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Hedge Funds Similar to JPMORGAN CHASE

13F Portfolio OverlapQ2 2026JPMORGAN CHASE portfolio →
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Most similar hedge funds by 13F overlap

JPMORGAN CHASE & CO is an institutional investor managing $1.8T across 7,720 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to JPMORGAN CHASE are VOYA INVESTMENT, Evansbrook, LORD, ABBETT, with shared positions in $WDC, $NEE, $WFC, $MS, $GLW, $SNDK. The full ranking of 25 similar funds is below.

#1VOYA INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$WDC$NEE$WFC$MS$GLW$SNDK
$115.6B
2,484 positions
#2Evansbrook LLCActive
Some overlap · 6 shared positions
$NEE$WFC$MS$TXN$PM$MCD
$168M
127 positions
#3LORD, ABBETT & CO. LLCPassive
Some overlap · 6 shared positions
$NEE$WFC$MS$GLW$PM$LOW
$34.9B
558 positions
#4Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 6 shared positions
$NEE$MS$TXN$GLW$LOW$AXP
$676M
148 positions
#5First Citizens Financial CorpPassive
Some overlap · 6 shared positions
$MS$WFC$GLW$MCD$PM$LOW
$239M
139 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$NEE$TXN$PM$MCD$LOW$DIS
$529M
75 positions
#7DCM Advisors, LLCActive
Some overlap · 6 shared positions
$WFC$MS$PM$MCD$DIS$AXP
$253M
38 positions
#8STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 5 shared positions
$WDC$NEE$WFC$MS$SNDK
$417M
213 positions
#9Citadel Investment Advisory, Inc.Active
Some overlap · 6 shared positions
$WFC$PM$MCD$DIS$AXP$LOW
$220M
76 positions
#10MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$NEE$WFC$MS$TXN$LOW
$1.2B
106 positions
#11Tyche Wealth Partners LLCPassive
Some overlap · 5 shared positions
$NEE$WFC$TXN$PM$MCD
$712M
339 positions
#12GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$WFC$MS$TXN$GLW$PM
$3.0B
213 positions
#13SUMMITRY LLCPassive
Some overlap · 5 shared positions
$NEE$WFC$TXN$GLW$LOW
$3.0B
340 positions
#14CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$WFC$MS$TXN$GLW$MCD
$859M
140 positions
#15Royal Capital Wealth Management, LLCActive
Some overlap · 6 shared positions
$WFC$NEE$MCD$LOW$PM$TXN
$178M
101 positions
#16Clarendon Private LLCPassive
Some overlap · 5 shared positions
$NEE$WFC$MS$TXN$AXP
$156M
124 positions
#17CITY HOLDING COPassive
Some overlap · 5 shared positions
$NEE$MS$TXN$MCD$LOW
$884M
587 positions
#18Campbell Deegan Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$WDC$NEE$PM$SNDK$LOW
$141M
56 positions
#19Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$NEE$WFC$PM$MCD$LOW
$334M
127 positions
#20Hartford Funds Management Co LLCSmart money
Some overlap · 5 shared positions
$WFC$MS$GLW$PM$LOW
$1.3B
98 positions
#21PARTNERS WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WFC$MS$GLW$PM$LOW
$102M
108 positions
#22Haverford Trust CoActive
Some overlap · 5 shared positions
$NEE$TXN$PM$MCD$LOW
$11.6B
424 positions
#23REXFORD CAPITAL INCPassive
Some overlap · 5 shared positions
$WDC$GLW$PM$MCD$AXP
$163M
301 positions
#24GATEWAY INVESTMENT ADVISERS LLCActive
Some overlap · 5 shared positions
$WDC$MS$TXN$WFC$SNDK
$10.1B
779 positions
#25Range Financial Group LLCPassive
Some overlap · 5 shared positions
$WDC$PM$MCD$SNDK$LOW
$366M
206 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.