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.

JPM

Who Holds JPM

Changes This Quarter