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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 %
OHU
2501
Odey Holdings (UK)
United Kingdom
$809K +$351K +2,142 +77%
IWN
2502
Independent Wealth Network
Iowa
$809K +$809K +4,746 New
AFG
2503
Arkansas Financial Group
Arkansas
$808K -$26.8K -164 -3%
SWA
2504
Sax Wealth Advisors
New Jersey
$808K -$5.89K -36 -0.7%
BEI
2505
Benjamin Edwards Inc
Missouri
$807K +$213K +1,301 +36%
DIM
2506
Delta Investment Management
California
$805K +$164 +1 +0%
CPSC
2507
Carl P. Sherr & Co
Massachusetts
$797K -$491 -3 -0.1%
DL
2508
DOHJ LLC
Washington
$796K +$2.04K +12 +0.3%
P
2509
&Partners
Tennessee
$795K +$25.9K +158 +3%
SAA
2510
Southeast Asset Advisors
Georgia
$795K +$58.6K +358 +8%
FB
2511
First Bancorp
Maine
$795K +$795K +4,857 New
EWP
2512
Engrave Wealth Partners
Texas
$794K -$98.2K -600 -11%
MCM
2513
Monument Capital Management
Virginia
$794K +$359K +2,195 +83%
HI
2514
Humankind Investments
New York
$794K +$380K +2,319 +92%
CWM
2515
Centric Wealth Management
Illinois
$791K -$32.6K -199 -4%
MTC
2516
McDaniel Terry & Co
Texas
$789K – – –
GWSG
2517
GPS Wealth Strategies Group
Colorado
$788K -$2.62K -16 -0.3%
GC
2518
Garde Capital
Washington
$787K +$45.5K +278 +6%
TWM
2519
TriaGen Wealth Management
California
$786K -$22.3K -136 -3%
MCM
2520
Marathon Capital Management
Maryland
$786K +$156K +954 +25%
LSWM
2521
Lorne Steinberg Wealth Management
Canada
$783K -$20.5K -125 -3%
MPW
2522
Monterey Private Wealth
California
$781K -$14.7K -87 -2%
CA
2523
CGN Advisors
Kansas
$781K +$92.3K +564 +13%
BWM
2524
Birchcreek Wealth Management
Ohio
$780K +$6.88K +42 +0.9%
RCG
2525
Rock Creek Group
District of Columbia
$778K -$367K -2,243 -32%
99 100
101
102 103