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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 %
MC
2751
Matisse Capital
Oregon
$496K +$9K +55 +2%
TCM
2752
Tuttle Capital Management
Connecticut
$495K +$226K +1,380 +84%
ESCM
2753
Echo Street Capital Management
New York
$493K -$396K -2,419 -45%
MAG
2754
MRA Advisory Group
New Jersey
$493K +$2.29K +14 +0.5%
AIS
2755
American Investment Services
Massachusetts
$493K +$2.95K +18 +0.6%
EAM
2756
Eukles Asset Management
Ohio
$492K +$36.2K +221 +8%
HC
2757
Hourglass Capital
Texas
$491K +$1.64K +10 +0.3%
OKSA
2758
O'Keefe Stevens Advisory
New York
$490K – – –
BWM
2759
BT Wealth Management
Georgia
$489K – – –
ACA
2760
Ackerman Capital Advisors
Texas
$489K +$982 +6 +0.2%
FG
2761
Foster Group
Iowa
$488K +$164 +1 +0%
EWA
2762
Evolution Wealth Advisors
Florida
$486K +$11.5K +70 +2%
GII
2763
Gryphon International Investment
Ontario, Canada
$486K +$486K +2,972 New
WW
2764
Westshore Wealth
California
$485K -$966K -5,904 -67%
SAM
2765
Sequent Asset Management
Texas
$485K +$72.5K +443 +18%
GAM
2766
Gemmer Asset Management
California
$484K +$5.08K +31 +1%
SLWS
2767
Swaine & Leidel Wealth Services
Florida
$484K +$484K +2,961 New
PFA
2768
Pure Financial Advisors
California
$481K +$51.4K +314 +12%
ZF
2769
Zhang Financial
Michigan
$481K +$210K +1,280 +77%
AC
2770
Avenir Corporation
Virginia
$479K – – –
MCM
2771
Magnolia Capital Management
New York
$479K +$479K +2,925 New
HC
2772
Hamilton Capital
Ohio
$478K +$176K +1,078 +58%
CCA
2773
Column Capital Advisors
Indiana
$476K -$1.31K -8 -0.3%
AWS
2774
Arkfeld Wealth Strategies
Nebraska
$476K +$852 +5 +0.2%
HI
2775
Hendershot Investments
Virginia
$476K +$476K +2,908 New
109 110
111
112 113