Successful Investing takes time, discipline and patience.
– Warren Buffett
JPM
JPMORGAN CHASE & CO
$150.21
$0.22 (0.15%)
Last Close: 2021-06-22
Add to My Stocks
JPMstill within Q1 price range
Q1 Low
Q1 High
$143.87 
Q1 Avg
$150.21 
last close
JPM
$125.65
$166.44
01-01
03-31
06-22
$125.65 Q1 Low
$157.65 Q1 High
$150.21 last close
HedgeMind 
Core Managers
391
HedgeMind 
Hedge Funds
Institutional
 Investors
JPM – Stock Holders
All
39
19,049,386 SH
New Buy
5
999,651 SH
Increased
8
1,210,479 SH
Unchanged
9
230,054 SH
Decreased
17
16,609,202 SH
Sold Out
6
10,273,471 SH
High Conviction
8
2,016,769 SH
Sort by
Fund Manager
Company Name
Portfolio Weight
# of Shares
Shares Change
Change Rate
Lewis Sanders
SANDERS CAPITAL LLC
10,805,279 SH
-1,386,210 SH
3.97% P.W.
11.37% sold
Phill Gross
ADAGE CAPITAL PARTNERS GP LLC
2,838,866 SH
-172,741 SH
0.88% P.W.
5.74% sold
Andreas Halvorsen
VIKING GLOBAL INVESTORS LP
874,417 SH
-7,584,658 SH
0.4% P.W.
89.66% sold
Alex Klabin
SENATOR INVESTMENT GROUP LP
650,000 SH
+650,000 SH
2.03% P.W.
100% new
David Fear
THUNDERBIRD PARTNERS LLP
545,921 SH
-146,397 SH
7.01% P.W.
21.15% sold
Bill Miller
LMM LLC
448,126 SH
-384 SH
1.77% P.W.
0.09% sold
Keith Meister
CORVEX MANAGEMENT LP
421,600 SH
+55,000 SH
3.16% P.W.
13.05% new
Stephen Errico
LOCUST WOOD CAPITAL ADVISERS LLC
331,264 SH
-140,933 SH
2.97% P.W.
29.85% sold
Stanley Druckenmiller
DUQUESNE FAMILY OFFICE LLC
258,420 SH
+258,420 SH
1.01% P.W.
100% new
Ken Heebner
CAPITAL GROWTH MANAGEMENT LP
238,000 SH
+118,000 SH
3.31% P.W.
49.58% new
Benjamin Gambill
TIGER EYE CAPITAL LLC
202,701 SH
+73,242 SH
6.31% P.W.
36.13% new
Charles Clough
CLOUGH CAPITAL PARTNERS LP
176,450 SH
+26,997 SH
1.2% P.W.
15.30% new
Jonathan Soros
JS CAPITAL MANAGEMENT LLC
170,000 SH
-60,000 SH
1.34% P.W.
26.09% sold
Robert Gillam
MCKINLEY CAPITAL MANAGEMENT LLC DELAWARE
133,730 SH
-9,590 SH
1.53% P.W.
6.69% sold
Brad Dunkley
WARATAH CAPITAL ADVISORS LTD
123,377 SH
+48,054 SH
0.42% P.W.
38.95% new
Geoffrey Gerber
TWIN CAPITAL MANAGEMENT INC
113,855 SH
-19,430 SH
1.73% P.W.
14.58% sold
David Rothschild
ROTHSCHILD CAPITAL PARTNERS LLC
108,603 SH
-269 SH
5.56% P.W.
0.25% sold
Tim Davis
GUARDIAN POINT CAPITAL LP
100,000 SH
0 SH
3.82% P.W.
(unchanged)
John Brennan
SIRIOS CAPITAL MANAGEMENT LP
87,875 SH
-239,246 SH
1.13% P.W.
73.14% sold
Emanuel Friedman
EJF CAPITAL
75,000 SH
+75,000 SH
0.82% P.W.
100% new
Charles Paquelet
SKYLANDS CAPITAL LLC
64,375 SH
-2,800 SH
1.25% P.W.
4.17% sold
Hari Hariharan
NWI MANAGEMENT LP
60,000 SH
0 SH
0.76% P.W.
(unchanged)
Crispin Odey
ODEY ASSET MANAGEMENT GROUP LTD
54,825 SH
-10,000 SH
2.34% P.W.
15.43% sold
Nehal Chopra
RATAN CAPITAL MANAGEMENT LP
42,848 SH
0 SH
0.88% P.W.
(unchanged)
Karen Firestone
AUREUS ASSET MANAGEMENT LLC
28,655 SH
+1,128 SH
0.34% P.W.
3.94% new
Richard Chilton
CHILTON INVESTMENT CO LLC
16,447 SH
-1,287 SH
0.07% P.W.
7.26% sold
Jay Freedman
CRYSTAL ROCK CAPITAL MANAGEMENT
15,243 SH
+2,875 SH
1.26% P.W.
18.86% new
Terry Maltese
MALTESE CAPITAL MANAGEMENT LLC
14,906 SH
+14,906 SH
0.3% P.W.
100% new
Boykin Curry
EAGLE CAPITAL MANAGEMENT LLC
10,677 SH
0 SH
0.01% P.W.
(unchanged)
Joshua Nash
ULYSSES MANAGEMENT LLC
6,000 SH
-14,000 SH
0.1% P.W.
70.00% sold
Hideji Horiko
HORIKO CAPITAL MANAGEMENT LLC
5,700 SH
0 SH
0.39% P.W.
(unchanged)
Peter Wright
P A W CAPITAL CORP
5,500 SH
-500 SH
0.74% P.W.
8.33% sold
Edgar Wachenheim
GREENHAVEN ASSOCIATES INC
5,000 SH
0 SH
0.02% P.W.
(unchanged)
Lee Ainslie
MAVERICK CAPITAL LTD
4,453 SH
+3,795 SH
0.01% P.W.
85.22% new
Morris Mark
MARK ASSET MANAGEMENT CORP
4,119 SH
-13 SH
0.09% P.W.
0.31% sold
Tony Hsu
ALETHEA CAPITAL MANAGEMENT LLC
3,700 SH
0 SH
0.34% P.W.
(unchanged)
Scott Wallace
WALLACE CAPITAL MANAGEMENT INC
1,754 SH
0 SH
0.04% P.W.
(unchanged)
Greg Poole
ECHO STREET CAPITAL MANAGEMENT LLC
1,325 SH
+1,325 SH
<0.01% P.W.
100% new
Ingrid Yin
MAYTECH GLOBAL INVESTMENTS LLC
375 SH
0 SH
0.01% P.W.
(unchanged)
Ari Zweiman
683 CAPITAL MANAGEMENT LLC
0 SH
-35,000 SH
<0.01% P.W.
100% sold
Francisco Alfaro
MIURA GLOBAL MANAGEMENT LLC
0 SH
-51,800 SH
<0.01% P.W.
100% sold
Kevin Eng
COLUMBUS HILL CAPITAL MANAGEMENT LP
0 SH
-102,669 SH
<0.01% P.W.
100% sold
Steve Cohen
POINT72 ASSET MANAGEMENT LP
0 SH
-299,100 SH
<0.01% P.W.
100% sold
Robert Pitts
STEADFAST CAPITAL MANAGEMENT LP
0 SH
-1,813,032 SH
<0.01% P.W.
100% sold
Daniel Sundheim
D1 CAPITAL PARTNERS L P
0 SH
-7,971,870 SH
<0.01% P.W.
100% sold
JPM – Option Holders
CALL
Warren Lammert
GRANITE POINT CAPITAL MANAGEMENT LP
0 SH
-100,000 SH
<0.01% P.W.
100% sold
Core Consensus Ratings
2021-03-31 to 2021-06-22
Reduce
HedgeMind Stock Rating
99
Popularity Rank
HedgeMind Sentiment
29%
51%
40
50
Q4
35
43
19Q1
24
47
Q2
31
40
Q3
24
55
Q4
40
54
20Q1
53
37
Q2
29
45
Q3
36
46
Q4
29
51
21Q1
Q2
Q3
JPM
$79.03
$166.44
96.51
113.99
131.48
148.96
Key Stats
2021-03-312021-06-22
21Q1Q/Q Change
Total # of Holders 39 -1
Holders % of Core Managers 9.97% -0.26 pp
Total Shares Held 19.05M -18.73M
Share Inflows 1.33M -9.82M
Share Outflows 20.06M +14.75M
PUT/CALL Ration/a 
Shares In PUT0.00 
Shares In CALL0.00 
Holders % of Core Managers
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
$79.03
$166.44
108.17
137.30
5%
10%
JPM
15%
Shares Held by Core Managers
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
$79.03
$166.44
100.88
122.74
144.59
20.00M
40.00M
60.00M
JPM
80.00M
Share & Money Flows
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
$79.03
$166.44
93.60
108.17
122.74
137.30
151.87
-30.00M
-20.00M
-10.00M
0.00
10.00M
JPM
20.00M
Share Inflows
Share Outflows
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
$79.03
$166.44
93.60
108.17
122.74
137.30
151.87
-3.00B
-2.00B
-1.00B
0.00
1.00B
JPM
$2.00B
Money Inflows
Money Outflows
Key Terms
HedgeMind Core Managers
HedgeMind Core Managers represents 300+ of HedgeMind Hedge Funds that we believe are most valuable for investors to follow and invest alongside. They are hedge fund managers who select investments based on fundamental analysis, construct conviction-weighted portfolio, and maintain a long-term investment strategy.
HedgeMind Hedge Funds
HedgeMind Hedge Funds consists of 440+ hedge funds that HedgeMind meticulously analyzed and selected from 4,400+ institutional investors. They represent some of the most successful hedge funds in the world.
HedgeMind Sentiment
HedgeMind Sentiment measures the percentage of HedgeMind Hedge Funds whose managers expressed bullish (buying), bearish (selling), and neutral views on the stock through factors including trading activities, position weight, and relative size of changes. It is calculated on quarterly basis.
HedgeMind Stock Rating
HedgeMind Stock Rating combines all HedgeMind'ss key metrics and indicators including HedgeMind Sentiment, changes in shares held by hedge funds and number of holders, and trends of these analytic metrics to rate stock as Accumulate, Neutral, and Reduce. Investors can use HedgeMind Stock Rating as your starting point to search for stocks to buy or sell and further perform your own due diligence.
High-Conviction Holders
High-Conviction Holders are hedge funds that hold a stock as a top 10 holding in their portfolios.
Institutional Investors
Institutional Investors include all hedge funds, mutual funds, pension funds, endowment funds, and other institutions that must report US exchanged equity holdings on Form 13F with SEC.
Money Inflows
Money Inflows represents the total amount of new money that a hedge fund invested to buy stocks in the latest filing period.
Money Outflows
Money Outflows represents the total amount of money that a hedge fund cashed out by selling stocks in the latest filing period.
Put/Call Ratio
(Put Options Held by Hedge Funds) / (Call Options Held by Hedge Funds). It can be used to gauge overall sentiment of hedge funds regarding a particular stock expressed through their option holdings.
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