PTLO — PORTILLOS INC
Reported value held$147.19M
Funds holding (latest)40
SectorConsumer Discretionary
Funds holding (Q2 2026)28
Institutional value$78.22M · 16.55M sh
New / Add / Cut / Exit3 / 14 / 10 / 2
Top-5 / Top-10 concentration71.0% / 91.2%
Institutional holdings change
Reducing -6.7%
(-1.19M sh)
Institutional value change
Down -16.5%
As of Q2 2026, 28 SEC-registered investment managers reported holding PTLO (PORTILLOS INC) in their latest 13F filings, with a combined reported value of $78.22M across 16.55M shares. That is -6.7% by share count (-1.19M shares) versus the previous quarter, while reported value moved -16.5%. Ownership is concentrated: the five largest holders account for 71.0% of reported value and the top ten for 91.2%.
Compared with the prior quarter, 3 opened new positions, 14 added to existing stakes, 10 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PTLO is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.91M | $23.26M | 0.00% | Reduce |
| Marshall Wace history | 2.34M | $11.10M | 0.01% | Add |
| Geode Capital Management history | 1.81M | $8.60M | 0.00% | Add |
| Goldman Sachs Group history | 1.42M | $6.74M | 0.00% | Add |
| Millennium Management history | 1.23M | $5.83M | 0.00% | Add |
| AQR Capital Management history | 1.08M | $5.12M | 0.00% | Add |
| Morgan Stanley history | 736.16K | $3.49M | 0.00% | Add |
| Charles Schwab Investment Management history | 635.07K | $3.01M | 0.00% | Add |
| Northern Trust Corp history | 552.98K | $2.62M | 0.00% | Add |
| Bank of America Corp history | 326.54K | $1.55M | 0.00% | Reduce |
| Citadel Advisors history | 286.30K | $1.36M | 0.00% | Reduce |
| Invesco Ltd history | 276.76K | $1.31M | 0.00% | Reduce |
| BNY Mellon history | 196.37K | $930.78K | 0.00% | Hold |
| UBS Group AG history | 183.03K | $867.58K | 0.00% | Reduce |
| Point72 Asset Management history | 99.89K | $473.46K | 0.00% | New |
| Citigroup Inc history | 91.09K | $431.75K | 0.00% | Reduce |
| Renaissance Technologies history | 85.34K | $404.52K | 0.00% | Reduce |
| Deutsche Bank AG history | 65.67K | $311.26K | 0.00% | Add |
| Wells Fargo & Co history | 64.06K | $303.62K | 0.00% | Add |
| JPMorgan Chase & Co history | 32.71K | $155.37K | 0.00% | New |
| Balyasny Asset Management history | 23.10K | $109.49K | 0.00% | Reduce |
| Manulife Financial history | 18.27K | $86.61K | 0.00% | Add |
| Two Sigma Investments history | 12.10K | $57.35K | 0.00% | New |
| Prudential Financial history | 10.99K | $52.09K | 0.00% | Add |
| Legal & General Investment Management America history | 6.06K | $28.74K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.45K | $21.11K | 0.00% | Reduce |
| PNC Financial Services history | 1.50K | $7.13K | 0.00% | Add |
| T. Rowe Price Associates history | 51.52K | $245 | 0.00% | Add |
Q1 2026 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.12M | $27.07M | 0.00% | Add |
| Marshall Wace history | 1.70M | $8.97M | 0.01% | New |
| Geode Capital Management history | 1.67M | $8.84M | 0.00% | Hold |
| Citadel Advisors history | 1.61M | $8.54M | 0.00% | Reduce |
| Goldman Sachs Group history | 987.15K | $5.22M | 0.00% | Reduce |
| Balyasny Asset Management history | 867.72K | $4.59M | 0.01% | Add |
| Franklin Resources history | 839.08K | $4.44M | 0.00% | Reduce |
| Bank of America Corp history | 704.60K | $3.73M | 0.00% | Add |
| Charles Schwab Investment Management history | 630.58K | $3.34M | 0.00% | Reduce |
| Millennium Management history | 621.42K | $3.29M | 0.00% | Reduce |
| Morgan Stanley history | 610.99K | $3.23M | 0.00% | Reduce |
| Northern Trust Corp history | 521.82K | $2.76M | 0.00% | Reduce |
| UBS Group AG history | 326.40K | $1.73M | 0.00% | Reduce |
| AQR Capital Management history | 307.43K | $1.63M | 0.00% | Add |
| Invesco Ltd history | 287.06K | $1.52M | 0.00% | Add |
| Citigroup Inc history | 282.18K | $1.49M | 0.00% | Reduce |
| BNY Mellon history | 195.51K | $1.03M | 0.00% | Add |
| Renaissance Technologies history | 157.70K | $834.22K | 0.00% | Reduce |
| D. E. Shaw & Co history | 130.87K | $692.28K | 0.00% | Add |
| Deutsche Bank AG history | 50.69K | $268.17K | 0.00% | Add |
| Wells Fargo & Co history | 33.79K | $178.75K | 0.00% | Reduce |
| Manulife Financial history | 18.05K | $95.46K | 0.00% | Reduce |
| Prudential Financial history | 10.15K | $53.69K | 0.00% | New |
| Legal & General Investment Management America history | 9.93K | $52.55K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 6.64K | $35.12K | 0.00% | Add |
| PNC Financial Services history | 1.21K | $6.42K | 0.00% | Add |
| T. Rowe Price Associates history | 44.18K | $234 | 0.00% | Add |
Q4 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.04M | $22.89M | 0.00% | Add |
| Vanguard Group history | 3.98M | $18.09M | 0.00% | Reduce |
| Goldman Sachs Group history | 3.52M | $15.96M | 0.00% | Add |
| Citadel Advisors history | 2.53M | $11.49M | 0.00% | Reduce |
| Millennium Management history | 2.28M | $10.35M | 0.00% | New |
| Geode Capital Management history | 1.68M | $7.61M | 0.00% | Add |
| Renaissance Technologies history | 1.20M | $5.47M | 0.01% | Add |
| Franklin Resources history | 1.12M | $5.08M | 0.00% | Reduce |
| Morgan Stanley history | 1.09M | $4.96M | 0.00% | Add |
| Bank of America Corp history | 681.86K | $3.10M | 0.00% | Add |
| Charles Schwab Investment Management history | 643.29K | $2.92M | 0.00% | Add |
| Point72 Asset Management history | 615.70K | $2.80M | 0.00% | Add |
| UBS Group AG history | 597.46K | $2.71M | 0.00% | Reduce |
| Northern Trust Corp history | 560.13K | $2.54M | 0.00% | Reduce |
| Citigroup Inc history | 388.14K | $1.76M | 0.00% | Add |
| JPMorgan Chase & Co history | 325.11K | $1.48M | 0.00% | Add |
| Balyasny Asset Management history | 263.05K | $1.19M | 0.00% | Reduce |
| Invesco Ltd history | 224.21K | $1.02M | 0.00% | Add |
| BNY Mellon history | 191.01K | $867.20K | 0.00% | Reduce |
| D. E. Shaw & Co history | 96.70K | $439.02K | 0.00% | New |
| Wells Fargo & Co history | 83.30K | $378.17K | 0.00% | Add |
| CPP Investments history | 75.30K | $341.86K | 0.00% | Add |
| AQR Capital Management history | 57.32K | $260.24K | 0.00% | Add |
| Deutsche Bank AG history | 42.47K | $192.81K | 0.00% | Reduce |
| Manulife Financial history | 20.36K | $92.41K | 0.00% | Add |
| Legal & General Investment Management America history | 9.93K | $45.10K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.54K | $16.09K | 0.00% | Add |
| PNC Financial Services history | 650 | $2.95K | 0.00% | Reduce |
| T. Rowe Price Associates history | 34.77K | $158 | 0.00% | Add |
Q3 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.20M | $33.52M | 0.00% | Reduce |
| BlackRock Inc history | 4.64M | $29.90M | 0.00% | Add |
| Citadel Advisors history | 2.67M | $17.20M | 0.00% | Reduce |
| Geode Capital Management history | 1.55M | $10.01M | 0.00% | Add |
| Franklin Resources history | 1.34M | $8.63M | 0.00% | Reduce |
| Janus Henderson Group history | 1.23M | $7.92M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.08M | $6.94M | 0.00% | Reduce |
| UBS Group AG history | 974.43K | $6.29M | 0.00% | Add |
| Morgan Stanley history | 776.50K | $5.01M | 0.00% | Add |
| Northern Trust Corp history | 606.25K | $3.91M | 0.00% | Add |
| Renaissance Technologies history | 516.10K | $3.33M | 0.00% | Add |
| Charles Schwab Investment Management history | 494.91K | $3.19M | 0.00% | Add |
| Balyasny Asset Management history | 419.26K | $2.70M | 0.00% | New |
| Bank of America Corp history | 246.87K | $1.59M | 0.00% | Reduce |
| Point72 Asset Management history | 221.11K | $1.43M | 0.00% | New |
| BNY Mellon history | 205.92K | $1.33M | 0.00% | Add |
| Invesco Ltd history | 146.36K | $944.00K | 0.00% | Add |
| Legal & General Investment Management America history | 74.06K | $477.66K | 0.00% | Hold |
| JPMorgan Chase & Co history | 60.72K | $391.67K | 0.00% | Reduce |
| Wells Fargo & Co history | 56.59K | $365.01K | 0.00% | Add |
| CPP Investments history | 44.90K | $289.61K | 0.00% | New |
| Deutsche Bank AG history | 43.20K | $278.65K | 0.00% | Reduce |
| AQR Capital Management history | 25.93K | $167.28K | 0.00% | Add |
| Manulife Financial history | 19.27K | $124.31K | 0.00% | Reduce |
| Citigroup Inc history | 11.12K | $71.71K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.75K | $17.74K | 0.00% | Add |
| PNC Financial Services history | 1.12K | $7.22K | 0.00% | Reduce |
| T. Rowe Price Associates history | 29.66K | $192 | 0.00% | Add |
Q2 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.86M | $68.38M | 0.00% | Add |
| BlackRock Inc history | 4.13M | $48.14M | 0.00% | Add |
| BlackRock Inc history | 4.13M | $48.14M | 0.00% | Add |
| Citadel Advisors history | 2.88M | $33.65M | 0.01% | Add |
| Citadel Advisors history | 2.88M | $33.65M | 0.01% | Add |
| Geode Capital Management history | 1.40M | $16.35M | 0.00% | Add |
| Franklin Resources history | 1.34M | $15.69M | 0.00% | Add |
| Goldman Sachs Group history | 1.29M | $15.03M | 0.00% | Add |
| Goldman Sachs Group history | 1.29M | $15.03M | 0.00% | Add |
| Janus Henderson Group history | 1.26M | $14.65M | 0.01% | Hold |
| UBS Group AG history | 914.84K | $10.68M | 0.00% | Add |
| Millennium Management history | 677.22K | $7.90M | 0.00% | Add |
| Morgan Stanley history | 655.63K | $7.65M | 0.00% | Add |
| Morgan Stanley history | 655.63K | $7.65M | 0.00% | Add |
| First Eagle Investment Management history | 577.85K | $6.74M | 0.01% | Add |
| Northern Trust Corp history | 552.18K | $6.44M | 0.00% | Add |
| JPMorgan Chase & Co history | 541.65K | $6.32M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 541.65K | $6.32M | 0.00% | Reduce |
| Bank of America Corp history | 533.06K | $6.22M | 0.00% | Add |
| Charles Schwab Investment Management history | 483.22K | $5.64M | 0.00% | Add |
| Baron Funds history | 384.55K | $4.49M | 0.01% | Hold |
| Renaissance Technologies history | 347.44K | $4.05M | 0.01% | Add |
| Renaissance Technologies history | 347.44K | $4.05M | 0.01% | Add |
| BNY Mellon history | 199.57K | $2.33M | 0.00% | Add |
| Deutsche Bank AG history | 128.14K | $1.50M | 0.00% | Add |
| Deutsche Bank AG history | 128.14K | $1.50M | 0.00% | Add |
| Invesco Ltd history | 110.41K | $1.29M | 0.00% | Reduce |
| Two Sigma Investments history | 84.23K | $983.02K | 0.00% | Reduce |
| Two Sigma Investments history | 84.23K | $983.02K | 0.00% | Reduce |
| Legal & General Investment Management America history | 74.06K | $864.23K | 0.00% | Add |
| Principal Global Investors history | 65.91K | $769.17K | 0.00% | Reduce |
| Wells Fargo & Co history | 45.50K | $530.98K | 0.00% | Add |
| Citigroup Inc history | 27.89K | $325.45K | 0.00% | Reduce |
| Manulife Financial history | 20.47K | $238.84K | 0.00% | Add |
| AQR Capital Management history | 15.34K | $179.03K | 0.00% | Reduce |
| PNC Financial Services history | 2.60K | $30.30K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.35K | $15.77K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.35K | $15.77K | 0.00% | Reduce |
| Lazard Asset Management history | 381.98K | $4.46K | 0.01% | Add |
| T. Rowe Price Associates history | 28.22K | $330 | 0.00% | Add |
Q1 2025 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.58M | $66.38M | 0.00% | Hold |
| BlackRock Inc history | 4.00M | $47.51M | 0.00% | Reduce |
| BlackRock Inc history | 4.00M | $47.51M | 0.00% | Reduce |
| Geode Capital Management history | 1.35M | $16.03M | 0.00% | Add |
| Franklin Resources history | 1.33M | $15.84M | 0.01% | Add |
| Janus Henderson Group history | 1.26M | $14.94M | 0.01% | Add |
| Citadel Advisors history | 1.18M | $14.08M | 0.00% | Reduce |
| Citadel Advisors history | 1.18M | $14.08M | 0.00% | Reduce |
| UBS Group AG history | 787.08K | $9.36M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 590.39K | $7.02M | 0.00% | Add |
| JPMorgan Chase & Co history | 590.39K | $7.02M | 0.00% | Add |
| Morgan Stanley history | 529.76K | $6.30M | 0.00% | Reduce |
| Morgan Stanley history | 529.76K | $6.30M | 0.00% | Reduce |
| Northern Trust Corp history | 498.33K | $5.93M | 0.00% | Reduce |
| First Eagle Investment Management history | 494.35K | $5.88M | 0.01% | Add |
| Charles Schwab Investment Management history | 461.38K | $5.49M | 0.00% | Hold |
| Baron Funds history | 384.55K | $4.57M | 0.01% | Reduce |
| Goldman Sachs Group history | 366.94K | $4.36M | 0.00% | Reduce |
| Goldman Sachs Group history | 366.94K | $4.36M | 0.00% | Reduce |
| Point72 Asset Management history | 347.07K | $4.13M | 0.01% | New |
| Point72 Asset Management history | 347.07K | $4.13M | 0.01% | New |
| Marshall Wace history | 239.89K | $2.85M | 0.00% | Reduce |
| BNY Mellon history | 183.84K | $2.19M | 0.00% | Reduce |
| Bank of America Corp history | 180.06K | $2.14M | 0.00% | Add |
| Invesco Ltd history | 173.93K | $2.07M | 0.00% | Add |
| Two Sigma Investments history | 133.83K | $1.59M | 0.00% | Reduce |
| Two Sigma Investments history | 133.83K | $1.59M | 0.00% | Reduce |
| Deutsche Bank AG history | 126.98K | $1.51M | 0.00% | Reduce |
| Deutsche Bank AG history | 126.98K | $1.51M | 0.00% | Reduce |
| Principal Global Investors history | 121.52K | $1.44M | 0.00% | New |
| Millennium Management history | 60.23K | $716.13K | 0.00% | New |
| Legal & General Investment Management America history | 50.94K | $605.69K | 0.00% | Reduce |
| Citigroup Inc history | 46.39K | $551.62K | 0.00% | Reduce |
| Wells Fargo & Co history | 44.91K | $533.98K | 0.00% | Hold |
| Balyasny Asset Management history | 38.77K | $461.00K | 0.00% | New |
| Renaissance Technologies history | 37.10K | $441.08K | 0.00% | Reduce |
| Renaissance Technologies history | 37.10K | $441.08K | 0.00% | Reduce |
| AQR Capital Management history | 26.76K | $318.18K | 0.00% | New |
| Manulife Financial history | 19.39K | $230.58K | 0.00% | Reduce |
| CPP Investments history | 9.40K | $111.77K | 0.00% | New |
| CPP Investments history | 9.40K | $111.77K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 2.17K | $25.83K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.17K | $25.83K | 0.00% | Add |
| PNC Financial Services history | 1.10K | $13.09K | 0.00% | Hold |
| T. Rowe Price Associates history | 23.86K | $284 | 0.00% | Add |
| Lazard Asset Management history | 13.91K | $165 | 0.00% | New |
New Positions (Q2 2026)
- Point72 Asset Management 99.89K sh · $473.46K
- JPMorgan Chase & Co 32.71K sh · $155.37K
- Two Sigma Investments 12.10K sh · $57.35K
Fully Exited (vs previous quarter)
- Franklin Resources sold 839.08K sh · $4.44M
- D. E. Shaw & Co sold 130.87K sh · $692.28K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 4.91M | 5.12M | 5.04M | 4.64M | 4.13M | 4.00M | 4.38M | 4.09M | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | 2.34M | 1.70M | — | — | — | 239.89K | 1.75M | 1.62M | 1.41M | 1.52M | 1.10M | 456.32K | 75.97K | 328.81K | 443.09K | 43.30K | — | — | 2.59K |
| Geode Capital Management | 1.81M | 1.67M | 1.68M | 1.55M | 1.40M | 1.35M | 1.28M | 1.27M | 1.22M | 1.04M | 1.01M | 960.18K | 831.38K | 716.75K | 585.01K | 462.77K | 367.55K | 361.00K | 366.56K |
| Goldman Sachs Group | 1.42M | 987.15K | 3.52M | 1.08M | 1.29M | 366.94K | 816.48K | 481.89K | 441.70K | 588.95K | 430.73K | 397.68K | 433.38K | 510.34K | 186.85K | 110.29K | 37.43K | 38.91K | — |
| Millennium Management | 1.23M | 621.42K | 2.28M | — | 677.22K | 60.23K | — | 1.52M | 392.17K | 65.42K | 117.15K | 270.34K | 505.51K | 124.30K | 150.53K | 19.56K | 616.57K | — | — |
| AQR Capital Management | 1.08M | 307.43K | 57.32K | 25.93K | 15.34K | 26.76K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 736.16K | 610.99K | 1.09M | 776.50K | 655.63K | 529.76K | 1.16M | 922.15K | 618.10K | 596.53K | 537.48K | 227.89K | 267.20K | 254.67K | 234.23K | 292.72K | 125.32K | 154.65K | 81.60K |
| Charles Schwab Investment Management | 635.07K | 630.58K | 643.29K | 494.91K | 483.22K | 461.38K | 462.26K | 458.42K | 431.83K | 383.94K | 378.12K | 362.39K | 308.30K | 294.67K | 245.64K | 197.24K | 146.65K | 157.65K | 149.15K |
| Northern Trust Corp | 552.98K | 521.82K | 560.13K | 606.25K | 552.18K | 498.33K | 502.46K | 469.84K | 425.41K | 402.37K | 417.60K | 416.76K | 384.61K | 318.75K | 273.27K | 217.54K | 184.05K | 196.82K | 212.90K |
| Bank of America Corp | 326.54K | 704.60K | 681.86K | 246.87K | 533.06K | 180.06K | 154.87K | 98.00K | 135.23K | 92.17K | 101.49K | 77.91K | 82.33K | 77.02K | 76.36K | 257.10K | 107.81K | 413.15K | 15.24K |
| Citadel Advisors | 286.30K | 1.61M | 2.53M | 2.67M | 2.88M | 1.18M | 1.38M | 1.73M | 2.12M | 2.28M | 563.71K | 440.85K | 584.92K | 873.55K | 682.75K | 740.78K | 232.11K | 336.80K | 312.20K |
| Invesco Ltd | 276.76K | 287.06K | 224.21K | 146.36K | 110.41K | 173.93K | 58.65K | 58.36K | 97.75K | 56.51K | 33.91K | 53.34K | 33.10K | 27.67K | 19.16K | 10.66K | 11.31K | — | 416.84K |
| BNY Mellon | 196.37K | 195.51K | 191.01K | 205.92K | 199.57K | 183.84K | 185.03K | 174.79K | 211.87K | 165.22K | 179.57K | 163.61K | 145.87K | 99.36K | 93.44K | 75.05K | 59.18K | 70.64K | 67.13K |
| UBS Group AG | 183.03K | 326.40K | 597.46K | 974.43K | 914.84K | 787.08K | 2.39M | 939.38K | 205.19K | 62.36K | 53.90K | 30.11K | 59.99K | 14.26K | 27.92K | 46.95K | 42.22K | 59.74K | 107.02K |
| Point72 Asset Management | 99.89K | — | 615.70K | 221.11K | — | 347.07K | — | — | 97.34K | 857.78K | 538.63K | 85.09K | 1.05M | 169.19K | 327.70K | — | — | — | — |
| Citigroup Inc | 91.09K | 282.18K | 388.14K | 11.12K | 27.89K | 46.39K | 50.02K | 43.57K | 39.47K | 15.91K | 29.05K | 9.92K | 26.17K | 21.07K | 6.11K | 6.62K | 4.16K | 3.59K | 8.13K |
| Renaissance Technologies | 85.34K | 157.70K | 1.20M | 516.10K | 347.44K | 37.10K | 47.60K | — | — | 49.90K | 91.90K | 265.10K | 616.50K | 572.00K | 215.00K | — | — | — | 48.00K |
| Deutsche Bank AG | 65.67K | 50.69K | 42.47K | 43.20K | 128.14K | 126.98K | 131.83K | 115.92K | 18.72K | 24.10K | 27.97K | 27.80K | 23.82K | 21.09K | 13.88K | 10.36K | 9.97K | 13.35K | 14.86K |
| Wells Fargo & Co | 64.06K | 33.79K | 83.30K | 56.59K | 45.50K | 44.91K | 44.73K | 31.07K | 25.19K | 66.00K | 16.56K | 16.34K | 24.54K | 19.61K | 15.35K | 11.43K | 16.71K | 72.83K | 94.14K |
| JPMorgan Chase & Co | 32.71K | — | 325.11K | 60.72K | 541.65K | 590.39K | 46.18K | 46.91K | 134.84K | 201.43K | 62.13K | 153.15K | 60.12K | 2.12K | 32.97K | 25.76K | 19.95K | 74.76K | 161.30K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details