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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 %
SSWG
3026
Seven Springs Wealth Group
Tennessee
$256K – – –
BCA
3027
Biltmore Capital Advisors
New Jersey
$255K -$1.15K -7 -0.4%
AMG
3028
Asset Management Group
Connecticut
$253K -$95.9K -587 -27%
SF
3029
Symphony Financial
Texas
$253K -$663 -4 -0.3%
DI
3030
Disciplined Investments
Oklahoma
$252K – – –
HF
3031
Halpern Financial
Virginia
$252K +$231K +1,414 +1,131%
JSA
3032
Jacobson & Schmitt Advisors
Wisconsin
$249K -$6.7K -41 -3%
GAM
3033
Garrison Asset Management
Arkansas
$247K – – –
PAMP
3034
Polar Asset Management Partners
Ontario, Canada
$247K +$247K +1,510 New
CISOA
3035
Capital Investment Services of America
Wisconsin
$246K – – –
RIG
3036
RiverFront Investment Group
Virginia
$246K – – –
RBC
3037
Roble Belko & Company
Pennsylvania
$246K – – –
BLAM
3038
Bourne Lent Asset Management
New York
$246K – – –
IDA
3039
Intelligence Driven Advisers
California
$246K +$842 +5 +0.3%
CC
3040
Colrain Capital
Massachusetts
$245K – – –
SPFA
3041
Summit Place Financial Advisors
New Jersey
$245K +$245K +1,499 New
CC
3042
Codex Capital
New York
$244K – – –
VLC
3043
Van Leeuwen & Company
New Jersey
$244K +$23.7K +145 +11%
KL
3044
KWMG LLC
Kansas
$243K – – –
ACA
3045
Ascension Capital Advisors
Texas
$242K – – –
BRA
3046
Biechele Royce Advisors
Indiana
$242K +$242K +1,477 New
Twin Tree Management
3047
Twin Tree Management
Texas
$242K +$242K +1,479 New
VBFP
3048
Valtinson Bruner Financial Planning
Minnesota
$241K -$9.9K -58 -4%
SCA
3049
Sage Capital Advisors
South Dakota
$241K +$327 +2 +0.1%
AFA
3050
American Financial Advisors
Georgia
$241K +$982 +6 +0.4%
120 121
122
123 124