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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 %
TAIM
2776
Te Ahumairangi Investment Management
New Zealand
$475K -$1.28M -7,800 -73%
PWS
2777
Paragon Wealth Strategies
Florida
$474K +$2.29K +14 +0.5%
JWM
2778
JFG Wealth Management
Colorado
$473K – – –
T
2779
TNF
Montana
$473K +$473K +2,956 New
HKAM
2780
Horizon Kinetics Asset Management
New York
$470K -$1.64K -10 -0.3%
IWA
2781
IVC Wealth Advisors
Pennsylvania
$470K +$164 +1 +0%
RC
2782
Rovin Capital
Arizona
$470K +$3.93K +24 +0.8%
CC
2783
Callan Capital
California
$469K -$57.3K -350 -11%
TF
2784
Trek Financial
Arizona
$468K -$75.3K -460 -14%
FEM
2785
Fulcrum Equity Management
Texas
$468K +$210K +1,281 +81%
LWMG
2786
Levy Wealth Management Group
Pennsylvania
$466K +$2.46K +15 +0.5%
FC
2787
Financial Council
Maryland
$466K +$466K +2,844 New
CAWM
2788
Capital Advisors Wealth Management
Washington
$465K +$45K +275 +11%
CCMT
2789
CMT Capital Markets Trading
Germany
$465K +$465K +2,800 New
BAM
2790
Blueshift Asset Management
New Jersey
$462K -$8.16M -49,816 -95%
FA
2791
Fortis Advisors
Pennsylvania
$462K – – –
TFA
2792
Tranquilli Financial Advisor
New Jersey
$461K +$3.76K +23 +0.8%
CF
2793
Corrigan Financial
Rhode Island
$461K +$327 +2 +0.1%
SG
2794
Strid Group
Pennsylvania
$458K – – –
POIA
2795
Pin Oak Investment Advisors
Texas
$455K -$40.1K -245 -8%
PCM
2796
Pennsylvania Capital Management
Pennsylvania
$455K -$6.01K -35 -1%
GIM
2797
Guild Investment Management
California
$455K – – –
Verition Fund Management
2798
Verition Fund Management
Connecticut
$453K -$946K -5,776 -68%
TA
2799
Trellis Advisors
Washington
$453K -$328 -2 -0.1%
CFSG
2800
Community Financial Services Group
Vermont
$452K +$29.1K +178 +7%
110 111
112
113 114