Question 1

Which hedge funds and institutional investors hold JPM?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for JPM shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for JPM whale holdings?

Accepted Answer

Conviction level reflects how significant JPM is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to JPM, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for JPM?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about JPM?

Accepted Answer

QoQ changes for JPM show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	124.3M	$36.6B	1.3%	$2896.4B
Capital Research	27.4M	$8.1B	1.3%	$644.6B
Fisher Investments	17.0M	$5.0B	1.7%	$294.9B
Capital World	15.4M	$4.5B	0.6%	$732.9B
Geode Capital	8.7M	$2.6B	0.2%	$1607.5B
Citadel	5.7M	$1.7B	0.3%	$618.5B
ClearBridge	4.3M	$1.3B	1.1%	$114.9B
Citadel	4.0M	$1.2B	0.2%	$618.5B
American Century	3.7M	$1.1B	0.6%	$194.3B
PRIMECAP	3.4M	$1.0B	0.8%	$127.0B
Two Sigma	3.3M	$973.9M	0.8%	$123.9B
Viking Global	2.7M	$795.4M	2.2%	$35.7B
Adage Capital	2.4M	$710.5M	1.1%	$64.8B
Jennison	1.4M	$407.0M	0.3%	$145.4B
Millennium	1.2M	$360.9M	0.2%	$240.3B
Artisan Partners	1.2M	$358.5M	0.6%	$62.3B
Millennium	1.2M	$346.8M	0.1%	$240.3B
Mawer	1.1M	$327.6M	2.1%	$15.4B
DE Shaw	999.0K	$293.9M	0.2%	$166.3B
DFA	854.4K	$251.3M	0.1%	$481.4B
WorldQuant	828.5K	$243.7M	0.9%	$25.9B
Renaissance Tech	688.4K	$202.5M	0.3%	$63.9B
Samlyn	563.4K	$165.7M	2.8%	$5.9B
Davis Advisors	556.5K	$163.7M	0.8%	$21.8B
Millennium	530.0K	$155.9M	0.1%	$240.3B
Tudor	488.3K	$143.6M	0.3%	$53.9B
DE Shaw	472.5K	$139.0M	0.1%	$166.3B
Smead	416.1K	$122.4M	2.7%	$4.6B
BlackRock	412.8K	$121.4M	0.0%	$5723.5B
Tudor	349.4K	$102.8M	0.2%	$53.9B
Pzena	337.3K	$99.2M	0.3%	$30.8B
Gabelli	297.5K	$87.5M	0.6%	$14.8B
Neuberger Berman (Eisman)	263.3K	$77.4M	0.1%	$131.4B
Arrowstreet	261.7K	$77.0M	0.0%	$184.8B
Markel	252.6K	$74.3M	0.6%	$11.9B
Epoch	205.1K	$60.3M	0.4%	$16.5B
Hudson Bay	197.8K	$58.2M	0.2%	$29.0B
Balyasny	172.6K	$50.8M	0.1%	$77.1B
Sculptor	164.8K	$48.5M	0.5%	$9.6B
Discovery Capital	154.7K	$45.5M	2.4%	$1.9B
Man Group	151.6K	$44.6M	0.1%	$55.1B
Tudor	128.7K	$37.9M	0.1%	$53.9B
Fidelity (FMR)	122.0K	$35.9M	0.0%	$1898.4B
Dodge & Cox	118.5K	$34.8M	0.0%	$182.0B
Soros Fund	118.4K	$34.8M	0.4%	$9.1B
Gotham Asset	114.1K	$33.6M	0.1%	$32.7B
Two Sigma	109.5K	$32.2M	0.0%	$123.9B
Segall Bryant	108.3K	$31.9M	0.5%	$7.0B
Two Sigma	103.2K	$30.4M	0.0%	$123.9B
Wellington	99.7K	$29.3M	0.0%	$535.5B
GMO	96.7K	$28.4M	0.1%	$39.1B
DE Shaw	94.2K	$27.7M	0.0%	$166.3B
Point72	90.0K	$26.5M	0.0%	$78.1B
Brandes	82.9K	$24.4M	0.2%	$14.1B
Balyasny	81.2K	$23.9M	0.0%	$77.1B
Point72	73.5K	$21.6M	0.0%	$78.1B
Citadel	64.6K	$19.0M	0.0%	$618.5B
Giverny Capital	52.3K	$15.4M	0.6%	$2.7B
Brevan Howard	39.3K	$11.6M	0.1%	$11.3B
ExodusPoint	28.0K	$8.3M	0.1%	$12.4B
Balyasny	25.4K	$7.5M	0.0%	$77.1B
Kayne Anderson	24.8K	$7.3M	0.0%	$34.0B
Ares	21.9K	$6.5M	3.7%	$172.9M
William Blair	20.6K	$6.0M	0.0%	$30.3B
Edgewood	19.2K	$5.6M	0.0%	$15.5B
Marshall Wace	17.1K	$5.0M	0.0%	$100.4B
BlackRock	13.0K	$3.8M	0.0%	$5723.5B
GGH	9.1K	$2.7M	0.0%	$8.3B
Harris (Oakmark)	5.8K	$1.7M	0.0%	$75.0B
Brave Warrior	5.6K	$1.7M	0.0%	$4.0B
Man Group	5.3K	$1.6M	0.0%	$55.1B
Caxton	4.4K	$1.3M	0.0%	$4.4B
Franklin Templeton	3.9K	$1.2M	0.0%	$408.3B
Acadian	3.1M	$920K	1.3%	$70.5M
Man Group	2.9K	$853K	0.0%	$55.1B
Cascade (Gates)	2.7K	$792K	0.5%	$168.9M
Thornburg	1.9K	$573K	0.0%	$9.6B
Marshall Wace	1.9K	$559K	0.0%	$100.4B
Horizon Kinetics	1.4K	$423K	0.0%	$9.2B
Northern Trust	973	$286K	—	$756.6B
Schonfeld	882	$259K	0.0%	$14.2B
LSV	582.2K	$171K	0.4%	$46.4M
Invesco	409	$120K	—	$653.3B
AQR Capital	37	$11K	—	$218.4B

JPM

Who Holds JPM