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 $883.5B

Distillfolio Position

2026-10-03

Short #1

Score −1.0000

Weight 22.5%

2026-07-07 → 2026-10-02

Analyst

Insider

Congress

BullishNeutralBearish

1 month

-8.2%

2 months

-7.5%

3 months

-2.0%

13F · Hedge Fund

2026-03-31 → 2026-06-30 · top 5 of 44 funds

MARSHALL WACE, LLP
$5.0M → $647.5M
+$642.5M
D. E. Shaw & Co., Inc.
$1.0B → $462.7M
-$554.6M
AQR CAPITAL MANAGEMENT LLC
$473.3M → $930.3M
+$457.1M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$77.0M → $406.0M
+$329.1M
SAMLYN CAPITAL, LLC
$394.2M → $166.2M
-$227.9M

13F · Asset Manager

2026-03-31 → 2026-06-30 · top 5 of 80 managers

VANGUARD PORTFOLIO MANAGEMENT LLC
$0.0B → $21.5B
+$21.5B
BlackRock, Inc.
$61.3B → $67.5B
+$6.3B
VANGUARD FIDUCIARY TRUST CO
$0.0B → $4.6B
+$4.6B
VANGUARD CAPITAL MANAGEMENT LLC
$48.6B → $52.9B
+$4.3B
GEODE CAPITAL MANAGEMENT, LLC
$18.3B → $20.1B
+$1.8B

13F · Other Institutional

2026-03-31 → 2026-06-30 · top 5 of 52 institutions

NORGES BANK
Bank
$0.0B → $11.8B
+$11.8B
STATE STREET CORP
Bank
$36.6B → $41.0B
+$4.4B
BANK OF AMERICA CORP /DE/
Bank
$19.3B → $22.8B
+$3.5B
MORGAN STANLEY
Bank
$20.2B → $22.0B
+$1.8B
GOLDMAN SACHS GROUP INC
Bank
$6.9B → $8.3B
+$1.4B

Analyst Ratings

2026-09-28 · 60d ·1 Bullish0 Bearish1 Neutral

Neutral
HSBC
2026-09-28
Hold
Bullish
Wells Fargo
2026-08-14
Overweight

Price Momentum

2025-10-02 → 2026-10-02

1 month
from 2026-09-03
-8.2%
3 months
from 2026-07-07
-2.0%
6 months
from 2026-04-06
+13.0%
9 months
from 2026-01-02
+3.6%
12 months
from 2025-10-02
+10.1%

Short Interest

2026-06-30 → 2026-08-31 · 5 periods

2026-08-31
26.54M shares short
4.56d
-0.04d
2026-08-14
25.29M shares short
4.60d
+1.17d
2026-07-31
28.24M shares short
3.43d
+0.80d
2026-07-15
29.48M shares short
2.63d
+0.25d
2026-06-30
26.87M shares short
2.38d

Insider Transactions

2026-09-10 · 2 most recent transactions

SellOfficer
Leopold Robin
2026-09-10
$882K
SellOfficer
Leopold Robin
2026-08-11
$904K

Congressional Trades

2026-09-04 · 2 most recent transactions

Sellsenate
Sheldon Whitehouse
2026-09-04
$15K–$50K
Sellsenate
Sheldon Whitehouse
2026-04-13
$15K–$50K

ARK Holdings

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Not held by any ARK ETF