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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 %
OA
2651
Oxbow Advisors
Texas
$603K +$180K +1,102 +43%
CAGAS
2652
Capital Advisory Group Advisory Services
Minnesota
$602K +$57.8K +353 +11%
DWA
2653
Dougherty Wealth Advisers
Minnesota
$601K – – –
FNC
2654
First National Corp
Massachusetts
$600K +$29.5K +180 +5%
CL
2655
CIM LLC
New York
$598K – – –
GWM
2656
Gitterman Wealth Management
New Jersey
$596K – – –
SWK
2657
Stephen W. Kidder
$595K – – –
APC
2658
Aspire Private Capital
North Carolina
$594K -$6.87K -42 -1%
SNBOSCI
2659
Security National Bank of Sioux City Iowa
Iowa
$594K +$7.36K +45 +1%
CWM
2660
Cranbrook Wealth Management
Michigan
$593K +$11.5K +70 +2%
RBCM
2661
Raub Brock Capital Management
California
$592K – – –
PP
2662
Patron Partners
Texas
$592K +$4.42K +27 +0.8%
SPWG
2663
Sage Private Wealth Group
Illinois
$591K +$5.24K +32 +0.9%
HCA
2664
Heck Capital Advisors
Wisconsin
$590K -$10.1K -62 -2%
CG
2665
Cutler Group
California
$589K -$17.8M -108,727 -97%
GC
2666
Grace Capital
Massachusetts
$589K -$16.7K -102 -3%
TPW
2667
Tiller Private Wealth
Pennsylvania
$587K +$164 +1 +0%
SLA
2668
Silver Lake Advisory
Utah
$585K – – –
FSC
2669
Full Sail Capital
Oklahoma
$584K – – –
SWG
2670
Summit Wealth Group
Vermont
$584K +$22.3K +136 +4%
MHI
2671
Miller Howard Investments
New York
$582K +$5.9K +36 +1%
GAM
2672
Gould Asset Management
California
$580K +$177K +1,080 +44%
TIM
2673
Total Investment Management
Arizona
$577K -$2.62K -16 -0.5%
SDH
2674
Sloy Dahl & Holst
Washington
$577K +$65K +397 +13%
LAI
2675
Legal Advantage Investments
California
$576K – – –
105 106
107
108 109