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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 %
SIS
2701
Sound Income Strategies
Florida
$544K +$42K +257 +8%
CCT
2702
Capital City Trust
Florida
$543K -$62.5K -382 -10%
LA
2703
Legacy Advisors
Pennsylvania
$543K +$3.11K +19 +0.6%
CP
2704
Capital Planning
Washington
$542K – – –
PDM
2705
Penn Davis McFarland
Texas
$542K +$295K +1,803 +119%
DJYG
2706
David J. Yvars Group
Florida
$541K +$1K +6 +0.2%
LB
2707
Leo Brokerage
Texas
$540K -$28.5K -174 -5%
PIA
2708
Powell Investment Advisors
Florida
$539K – – –
SAS
2709
Sanford Advisory Services
Michigan
$535K – – –
CRCM
2710
Corbett Road Capital Management
Virginia
$533K -$14.6K -89 -3%
LWM
2711
Liberty Wealth Management
California
$533K +$75.2K +458 +16%
NRI
2712
NFP Retirement Inc
California
$533K +$533K +3,255 New
ACM
2713
Alethea Capital Management
Washington
$532K -$791K -4,835 -60%
PTC
2714
Provident Trust Company
Wisconsin
$529K +$529K +3,232 New
ACP
2715
Aveo Capital Partners
Colorado
$528K +$13.8K +84 +3%
AWAP
2716
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$528K +$37.3K +228 +8%
CC
2717
Cypress Capital
Tennessee
$527K +$527K +3,218 New
LF
2718
Lee Financial
Texas
$526K +$2.95K +18 +0.6%
MSWMA
2719
Market Street Wealth Management Advisors
Indiana
$526K +$526K +3,216 New
WFM
2720
Wolff Financial Management
Michigan
$526K +$526K +3,216 New
PI
2721
Parkside Investments
Illinois
$525K +$1.47K +9 +0.3%
AA
2722
Advisory Alpha
Michigan
$525K +$96.3K +588 +22%
MAG
2723
Mayfair Advisory Group
Alabama
$524K +$44.7K +268 +9%
AI
2724
ArchPoint Investors
Florida
$523K +$523K +3,198 New
LRIA
2725
Leonard Rickey Investment Advisors
Washington
$520K +$42.3K +258 +9%
107 108
109
110 111