Why this score?See the 9 factors that produced −5 for JPM
HoldLens's ConvictionScore is the sum of 9 factors clamped to −100/+100. Each factor has a known min/max range; the math is deterministic and reproducible. Every input traces to a public SEC filing. Full methodology →
| Factor | Contribution |
|---|---|
| Smart money | +4 |
| Insider activity | -5 |
| Track record | -5 |
| Trend streak | 0 |
| Concentration | +3 |
| Contrarian bonus | 0 |
| 8-K events | 0 |
| Dissent | +3 |
| Crowding | 0 |
| Sum (clamped −100/+100) | −5 |
How to read: emerald = positive contribution to the buy signal; rose = penalty (sellers, crowded ownership, bearish 8-K events). Hover any factor name in the methodology page for the exact formula. Every number is computed at build time from EDGAR filings — no proprietary opinion layer, no editorial scoring. For JPM specifically: 13 buyers vs 4 sellers among the 30 tracked managers.
Ownership breadth · 8 quarters
Breadth flatThe number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Smart money activity
Every tracked 13F move on JPM — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 1.60% |
Joel GreenblattElite Gotham Asset Management | 0.20% |
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 4.10% |
Joel GreenblattElite Gotham Asset Management | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
François RochonTier 1 Giverny Capital | 0.50% |
Andreas HalvorsenElite Viking Global Investors | 3.40% |
Oakmark Funds | 0.00% |
Joel GreenblattElite Gotham Asset Management | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.40% |
Andreas HalvorsenElite Viking Global Investors | 1.70% |
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 5.80% |
Joel GreenblattElite Gotham Asset Management | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
François RochonTier 1 Giverny Capital | 0.30% |
Andreas HalvorsenElite Viking Global Investors | 2.80% |
Joel GreenblattElite Gotham Asset Management | 0.20% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
| Insider | Value |
|---|---|
Petno Douglas B Co-CEO CIB | $1.70M |
Lake Marianne CEO CCB | $1.92M |
Erdoes Mary E. CEO Asset & Wealth Management | $1.98M |
Lake Marianne CEO CCB | $1.92M |
Petno Douglas B Co-CEO CIB | $1.70M |
Beer Lori A Chief Information Officer | $950K |
Erdoes Mary E. CEO Asset & Wealth Management | $1.98M |
Beer Lori A Chief Information Officer | $950K |
Petno Douglas B Co-CEO CIB | $0 |
Petno Douglas B Co-CEO CIB | $0 |
Petno Douglas B Co-CEO CIB | $0 |
Petno Douglas B Co-CEO CIB | $0 |
Latest news
Recent headlines for JPM — context for the moves above.
Who’s betting biggest on JPM
Each bar is one manager’s position size in JPM as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for JPM, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -5 conviction score.
Related smart-money signals
The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.
Sister property: SecFilingDex — the encyclopedic reference for every SEC form variant (13F-HR / 13F-NT / 13F-HR/A) and the regulatory citation behind the data on this page.