Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

JPM

JPMorgan Chase & Co.Financial ServicesMkt Cap $901.6B

Distillfolio Signals

2026-07-11

Score +0.1757

2026-04-10 → 2026-07-10

Analyst

Insider

Congress

BullishNeutralBearish

1 month

+9.3%

2 months

+12.7%

3 months

+9.1%

13F · Hedge Fund

2025-12-31 → 2026-03-31 · top 5 of 44 funds

D. E. Shaw & Co., Inc.
$135.1M → $1.0B
+$882.1M
TWO SIGMA INVESTMENTS, LP
$127.9M → $973.9M
+$846.0M
TWO SIGMA ADVISERS, LP
$710.2M → exited
-$710.2M
Qube Research & Technologies Ltd
$372.6M → $725.9M
+$353.3M
CITADEL ADVISORS LLC
$419.1M → $715.4M
+$296.3M

13F · Asset Manager

2025-12-31 → 2026-03-31 · top 5 of 75 managers

VANGUARD GROUP INC
$85.6B → exited
-$85.6B
BlackRock, Inc.
$68.2B → $61.3B
-$6.9B
Capital International Investors
$8.6B → $3.7B
-$4.9B
FMR LLC
$11.5B → $9.2B
-$2.3B
WELLINGTON MANAGEMENT GROUP LLP
$3.3B → $1.1B
-$2.2B

13F · Other Institutional

2025-12-31 → 2026-03-31 · top 5 of 51 institutions

NORGES BANK
Bank
$11.4B → exited
-$11.4B
STATE STREET CORP
Bank
$40.4B → $36.6B
-$3.8B
Bank of New York Mellon Corp
Bank
$7.5B → $6.2B
-$1.3B
CIBC Bancorp USA Inc.
Bank
$0.0B → $1.3B
+$1.3B
MORGAN STANLEY
Bank
$21.4B → $20.2B
-$1.2B

Analyst Ratings

2026-07-07 · 60d ·4 Bullish0 Bearish2 Neutral

Bullish
UBS
2026-07-07
Buy
Bullish
B of A Securities
2026-07-07
Buy
Bullish
Wells Fargo
2026-07-06
Overweight
Bullish
Evercore ISI Group
2026-07-06
Outperform
Neutral
Morgan Stanley
2026-06-29
Equal-Weight

Price Momentum

2025-07-10 → 2026-07-10

1 month
from 2026-06-10
+9.3%
3 months
from 2026-04-10
+9.1%
6 months
from 2026-01-08
+3.0%
9 months
from 2025-10-08
+12.2%
12 months
from 2025-07-10
+19.0%

Short Interest

2026-04-15 → 2026-06-15 · 5 periods

2026-06-15
30.08M shares short
3.55d
+0.41d
2026-05-29
28.63M shares short
3.14d
-0.21d
2026-05-15
27.09M shares short
3.35d
+0.17d
2026-04-30
25.15M shares short
3.18d
+0.03d
2026-04-15
27.01M shares short
3.15d

Insider Transactions

2026-06-22 · 5 most recent transactions

SellGC
Friedman Stacey
2026-06-22
$1.8M
SellGC
Friedman Stacey
2026-05-20
$1.6M
SellCEO
Erdoes Mary E.
2026-05-15
$2.0M
SellOfficer
Beer Lori A
2026-05-15
$950K
SellCEO
Petno Douglas B
2026-05-15
$1.7M

Congressional Trades

2026-04-13 · 1 most recent transactions

Sellsenate
Sheldon Whitehouse
2026-04-13
$15K–$50K

ARK Holdings

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Not held by any ARK ETF