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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 %
EI
2876
Ellevest Inc
New York
$374K -$64.4K -393 -15%
AIL
2877
AGF Investments LLC
Ontario, Canada
$373K -$31.1K -190 -8%
SAM
2878
SP Asset Management
California
$372K +$1.01K +6 +0.3%
WFG
2879
Wills Financial Group
Virginia
$370K – – –
JC
2880
Jacobs & Co
California
$368K -$4.9K -30 -1%
RHJA
2881
Rice Hall James & Associates
California
$368K – – –
RWA
2882
Redhawk Wealth Advisors
Minnesota
$367K -$466K -2,847 -56%
FAN
2883
Financial Advisors Network
California
$367K +$27.6K +165 +8%
CC
2884
Centiva Capital
New York
$366K -$4.26M -25,990 -92%
IIA
2885
ICW Investment Advisors
Arizona
$366K +$164 +1 +0%
OPWM
2886
Oxinas Partners Wealth Management
Indiana
$365K +$983 +6 +0.3%
OWA
2887
One Wealth Advisors
California
$364K -$34.9K -213 -9%
DAM
2888
Deltec Asset Management
New York
$364K – – –
MWP
2889
Meridian Wealth Partners
Pennsylvania
$361K +$8.67K +53 +2%
IPW
2890
IronBridge Private Wealth
Texas
$359K +$1.47K +9 +0.4%
CWM
2891
Cahaba Wealth Management
Georgia
$358K +$358K +2,192 New
BJ
2892
Brouwer & Janachowski
California
$357K – – –
FWM
2893
FSA Wealth Management
Massachusetts
$357K +$357K +2,180 New
1W
2894
1776 Wealth
Georgia
$356K -$21.5K -131 -6%
MWM
2895
McNaughton Wealth Management
California
$355K +$39.8K +243 +13%
AF
2896
Apexium Financial
Texas
$355K +$92.9K +567 +35%
CFC
2897
Coyle Financial Counsel
Illinois
$355K +$355K +2,168 New
SCA
2898
St. Clair Advisors
Ohio
$355K +$355K +2,166 New
WAOI
2899
Wealth Advisors of Iowa
Iowa
$354K -$42K -257 -11%
CCA
2900
Cadent Capital Advisors
Oklahoma
$353K -$7.2K -44 -2%
114 115
116
117 118