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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 %
SWP
3001
Summit Wealth Partners
Florida
$276K +$2.46K +15 +0.9%
KPWG
3002
KFA Private Wealth Group
Virginia
$275K -$34.2K -209 -11%
SBWIC
3003
Schaper Benz & Wise Investment Counsel
Wisconsin
$273K +$1.31K +8 +0.5%
DOA
3004
D'Orazio & Associates
Virginia
$271K +$102K +622 +60%
SIP
3005
Stoneridge Investment Partners
Pennsylvania
$268K +$268K +1,637 New
PFA
3006
Pinnacle Family Advisors
Missouri
$266K -$51.1K -313 -16%
HFM
3007
Harvest Fund Management
China
$266K – – –
CPC
3008
Cookson Peirce & Co
Pennsylvania
$266K +$492 +3 +0.2%
TIAM2
3009
Tru Independence Asset Management 2
Oregon
$266K +$17.8K +109 +7%
WRM
3010
Weybosset Research & Management
Rhode Island
$266K +$20.5K +125 +8%
ZCA
3011
Zeke Capital Advisors
Pennsylvania
$266K +$266K +1,625 New
HC
3012
Hoese & Co
Minnesota
$265K – – –
LIG
3013
Lokken Investment Group
Delaware
$265K +$11.1K +68 +4%
BWA
3014
BlueSky Wealth Advisors
North Carolina
$264K – – –
NCP
3015
NexWave Capital Partners
New York
$264K – – –
MGAM
3016
McGowan Group Asset Management
Texas
$264K +$48.5K +296 +23%
KC
3017
Kinloch Capital
Virginia
$263K -$18K -110 -6%
FC
3018
FCA Corp
Texas
$263K – – –
CSIA
3019
Charles Schwab Investment Advisory
California
$263K +$263K +1,607 New
HCM
3020
Horiko Capital Management
New York
$262K – – –
MGIA
3021
Matthew Goff Investment Advisor
Texas
$262K – – –
MPW
3022
MA Private Wealth
California
$260K +$817 +5 +0.3%
CFO
3023
CVA Family Office
Colorado
$259K -$510K -5,296 -66%
MAM
3024
Marquette Asset Management
Minnesota
$259K +$3.93K +24 +2%
RSVP
3025
Ramsay Stattman Vela & Price
Colorado
$256K – – –
119 120
121
122 123