that JPMorgan Chase & Co (Symbol: JPM) was held by 40 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in JPM positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s)
Sax Wealth Advisors LLC
Existing
+2,979+$1,088Oliver Luxxe Assets LLC
Existing
–2+$175Cardano Risk Management B.V.
Existing
–5,284+$27,727Everpar Advisors LLC
Existing
+551+$1,319Ehrlich Financial Group
Existing
–56+$83Chemistry Wealth Management LLC
Existing
–320+$1,130Avity Investment Management Inc.
Existing
–1,045+$2,879Adamsbrown Wealth Consultants LLC
Existing
+472+$211Sage Investment Advisers LLC
Existing
+43+$401Banque de Luxembourg S.A.
Existing
+6+$88Independence Financial Advisors LLC
Existing
+5+$133MKT Advisors LLC
Existing
+31+$115Mayflower Financial Advisors LLC
Existing
+915+$908Henrickson Nauta Wealth Advisors Inc.
Existing
+29+$126Hall Laurie J Trustee
Existing
–153+$118C2C Wealth Management LLC
NEW
+622+$204Edge Wealth Management LLC
Existing
–2,085+$2,213Town & Country Bank & Trust CO dba First Bankers Trust CO
Existing
–1,234+$389Procyon Advisors LLC
Existing
–1,443+$1,487New England Research & Management Inc.
Existing
–725–$6Cypress Financial Planning LLC
Existing
+237+$156Gilman Hill Asset Management LLC
Existing
+458+$407Lineweaver Wealth Advisors LLC
Existing
+1,625+$1,461Hutchens & Kramer Investment Management Group LLC
Existing
+21+$59Vilga Financial Planning LLC
Existing
+48+$88Towerpoint Wealth LLC
Existing
UNCH+$54Bath Savings Trust Co
Existing
+555+$453Wincap Financial LLC
Existing
–57+$225Werlinich Asset Management LLC
Existing
+25+$1,177SeaCrest Wealth Management LLC
Existing
–6,117–$1,316American State Bank Iowa
Existing
+173+$315Sapient Capital LLC
Existing
–14,756+$7,353Winter & Associates Inc.
Existing
UNCH+$40Eagle Rock Investment Company LLC
Existing
+3,488+$3,259Fragasso Financial Advisors Inc
Existing
+287+$804Freestate Advisors LLC
Existing
–33+$38Marotta Asset Management
Existing
+16+$59Northbridge Financial Group LLC
Existing
+181+$108Parisi Gray Wealth Management
Existing
–321+$849Cullen Investment Group LTD.
Existing
–1,279+$2,585Aggregate Change:
–22,143+$58,962
In terms of shares owned, we count 21 of the above funds having increased existing JPM positions from 03/31/2026 to 06/30/2026, with 16 having decreased their positions and 1 new position.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the JPM share count in the aggregate among all of the funds which held JPM at the 06/30/2026 reporting period (out of the 303 we looked at in total). We then compared that number to the sum total of JPM shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for JPM. We found that between these two periods, funds reduced their holdings by 234,213 shares in the aggregate, from 6,863,283 down to 6,629,070 for a share count decline of approximately -3.41%. The overall top three funds holding JPM on 06/30/2026 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like JPMorgan Chase & Co (Symbol: JPM).
