JPM icon

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 %
SFG
2801
Snider Financial Group
Washington
$450K -$2.72K -16 -0.6%
ASFA
2802
All Season Financial Advisors
Colorado
$449K -$16.5K -101 -4%
WI
2803
Wedgewood Investors
Pennsylvania
$449K +$2.46K +15 +0.6%
PHAM
2804
Palisades Hudson Asset Management
Florida
$449K +$142K +867 +46%
SAG
2805
Spotlight Asset Group
Illinois
$448K -$174K -1,066 -28%
HWM
2806
Howard Wealth Management
Connecticut
$448K -$27K -165 -6%
MMHP
2807
Murphy Middleton Hinkle & Parker
Georgia
$448K +$164 +1 +0%
SAM
2808
Sycomore Asset Management
France
$448K +$265K +1,600 +145%
RC
2809
Reik & Co
New York
$446K – – –
MPAM
2810
Murphy Pohlad Asset Management
Minnesota
$446K – – –
CC
2811
Capital Counsel
New York
$445K – – –
AW
2812
Avion Wealth
Texas
$445K – – –
DSAM
2813
Dock Street Asset Management
Florida
$444K – – –
HGWM
2814
Horst & Graben Wealth Management
Oregon
$444K +$819 +5 +0.2%
AFG
2815
Affinia Financial Group
Massachusetts
$443K -$9.23K -54 -2%
PCM
2816
Piedmont Capital Management
Montana
$442K -$26.3K -161 -6%
KOC
2817
Koss-Olinger Consulting
Florida
$442K – – –
CGH
2818
CMG Global Holdings
Texas
$441K -$340K -2,074 -43%
PCMC
2819
Private Capital Management (Colorado)
Colorado
$440K +$49.6K +303 +13%
MAM
2820
Marotta Asset Management
Virginia
$440K – – –
CWA
2821
Capital Wealth Alliance
Arizona
$438K +$500 +3 +0.1%
AIA
2822
AIMZ Investment Advisors
California
$432K +$40.9K +250 +10%
PWM
2823
Praetorian Wealth Management
California
$430K – – –
AWM
2824
Arbor Wealth Management
Florida
$429K +$202K +1,232 +89%
AWM
2825
Aprio Wealth Management
Georgia
$428K +$4.42K +27 +1%
111 112
113
114 115