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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 %
MCA
2576
Morris Capital Advisors
Pennsylvania
$687K -$49K -299 -7%
BAM
2577
Beaumont Asset Management
Texas
$687K +$50.4K +308 +8%
MFGM
2578
Marshall Financial Group (Maryland)
Maryland
$685K -$32.4K -198 -5%
KCM
2579
Kathmere Capital Management
Pennsylvania
$682K +$191K +1,166 +39%
FA
2580
Fermata Advisors
California
$678K -$32.8K -200 -5%
CG
2581
Corundum Group
Colorado
$677K +$2.13K +13 +0.3%
NWS
2582
Newport Wealth Strategies
California
$677K +$9.49K +58 +1%
CPC
2583
Consolidated Planning Corp
Georgia
$676K -$3.93K -24 -0.6%
BWA
2584
Bordeaux Wealth Advisors
California
$675K +$74.8K +457 +12%
HIS
2585
Harvest Investment Services
Illinois
$672K +$981 +6 +0.1%
EA
2586
Emerald Advisors
Washington
$672K +$21K +128 +3%
SRSA
2587
S.R. Schill & Associates
Washington
$670K -$130K -792 -16%
SICM
2588
Sustainable Insight Capital Management
New York
$670K +$30.4K +186 +5%
TIM
2589
Tortoise Investment Management
New York
$669K +$1.31K +8 +0.2%
AC
2590
Annandale Capital
Texas
$668K – – –
SCM
2591
Stonehearth Capital Management
Massachusetts
$668K +$7.53K +46 +1%
SFS
2592
Solitude Financial Services
Virginia
$667K -$1.61M -9,804 -71%
MWM
2593
Merriman Wealth Management
Washington
$667K -$93.2K -569 -12%
FSG
2594
Financial Strategies Group
Michigan
$667K +$91.8K +561 +16%
TI
2595
Truehand Inc
New Hampshire
$666K – – –
IAP
2596
Indie Asset Partners
Indiana
$666K +$143K +875 +27%
BCP
2597
Berkeley Capital Partners
Georgia
$662K -$4.58K -28 -0.7%
CL
2598
COWA LLC
Oklahoma
$661K – – –
PWS
2599
Private Wealth Strategies
Ohio
$661K +$23.1K +141 +4%
AP
2600
Arlington Partners
Alabama
$661K +$582K +3,559 +741%
102 103
104
105 106