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JPMorgan Chase
JPM

Overview Fund Activity

3,219 hedge funds and large institutions have $385B invested in JPMorgan Chase in 2021 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 1,503 increasing their positions, 1,224 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,219
Holders Change
-6
Holders Change %
-0.19%
% of All Funds
56.53%
Holding in Top 10
651
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.86%
% of All Funds
11.43%
New
129
Increased
1,503
Reduced
1,224
Closed
90
Calls
$6.36B
Puts
$9.91B
Net Calls
-$3.55B
Net Calls Change
-$921M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$676M
2
Capital World Investors
Capital World Investors
California
+$453M
3
AS
Altshuler Shaham
Israel
+$329M
4
Barclays
Barclays
United Kingdom
+$305M
5
Franklin Resources
Franklin Resources
California
+$299M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$41.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.14B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$992M
4
BlackRock
BlackRock
New York
-$807M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$637M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPI
2476
Santori & Peters Inc
Pennsylvania
$848K +$2.95K +18 +0.3%
GPWA
2477
Great Point Wealth Advisors
Massachusetts
$841K – – –
RWI
2478
Red Wave Investments
Pennsylvania
$839K -$3.93K -24 -0.5%
SAM
2479
Seelaus Asset Management
New Jersey
$838K – – –
CF
2480
Copperwynd Financial
Arizona
$837K +$7.37K +45 +0.9%
DWM
2481
Darwin Wealth Management
Florida
$836K -$90K -550 -10%
MIC
2482
Meridian Investment Counsel
California
$836K – – –
AWM
2483
Avondale Wealth Management
Texas
$835K +$98.2K +600 +13%
RWM
2484
Reston Wealth Management
Virginia
$834K +$6.22K +38 +0.8%
HCP
2485
Hexagon Capital Partners
Arkansas
$828K -$2.95K -18 -0.4%
AWMT
2486
AAFMAA Wealth Management & Trust
North Carolina
$827K -$4.03M -24,622 -83%
WA
2487
Winfield Associates
Ohio
$824K +$40.9K +250 +5%
FP
2488
Financial Perspectives
Minnesota
$824K +$29.6K +181 +4%
FVWA
2489
Foster Victor Wealth Advisors
South Carolina
$822K -$35K -214 -4%
VF
2490
Virtu Financial
New York
$822K +$822K +5,020 New
GWM
2491
Gray Wealth Management
Maine
$821K +$6.71K +41 +0.8%
BCM
2492
Brown Capital Management
Maryland
$818K -$210K -1,285 -20%
GA
2493
Greenhaven Associates
New York
$818K – – –
HA
2494
HYA Advisors
Missouri
$818K +$1.33K +8 +0.2%
GWS
2495
Glassman Wealth Services
Virginia
$816K +$84.1K +514 +11%
VFPI
2496
Vantage Financial Partners (Illinois)
Illinois
$814K -$16.4K -100 -2%
GP
2497
Geneva Partners
Wisconsin
$813K -$527K -3,220 -39%
ICP
2498
Interchange Capital Partners
Pennsylvania
$813K -$116K -710 -13%
BIMC
2499
Benson Investment Management Company
Virginia
$810K – – –
SEP
2500
Southland Equity Partners
Missouri
$809K +$97.6K +596 +14%
98 99
100
101 102