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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 %
TCM
2976
Tradewinds Capital Management
Washington
$294K – – –
ACM
2977
Alamar Capital Management
California
$294K +$42.6K +260 +17%
AL
2978
ADE LLC
Maryland
$292K -$98.5K -601 -25%
BWM
2979
BCS Wealth Management
Tennessee
$292K +$3.77K +23 +1%
MWA
2980
Motive Wealth Advisors
Michigan
$291K +$43.7K +267 +18%
OWA
2981
Opal Wealth Advisors
New York
$290K -$9.18K -56 -3%
TWP
2982
Tower Wealth Partners
Pennsylvania
$290K +$8.99K +55 +3%
SHWM
2983
Smith & Howard Wealth Management
Georgia
$290K +$290K +1,769 New
LD
2984
Lipe & Dalton
New York
$287K – – –
GB
2985
Goepper Burkhardt
South Carolina
$287K – – –
PA
2986
Parkside Advisors
California
$287K – – –
DA
2987
Detalus Advisors
Missouri
$285K – – –
TWM
2988
TMD Wealth Management
Arizona
$285K – – –
AAIM
2989
Asset Advisors Investment Management
Georgia
$285K +$327 +2 +0.1%
BFG
2990
Baron Financial Group
New Jersey
$284K – – –
SAF
2991
Smith Anglin Financial
Texas
$284K -$6.06K -37 -2%
ICM
2992
Intrepid Capital Management
Florida
$284K +$2.12K +13 +0.8%
LFS
2993
Legacy Financial Strategies
Kansas
$283K +$1.31K +8 +0.5%
FWSM
2994
First Wilshire Securities Management
California
$281K +$327 +2 +0.1%
SWP
2995
ShoreHaven Wealth Partners
New Jersey
$280K -$5.39K -33 -2%
TC
2996
Tatro Capital
Kentucky
$279K -$266K -1,625 -49%
WCM
2997
Wallace Capital Management
Texas
$279K -$8.19K -50 -3%
EA
2998
Ellsworth Advisors
Ohio
$278K -$23.4K -143 -8%
SA
2999
Shilanski & Associates
Alaska
$278K -$3.77K -23 -1%
AC
3000
AlphaCore Capital
California
$277K +$277K +1,691 New
118 119
120
121 122