STOCK

JPM ---

Held by 30 of 74 curated managers · 5,289 total holders in our 13F universe.

SMART MONEY HOLDERS · from our curated set

Top managers holding JPM

  1. ACR Alpine Capital Research, LLC Concentrated value with outsized alpha generation.
    Top performer
    4.3% of portfolio
  2. Viking Global Investors LP Global compounder with flat recent alpha.
    Name to know Mega
    2.3% of portfolio
  3. Pzena Investment Management LLC Value investor favoring overlooked financials and staples.
    Thematic
    2.3% of portfolio
  4. Shufro Rose & Co. LLC Concentrated small-cap value with outsized alpha.
    Top performer
    2.3% of portfolio
  5. Svb Wealth LLC Broad tech exposure with outsized alpha generation.
    Top performer
    1.8% of portfolio
  6. Hummer Financial Advisory Services Inc Large-cap core with outsized alpha generation.
    Top performer
    1.8% of portfolio
  7. Benchmark Investment Advisors LLC Nvidia-heavy growth shop. Zero alpha.
    Thematic
    1.5% of portfolio
  8. State Street Corp. Index tracker with mega-cap tech tilt.
    Name to know Mega
    1.3% of portfolio
  9. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Mega-cap tech concentration. Outsized alpha generation.
    Top performer
    1.1% of portfolio
  10. Linscomb Wealth, Inc. Broad equity indexer with outsized alpha generation.
    Top performer
    1.0% of portfolio
EDITORIAL BRIEF

The editorial brief for JPM is being prepared. Stock briefs roll out across Q3 starting with the most-held names.

INSIDER TRADES · recent

No Form 4 trades on file for JPM.

CONGRESS TRADES · recent