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JPM
JPMORGAN CHASE & CO
$200.30
$0.78 (0.39%)
Last Close: 2024-03-28
Neutral
HedgeMind Stock Rating
98
Popularity Rank
32%
56%
HedgeMind Sentiment
HedgeMind 500 Holders
30
Total Shares
24.42M
Shares Chg Q/Q
0%
Institutional Holders
3846
Total Shares
2.07B
Shares Chg Q/Q
3%
13F holding data for quarter ended 2023-12-31
500
1045
7468
All
30
24,420,125 SH
New Buy
5
124,209 SH
Increased
6
13,119,941 SH
Unchanged
4
3,961,853 SH
Decreased
15
7,214,122 SH
Sold Out
4
94,217 SH
High Conviction
8
8,338,621 SH
Shares
Shares Change
Change Rate
Portfolio Weight
Company Name
Manager Name
Lewis Sanders
SANDERS CAPITAL LLC
8,009,508 SH
2.62% PW
+246,158 SH
3.07% new
Edgar Wachenheim
GREENHAVEN ASSOCIATES INC
4,723,504 SH
9.48% PW
+4,500 SH
0.10% new
Yasir Al-Rumayyan
PUBLIC INVESTMENT FUND
3,851,053 SH
1.86% PW
0 SH
(unchanged)
Phill Gross
ADAGE CAPITAL PARTNERS GP LLC
2,809,766 SH
1.00% PW
-82,300 SH
2.85% sold
Glenn Greenberg
BRAVE WARRIOR ADVISORS LLC
1,656,158 SH
8.37% PW
-7,382 SH
0.44% sold
James Parsons
JUNTO CAPITAL MANAGEMENT LP
939,078 SH
3.81% PW
-208,348 SH
18.16% sold
Gavin Abrams
ABRAMS BISON INVESTMENTS LLC
414,000 SH
7.06% PW
-6,000 SH
1.43% sold
Stephen Errico
LOCUST WOOD CAPITAL ADVISERS LLC
408,974 SH
3.18% PW
-23,188 SH
5.37% sold
Ravi Chopra
AZORA CAPITAL LP
275,007 SH
4.48% PW
-19,024 SH
6.47% sold
Samantha McLemore
PATIENT CAPITAL MANAGEMENT LLC
268,411 SH
2.58% PW
-38,707 SH
12.60% sold
Gregg Moskowitz
INTERVAL PARTNERS LP
228,833 SH
1.74% PW
+9,605 SH
4.20% new
Robert Pohly
SAMLYN CAPITAL LLC
215,821 SH
0.83% PW
-66,224 SH
23.48% sold
John Woolway
VANTAGE INVESTMENT PARTNERS LLC
93,975 SH
1.60% PW
+787 SH
0.84% new
Steve Cohen
POINT72 ASSET MANAGEMENT LP
77,630 SH
0.04% PW
+77,630 SH
100% new
Constantine Mamakos
VENATOR MANAGEMENT LLC
61,875 SH
3.60% PW
-375 SH
0.60% sold
Hari Hariharan
NWI MANAGEMENT LP
60,000 SH
2.06% PW
0 SH
(unchanged)
Mark Freeman
SOCORRO ASSET MANAGEMENT LP
56,321 SH
4.40% PW
-3,198 SH
5.37% sold
Feng Guo
SYMMETRY INVESTMENTS LP
48,366 SH
1.51% PW
+25,594 SH
52.92% new
Peter Stamos
STAMOS CAPITAL PARTNERS L P
45,720 SH
2.12% PW
-25,280 SH
35.61% sold
Gary Claar
CLAAR ADVISORS LLC
38,800 SH
2.34% PW
0 SH
(unchanged)
Jay Freedman
CRYSTAL ROCK CAPITAL MANAGEMENT
28,068 SH
3.15% PW
-775 SH
2.69% sold
Alan Howard
BREVAN HOWARD CAPITAL MANAGEMENT LP
23,882 SH
0.44% PW
+23,882 SH
100% new
Richard Chilton
CHILTON INVESTMENT CO LLC
15,755 SH
0.08% PW
+236 SH
1.50% new
Kevin Parker
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT LLC
15,748 SH
2.18% PW
-5,600 SH
26.23% sold
Joshua Nash
ULYSSES MANAGEMENT LLC
12,000 SH
0.55% PW
0 SH
(unchanged)
Paul Timmins
GAME CREEK CAPITAL LP
11,175 SH
1.12% PW
-200 SH
1.76% sold
Martin Friedman
FJ CAPITAL MANAGEMENT LLC
10,922 SH
0.19% PW
+10,922 SH
100% new
William Oneil
ONEIL GLOBAL ADVISORS INC
8,200 SH
0.81% PW
+8,200 SH
100% new
Matthew Halbower
PENTWATER CAPITAL MANAGEMENT LP
8,000 SH
0.03% PW
-10,000 SH
55.56% sold
Lee Ainslie
MAVERICK CAPITAL LTD
3,575 SH
0.01% PW
+3,575 SH
100% new
Paul Reeder
PAR CAPITAL MANAGEMENT INC
0 SH
0.00% PW
-3,000 SH
100% sold
Michael Coleman
TAIKA CAPITAL LP
0 SH
0.00% PW
-10,320 SH
100% sold
Matt Hu
FENGHE FUND MANAGEMENT PTE LTD
0 SH
0.00% PW
-26,800 SH
100% sold
Dan Johnson
GILLSON CAPITAL LP
0 SH
0.00% PW
-54,097 SH
100% sold
Key Terms
Change Rate
Change Rate is defined for each holding as the following:
HedgeMind 500
HedgeMind 500 (HM 500) consists of around 500 hedge fund managers that HedgeMind have meticulously analyzed and selected from HedgeMind 1000 hedge funds. These managers employ primarily fundamental techniques to identify investment opportunities. Most of them construct conviction-weighted portfolios and focus on long term investment horizon. These fundamental-driven hedge fund managers are most valuable for investors to follow, learn, and invest alongside.
HedgeMind 1000
HedgeMind 1000 (HM 1000) consists of 1000+ hedge funds that are handpicked from 7,000+ institutional investors who are actively filling Form 13F with SEC. These hedge funds employ one or more hedge fund investment strategies as defined by Hedge Fund Research. HedgeMind 1000 hedge funds include some of the most successful and largest hedge funds in the world as well as many newly launched emerging hedge funds we have continuously discovered.
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 (HM 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 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.
Shares Inflows
Shares Inflows (SH Inflows) is defined as the total number of shares that were bought by stock holders in the latest filing period.
Shares Outflows
Shares Outflows (SH Outflows) is defined as the otal number of shares that were sold in the latest filing period.
Disclaimer
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