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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 %
SSW
2851
Smith Shellnut Wilson
Mississippi
$403K +$98.1K +600 +32%
WIA
2852
World Investment Advisors
California
$402K -$23.7K -145 -6%
WCFA
2853
Walkner Condon Financial Advisors
Wisconsin
$401K +$49.5K +302 +14%
AWP
2854
Abacus Wealth Partners
California
$401K -$138K -841 -26%
BMCM
2855
Bryn Mawr Capital Management
Pennsylvania
$400K +$164 +1 +0%
Q
2856
QVR
California
$400K +$34.1K +208 +9%
T
2857
TOBAM
France
$400K +$111K +679 +38%
AL
2858
Arnhold LLC
New York
$395K – – –
AMCA
2859
Arthur M. Cohen & Associates
Illinois
$393K – – –
BDFN
2860
Bond & Devick Financial Network
Minnesota
$393K +$16.4K +100 +4%
TSS
2861
Two Sigma Securities
New York
$392K +$392K +2,396 New
NCMW
2862
Northern Capital Management (Washington)
Washington
$391K – – –
WFA
2863
Websterrogers Financial Advisors
South Carolina
$389K +$1.96K +12 +0.5%
Qube Research & Technologies (QRT)
2864
Qube Research & Technologies (QRT)
United Kingdom
$387K +$387K +2,364 New
GFPC
2865
Global Financial Private Client
Florida
$387K -$97.5K -583 -20%
TI
2866
Truepoint Inc
Ohio
$386K -$19.3K -118 -5%
MWM
2867
Madison Wealth Management
Ohio
$386K – – –
AWM
2868
Atticus Wealth Management
Florida
$384K -$1.64K -10 -0.4%
IP
2869
Isthmus Partners
Wisconsin
$383K – – –
GAMC
2870
Garner Asset Management Corp
Texas
$380K +$164 +1 +0%
F
2871
F3Logic
Minnesota
$380K +$488 +3 +0.1%
MF
2872
Manchester Financial
California
$379K -$32.1K -196 -8%
JI
2873
Jeereddi Investments
California
$379K – – –
RVPG
2874
Relative Value Partners Group
$378K -$81.6K -498 -18%
NC
2875
NovaPoint Capital
Georgia
$375K +$37.6K +230 +11%
113 114
115
116 117