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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
$1.61B
2
Capital World Investors
Capital World Investors
California
$12.2B
3
AS
Altshuler Shaham
Israel
$329M
4
Barclays
Barclays
United Kingdom
$1.63B
5
Franklin Resources
Franklin Resources
California
$2.54B

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$44.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.78B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.94B
4
BlackRock
BlackRock
New York
$31.5B
5
Aristotle Capital Management
Aristotle Capital Management
California
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFIA
2901
America First Investment Advisors
Nebraska
$352K -$557K -3,400 -61%
BMD
2902
Better Money Decisions
New Mexico
$352K +$1.96K +12 +0.6%
ECAM
2903
East Coast Asset Management
Massachusetts
$350K – – –
CWM
2904
Campbell Wealth Management
Virginia
$350K +$5.4K +33 +2%
AA
2905
AlphaMark Advisors
Kentucky
$348K -$2.29K -14 -0.7%
VC
2906
Veery Capital
Delaware
$346K +$21.9K +134 +7%
JPLA
2907
Joseph P. Lucia & Associates
New York
$344K +$164 +1 +0%
FAG
2908
Financial Advisory Group
Texas
$344K +$818 +5 +0.2%
BA
2909
Bridge Advisory
California
$343K – – –
CFG
2910
Compton Financial Group
Maryland
$343K – – –
MA
2911
Mezzasalma Advisors
New Jersey
$342K +$327 +2 +0.1%
AWM
2912
Adams Wealth Management
Utah
$341K – – –
AWM
2913
Act Wealth Management
Texas
$341K – – –
BWA
2914
Beam Wealth Advisors
Louisiana
$341K +$341K +2,083 New
WFAG
2915
Wescott Financial Advisory Group
Pennsylvania
$340K +$340K +2,079 New
SAM
2916
Shikiar Asset Management
New York
$339K – – –
CAG
2917
Curtis Advisory Group
California
$338K -$71.8K -438 -18%
W
2918
WealthOne
New York
$338K -$39.2K -240 -10%
CCA
2919
Conestoga Capital Advisors
Pennsylvania
$338K – – –
AIM
2920
Arcadia Investment Management
Michigan
$337K – – –
FPF
2921
First Pacific Financial
Washington
$337K +$337K +2,060 New
WQ
2922
Wealth Quarterback
New Jersey
$337K +$292K +13,978 +649%
CCA
2923
Clearwater Capital Advisors
Illinois
$336K -$2.94K -18 -0.9%
NEPPG
2924
New England Professional Planning Group
Rhode Island
$334K – – –
DC
2925
Derby & Company
Massachusetts
$334K +$27.5K +168 +9%
115 116
117
118 119