Successful Investing takes time, discipline and patience.
– Warren Buffett
JPM
JPMORGAN CHASE & CO
$156.28
$1.16 (0.75%)
Last Close: 2021-04-09
Add to My Stocks
JPM22.99% above Q4 High
$111.77 
Q4 Avg
$156.28 last close
JPM
$96.54
$157.65
10-01
12-31
04-09
$96.54 Q4 Low
$127.07 Q4 High
$156.28 last close
HedgeMind 
Core Managers
381
HedgeMind 
Hedge Funds
Institutional
 Investors
JPM – Stock Holders
All
38
37,079,578 SH
New Buy
4
324,423 SH
Increased
13
22,529,092 SH
Unchanged
8
156,755 SH
Decreased
13
14,069,308 SH
Sold Out
10
3,820,564 SH
High Conviction
7
29,663,909 SH
Sort by
Fund Manager
Company Name
Portfolio Weight
# of Shares
Shares Change
Change Rate
Lewis Sanders
SANDERS CAPITAL LLC
12,191,489 SH
+9,566,427 SH
4.09% P.W.
78.47% new
Andreas Halvorsen
VIKING GLOBAL INVESTORS LP
8,459,075 SH
-991,900 SH
2.96% P.W.
10.50% sold
Daniel Sundheim
D1 CAPITAL PARTNERS L P
7,971,870 SH
+394,870 SH
4.78% P.W.
4.95% new
Phill Gross
ADAGE CAPITAL PARTNERS GP LLC
3,011,607 SH
-147,700 SH
0.83% P.W.
4.68% sold
Robert Pitts
STEADFAST CAPITAL MANAGEMENT LP
1,813,032 SH
-220,551 SH
2.32% P.W.
10.85% sold
Stephen Errico
LOCUST WOOD CAPITAL ADVISERS LLC
472,197 SH
+168,900 SH
3.42% P.W.
35.77% new
Bill Miller
LMM LLC
448,510 SH
+53,578 SH
1.73% P.W.
11.95% new
Keith Meister
CORVEX MANAGEMENT LP
366,600 SH
+104,600 SH
1.66% P.W.
28.53% new
John Brennan
SIRIOS CAPITAL MANAGEMENT LP
327,121 SH
-41,439 SH
3.24% P.W.
11.24% sold
Steve Cohen
POINT72 ASSET MANAGEMENT LP
299,100 SH
+84,600 SH
0.19% P.W.
28.28% new
Jonathan Soros
JS CAPITAL MANAGEMENT LLC
230,000 SH
+90,000 SH
1.4% P.W.
39.13% new
Charles Clough
CLOUGH CAPITAL PARTNERS LP
149,453 SH
-47,650 SH
1.35% P.W.
24.18% sold
Robert Gillam
MCKINLEY CAPITAL MANAGEMENT LLC DELAWARE
143,320 SH
+9,320 SH
1.3% P.W.
6.50% new
Geoffrey Gerber
TWIN CAPITAL MANAGEMENT INC
133,285 SH
-5,583 SH
1.54% P.W.
4.02% sold
Benjamin Gambill
TIGER EYE CAPITAL LLC
129,459 SH
+119,653 SH
2.88% P.W.
92.43% new
Ken Heebner
CAPITAL GROWTH MANAGEMENT LP
120,000 SH
+120,000 SH
1.54% P.W.
100% new
David Rothschild
ROTHSCHILD CAPITAL PARTNERS LLC
108,872 SH
+2,260 SH
4.92% P.W.
2.08% new
Kevin Eng
COLUMBUS HILL CAPITAL MANAGEMENT LP
102,669 SH
+102,669 SH
0.97% P.W.
100% new
Tim Davis
GUARDIAN POINT CAPITAL LP
100,000 SH
+100,000 SH
3.3% P.W.
100% new
Brad Dunkley
WARATAH CAPITAL ADVISORS LTD
75,323 SH
+61,522 SH
0.66% P.W.
81.68% new
Charles Paquelet
SKYLANDS CAPITAL LLC
67,175 SH
-7,500 SH
1.24% P.W.
10.04% sold
Crispin Odey
ODEY ASSET MANAGEMENT GROUP LTD
64,825 SH
+46,260 SH
2.11% P.W.
71.36% new
Hari Hariharan
NWI MANAGEMENT LP
60,000 SH
0 SH
0.76% P.W.
(unchanged)
Francisco Alfaro
MIURA GLOBAL MANAGEMENT LLC
51,800 SH
-3,400 SH
1.24% P.W.
6.16% sold
Nehal Chopra
RATAN CAPITAL MANAGEMENT LP
42,848 SH
0 SH
0.64% P.W.
(unchanged)
Ari Zweiman
683 CAPITAL MANAGEMENT LLC
35,000 SH
0 SH
0.21% P.W.
(unchanged)
Karen Firestone
AUREUS ASSET MANAGEMENT LLC
27,527 SH
+848 SH
0.29% P.W.
3.08% new
Joshua Nash
ULYSSES MANAGEMENT LLC
20,000 SH
-10,000 SH
0.46% P.W.
33.33% sold
Richard Chilton
CHILTON INVESTMENT CO LLC
17,734 SH
-2,053 SH
0.06% P.W.
10.38% sold
Jay Freedman
CRYSTAL ROCK CAPITAL MANAGEMENT
12,368 SH
-8,700 SH
0.9% P.W.
41.29% sold
Peter Wright
P A W CAPITAL CORP
6,000 SH
-1,000 SH
0.67% P.W.
14.29% sold
Hideji Horiko
HORIKO CAPITAL MANAGEMENT LLC
5,700 SH
0 SH
0.37% P.W.
(unchanged)
Edgar Wachenheim
GREENHAVEN ASSOCIATES INC
5,000 SH
0 SH
0.01% P.W.
(unchanged)
Morris Mark
MARK ASSET MANAGEMENT CORP
4,132 SH
0 SH
0.06% P.W.
(unchanged)
Tony Hsu
ALETHEA CAPITAL MANAGEMENT LLC
3,700 SH
0 SH
0.24% P.W.
(unchanged)
Scott Wallace
WALLACE CAPITAL MANAGEMENT INC
1,754 SH
+1,754 SH
0.03% P.W.
100% new
Lee Ainslie
MAVERICK CAPITAL LTD
658 SH
-808 SH
<0.01% P.W.
55.12% sold
Ingrid Yin
MAYTECH GLOBAL INVESTMENTS LLC
375 SH
0 SH
0.01% P.W.
(unchanged)
Warren Lammert
GRANITE POINT CAPITAL MANAGEMENT LP
0 SH
-15,000 SH
<0.01% P.W.
100% sold
Traci Lerner
CHESCAPMANAGER LLC
0 SH
-30,000 SH
<0.01% P.W.
100% sold
Matthew Halbower
PENTWATER CAPITAL MANAGEMENT LP
0 SH
-44,000 SH
<0.01% P.W.
100% sold
Terry Maltese
MALTESE CAPITAL MANAGEMENT LLC
0 SH
-59,100 SH
<0.01% P.W.
100% sold
David Fraile
BLUEMAR CAPITAL MANAGEMENT LLC
0 SH
-87,493 SH
<0.01% P.W.
100% sold
Stanley Druckenmiller
DUQUESNE FAMILY OFFICE LLC
0 SH
-98,165 SH
<0.01% P.W.
100% sold
Cory Whitaker
BOWIE CAPITAL MANAGEMENT LLC
0 SH
-102,000 SH
<0.01% P.W.
100% sold
Emanuel Friedman
EJF CAPITAL
0 SH
-924,000 SH
<0.01% P.W.
100% sold
Warren Buffett
BERKSHIRE HATHAWAY INC
0 SH
-967,267 SH
<0.01% P.W.
100% sold
Ricky Sandler
EMINENCE CAPITAL LLC
0 SH
-1,493,539 SH
<0.01% P.W.
100% sold
JPM – Option Holders
Sort by
PUT/CALL
Fund Manager
Company Name
# of Shares
CALL
Warren Lammert
GRANITE POINT CAPITAL MANAGEMENT LP
100,000 SH
-375,000 SH
0.65% P.W.
78.95% sold
CALL
Constantinos Christofilis
ARCHON CAPITAL MANAGEMENT LLC
0 SH
-142,200 SH
<0.01% P.W.
100% sold
CALL
Matthew Halbower
PENTWATER CAPITAL MANAGEMENT LP
0 SH
-40,000 SH
<0.01% P.W.
100% sold
CALL
Joshua Nash
ULYSSES MANAGEMENT LLC
0 SH
-150,000 SH
<0.01% P.W.
100% sold
CALL
Brad Dunkley
WARATAH CAPITAL ADVISORS LTD
0 SH
-58,900 SH
<0.01% P.W.
100% sold
CALL
Michael Burry
SCION ASSET MANAGEMENT LLC
0 SH
-86,000 SH
<0.01% P.W.
100% sold
CALL
Cory Whitaker
BOWIE CAPITAL MANAGEMENT LLC
0 SH
-70,000 SH
<0.01% P.W.
100% sold
Core Consensus Ratings
2020-12-31 to 2021-04-09
Neutral
HedgeMind Stock Rating
99
Popularity Rank
HedgeMind Sentiment
35%
48%
32
35
Q3
41
49
Q4
37
42
19Q1
24
46
Q2
33
39
Q3
25
53
Q4
40
54
20Q1
54
36
Q2
29
47
Q3
35
48
Q4
21Q1
Q2
JPM
$79.03
$157.65
94.75
110.48
126.20
141.93
Key Stats
2020-12-312021-04-09
20Q4Q/Q Change
Total # of Holders 38 -6
Holders % of Core Managers 9.97% -1.79 pp
Total Shares Held 37.08M +5.72M
Share Inflows 11.03M +3.99M
Share Outflows 5.31M -18.79M
PUT/CALL Ratio0.00 
Shares In PUT0.00 
Shares In CALL100.00K 
Holders % of Core Managers
Q3
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
$79.03
$157.65
105.24
131.44
5%
10%
JPM
15%
Shares Held by Core Managers
Q3
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
$79.03
$157.65
98.69
118.34
138.00
20.00M
40.00M
60.00M
JPM
80.00M
Share & Money Flows
Q3
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
$79.03
$157.65
88.86
98.69
108.51
118.34
128.17
138.00
147.82
-30.00M
-20.00M
-10.00M
0.00
10.00M
20.00M
30.00M
JPM
40.00M
Share Inflows
Share Outflows
Q3
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
$79.03
$157.65
94.75
110.48
126.20
141.93
-2.00B
0.00
2.00B
4.00B
JPM
$6.00B
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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