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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 %
WCF
2626
West Coast Financial
California
$633K +$308K +1,883 +95%
ONST
2627
Old North State Trust
North Carolina
$631K – – –
NED
2628
Nancy E. Dempze
$630K – – –
PLFAM
2629
Pineno Levin & Ford Asset Management
Virginia
$627K – – –
CA
2630
Centerpoint Advisors
Massachusetts
$626K +$6.55K +40 +1%
AIA
2631
Angeles Investment Advisors
California
$626K +$626K +3,826 New
AP
2632
Adero Partners
California
$624K -$9.01K -55 -1%
STAS
2633
Strong Tower Advisory Services
Minnesota
$624K +$624K +3,878 New
FA
2634
Forefront Analytics
Pennsylvania
$622K +$11.1K +68 +2%
FWM
2635
FFT Wealth Management
Pennsylvania
$621K +$57.4K +351 +10%
BHA
2636
Beech Hill Advisors
New York
$616K – – –
BWLSA
2637
Blue Water Life Science Advisors
California
$616K – – –
MF
2638
Montis Financial
Massachusetts
$615K +$7.69K +46 +1%
EIA
2639
Edgemoor Investment Advisors
Maryland
$614K -$73.6K -450 -11%
TFF
2640
The Family Firm
Maryland
$614K +$2.56K +15 +0.4%
EF
2641
Empowered Funds
Pennsylvania
$613K -$1.65M -10,103 -73%
FFA
2642
Fi3 Financial Advisors
Indiana
$613K – – –
EA
2643
Elm Advisors
California
$613K +$21.6K +132 +4%
SNBOSD
2644
Security National Bank of So Dak
Iowa
$612K +$195K +1,193 +47%
FBB
2645
Fulton Breakefield Broenniman
Maryland
$611K -$11.1K -68 -2%
WCM
2646
Washburn Capital Management
Florida
$610K -$48.3K -295 -7%
NA
2647
Nottingham Advisors
New York
$607K – – –
HG
2648
Harbor Group
New Hampshire
$606K +$164 +1 +0%
ADMI
2649
Albert D. Mason Inc
Massachusetts
$605K +$9.82K +60 +2%
WG
2650
Winton Group
United Kingdom
$604K +$113K +689 +23%
104 105
106
107 108