The Holders · free · no account needed
Who owns JPM? Not message-board guesses — disclosed filings. We grade 10,000+ disclosing funds by how their buys performed, and show you which graded funds hold JPM today, how deep, and who added or trimmed.
104 of 500 graded funds hold it Conviction curve: Consensus
104 of the 500 graded funds hold JPM — the strongest holder is the A-rated Avantis US Large Cap Value ETF, with 1.8% of its book in it. On the conviction curve it sits at Consensus, with 4 proven specialists behind it.
Grade Fund % of book Last move
A Avantis US Large Cap Value ETF AVLV → 1.8% — A Marsico Focus Fund MFOCX → 2% — A Federated Hermes Kaufmann Large Cap Fund Institutional Shares KLCIX → 0.7% — A Calamos Global Growth and Income Fund Class A CVLOX → 0.9% — A Value Line Capital Appreciation Fund, Inc. Institutional Class VLIIX → 0.7% — A Putnam Sustainable Leaders Fund PNOPX → 2.3% — A LSV Value Equity Fund LVAEX → 0.7% — B Schwab Core Equity SWANX → 1% — B Payson Total Return Fund PBFDX → 4.3% — B BNY Mellon Large Cap Securities Fund, Inc. DREVX → 2.6% — B Fidelity Magellan FMAGX → 2.5% — B RBC Global Opportunities Fund - Class I RGOIX → 3.7% — Holders tell you who's in. The curve tells you if it's early or late: Is it too late to buy JPM? →
The evidence base updates this week. The specialists — not the whales — are already positioned for what comes next. Stop finding out last.
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Fundprints identifies evidence, never instructions. Nothing on this site is investment advice or a recommendation to buy or sell any security. Performance shown is a model book tracked live in the open, recorded in real time since December 2023. Past performance does not guarantee future results. Crowded and Fading describe the evidence, not your decision. Sourced exclusively from public, mandatory disclosures and listed options data.
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