JPM icon

JPMorgan Chase

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
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
2926
Teza Capital Management
Illinois
$333K -$1.23M -7,536 -79%
EF
2927
Exeter Financial
Arizona
$332K -$15.4K -94 -4%
DPI
2928
Diversified Portfolios Inc
Michigan
$332K
KBFS
2929
Kohmann Bosshard Financial Services
Ohio
$330K
PBF
2930
Petix & Botte Financial
California
$329K +$329K +2,014 New
HR
2931
Hayden Royal
North Carolina
$328K -$726K -4,431 -69%
HWM
2932
HFR Wealth Management
New York
$328K -$23.6K -144 -7%
KC
2933
Knuff & Co
California
$328K +$4.1K +25 +1%
CCM
2934
Chickasaw Capital Management
Tennessee
$327K
TI
2935
Telemetry Investments
New York
$327K
PCTC
2936
Perkins Coie Trust Company
Washington
$326K -$12.8K -78 -4%
NWA
2937
New World Advisors
Massachusetts
$324K -$2.11M -12,269 -87%
MLFP
2938
MPS Loria Financial Planners
Illinois
$324K
PSC
2939
Prentiss Smith & Co
Vermont
$323K
BSSFA
2940
Baron Silver Stevens Financial Advisors
Florida
$321K -$298K -1,824 -48%
DGI
2941
Disciplined Growth Investors
Minnesota
$320K -$23.4K -143 -7%
EWA
2942
ERTS Wealth Advisors
Michigan
$320K +$164 +1 +0.1%
BFS
2943
Bickling Financial Services
Massachusetts
$319K -$230K -1,405 -42%
SL
2944
Salomon & Ludwin
Virginia
$319K +$319K +1,948 New
MSFP
2945
Mark Sheptoff Financial Planning
Connecticut
$318K +$82K +501 +35%
UH
2946
Unigestion Holding
Switzerland
$317K -$1.07M -6,465 -77%
HWA
2947
Hilltop Wealth Advisors
North Carolina
$317K -$32.7K -200 -9%
RFP
2948
Roth Financial Partners
Texas
$316K
TWM
2949
Triton Wealth Management
Arizona
$314K -$834 -5 -0.3%
WFA
2950
Wellspring Financial Advisors
Ohio
$312K