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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 %
DWP
2601
Destiny Wealth Partners
Florida
$660K -$288K -1,762 -30%
WAM
2602
WNY Asset Management
New York
$658K -$4.27K -26 -0.6%
DW
2603
Domani Wealth
Pennsylvania
$657K -$9.17K -56 -1%
FI
2604
Fosun International
China
$657K – – –
Financial Engines Advisors
2605
Financial Engines Advisors
California
$656K -$177K -1,085 -21%
RCM
2606
Ratan Capital Management
Florida
$655K – – –
UWPG
2607
Ullmann Wealth Partners Group
Florida
$655K +$4.1K +25 +0.6%
CWP
2608
Curated Wealth Partners
California
$653K – – –
SAM
2609
S.A. Mason
Michigan
$652K – – –
NFSG
2610
Newbridge Financial Services Group
Florida
$652K +$35.5K +217 +6%
ACM
2611
AlphaCrest Capital Management
New York
$651K -$9.36M -57,167 -93%
PCFFS
2612
Pacific Center for Financial Services
California
$651K +$2.62K +16 +0.4%
FA
2613
Financial Advisors
Massachusetts
$649K – – –
NG
2614
Northstar Group
New York
$649K – – –
RCM
2615
Requisite Capital Management
Texas
$649K – – –
JFGLC
2616
Johnson Financial Group LLC (Colorado)
Colorado
$644K -$106K -647 -14%
ACWM
2617
Adams Chetwood Wealth Management
North Carolina
$644K +$10.6K +65 +2%
TSS
2618
Thomas Story & Son
Indiana
$642K – – –
FWM
2619
Filbrandt Wealth Management
Wisconsin
$641K +$3.93K +24 +0.6%
BFG
2620
Berger Financial Group
Minnesota
$641K +$32.1K +196 +5%
MA
2621
Mosaic Advisors
Texas
$639K +$3.93K +24 +0.6%
PCC
2622
Park Circle Company
Maryland
$638K – – –
RHBC
2623
R.H. Bluestein & Co
Michigan
$635K – – –
HWA
2624
Heartwood Wealth Advisors
Virginia
$635K +$14.7K +90 +2%
NIC
2625
Northwest Investment Counselors
Oregon
$633K +$56.3K +344 +10%
103 104
105
106 107