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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 %
Simplex Trading
2526
Simplex Trading
Illinois
$775K +$775K +4,940 New
WCM
2527
Wedge Capital Management
North Carolina
$772K -$11.8K -72 -2%
AIA
2528
Arbor Investment Advisors
North Carolina
$772K – – –
DAM
2529
Diamant Asset Management
Connecticut
$763K +$763K +4,661 New
FHC
2530
First Heartland Consultants
Missouri
$762K +$4.26K +26 +0.6%
BRG
2531
Bay Rivers Group
Virginia
$760K +$13.1K +80 +2%
TCOO
2532
Trust Company of Oklahoma
Oklahoma
$756K – – –
ARMC
2533
American Research & Management Company
Massachusetts
$752K – – –
RHDIC
2534
R.H. Dinel Investment Counsel
California
$752K – – –
SFG
2535
Sather Financial Group
Texas
$752K +$526K +3,210 +232%
GG
2536
GenWealth Group
New Jersey
$750K – – –
WA1
2537
Wimmer Associates 1
California
$749K -$6.55K -40 -0.9%
AA
2538
Addison Advisors
Vermont
$747K +$164 +1 +0%
HPC
2539
Hobart Private Capital
North Carolina
$746K -$44.4K -271 -6%
Alyeska Investment Group
2540
Alyeska Investment Group
Illinois
$745K +$745K +4,549 New
CAM
2541
Campion Asset Management
Virginia
$743K -$4.59K -28 -0.6%
MIM
2542
Merrion Investment Management
New Jersey
$743K – – –
MGWM
2543
Marks Group Wealth Management
Minnesota
$740K +$257K +1,574 +53%
GSIS
2544
Global Strategic Investment Solutions
Arizona
$739K +$76.2K +466 +12%
FMI
2545
F/M Investments
District of Columbia
$738K +$52.4K +320 +8%
ACA
2546
Affinity Capital Advisors
California
$733K -$65.3K -399 -8%
RAM
2547
Riggs Asset Management
Pennsylvania
$733K +$2.62K +16 +0.4%
HWA
2548
HHM Wealth Advisors
Tennessee
$729K – – –
WC
2549
Westhampton Capital
North Carolina
$728K -$156K -950 -18%
MJRIC
2550
Mogy Joel R Investment Counsel
California
$727K – – –
100 101
102
103 104