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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 %
AIIMS
2676
Analyst IMS Investment Management Services
Israel
$575K +$36.2K +221 +7%
RF
2677
Robbins Farley
New Hampshire
$575K +$575K +3,511 New
VFP
2678
Verus Financial Partners
Virginia
$574K +$41.3K +248 +8%
CHA
2679
Cooper/Haims Advisors
New York
$573K – – –
CI
2680
Clal Insurance
Israel
$573K +$246K +1,500 +75%
DCM
2681
Dimension Capital Management
Florida
$572K – – –
DA
2682
DSC Advisors
Illinois
$567K +$36.7K +224 +7%
HCM
2683
Hutner Capital Management
Vermont
$563K -$85.6K -523 -13%
CA
2684
Crewe Advisors
Utah
$563K -$44.2K -270 -7%
FOA
2685
Five Oceans Advisors
California
$562K +$562K +3,431 New
FCM
2686
Firestone Capital Management
Florida
$558K – – –
MAM
2687
Morse Asset Management
Connecticut
$558K +$327K +2,000 +142%
RA
2688
Riversedge Advisors
Delaware
$556K +$113K +690 +25%
HHAM
2689
HITE Hedge Asset Management
Massachusetts
$555K – – –
RGC
2690
Roberts, Glore & Co
Illinois
$555K +$81.8K +500 +17%
IGGA
2691
Iron Gate Global Advisors
Utah
$553K -$7.68K -47 -1%
MWM
2692
Mascoma Wealth Management
New Hampshire
$553K -$1.64K -10 -0.3%
CIA
2693
Cascade Investment Advisors
Oregon
$552K – – –
FRA
2694
Frank Rimerman Advisors
California
$552K -$70.9K -433 -11%
XS
2695
XR Securities
Illinois
$551K -$876K -5,355 -61%
FA
2696
Fountainhead AM
New Jersey
$550K -$156K -955 -22%
OFS
2697
Oldfather Financial Services
Nebraska
$549K +$667 +4 +0.1%
MWM
2698
MinichMacGregor Wealth Management
New York
$548K -$27.6K -169 -5%
GM
2699
GeoWealth Management
Illinois
$545K -$54.5K -333 -9%
FNBOMD
2700
First National Bank of Mount Dora
Florida
$545K +$13.4K +82 +3%
106 107
108
109 110