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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 %
DFA
2951
DHJJ Financial Advisors
Illinois
$311K -$327 -2 -0.1%
NA
2952
Navellier & Associates
Nevada
$311K – – –
PWC
2953
PYA Waltman Capital
Tennessee
$310K -$72.7K -444 -19%
TC
2954
Tacita Capital
Ontario, Canada
$310K – – –
RIM
2955
Rockbridge Investment Management
New York
$310K +$655 +4 +0.2%
VBFG
2956
Vishria Bird Financial Group
Tennessee
$309K – – –
TS
2957
Tamar Securities
California
$308K -$181K -1,103 -37%
EFL
2958
ERn Financial LLC
Wisconsin
$308K – – –
CYG
2959
Clean Yield Group
Vermont
$308K +$21.4K +131 +7%
PEA
2960
Pacific Edge Advisors
California
$307K – – –
CIM
2961
Confluence Investment Management
Missouri
$305K +$12.8K +78 +4%
SFC
2962
SYM Financial Corp
Indiana
$305K +$49.9K +305 +20%
WCWM
2963
Willow Creek Wealth Management
California
$304K -$21.1K -129 -6%
CWM
2964
Curi Wealth Management
North Carolina
$303K +$2.78K +17 +0.9%
VFM
2965
Vivid Financial Management
California
$302K -$16.8K -103 -5%
TCOK
2966
Trust Company of Kansas
Kansas
$302K +$12.5K +76 +4%
SEEDPG
2967
S.E.E.D. Planning Group
New York
$301K -$66.7K -408 -18%
FDS
2968
Freedom Day Solutions
Texas
$300K +$6.06K +37 +2%
TCM
2969
Tanaka Capital Management
New York
$299K -$16.4K -100 -5%
SFG
2970
Sovereign Financial Group
Connecticut
$298K -$76.6K -468 -20%
AAM
2971
Ameraudi Asset Management
New York
$297K – – –
HA
2972
Harborview Advisors
Maine
$297K +$492 +3 +0.2%
KC
2973
Kingfisher Capital
North Carolina
$297K +$33K +202 +13%
CIAS
2974
CFS Investment Advisory Services
New Jersey
$297K +$297K +1,813 New
TCM
2975
Tradewinds Capital Management
Washington
$294K – – –
117 118
119
120 121