JPM icon

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 %
CIM
3051
Corbyn Investment Management
Maryland
$238K – – –
RRCM
3052
Rappaport Reiches Capital Management
Illinois
$236K – – –
KFS
3053
Kurt F. Somerville
$235K -$59.9K -366 -20%
EPWM
3054
Essex Private Wealth Management
Massachusetts
$235K +$13.4K +82 +6%
FIM
3055
Fernwood Investment Management
Massachusetts
$234K -$8.84K -54 -4%
DWMG
3056
DB Wealth Management Group
California
$234K – – –
MIG
3057
McGuire Investment Group
Rhode Island
$234K +$2.78K +17 +1%
DBRC
3058
D.B. Root & Company
Pennsylvania
$233K -$95.2K -583 -29%
RWM
3059
Rezny Wealth Management
Florida
$233K -$817 -5 -0.3%
HP
3060
HT Partners
Connecticut
$232K +$3.44K +21 +2%
KFP
3061
Keystone Financial Planning
Ohio
$231K – – –
AL
3062
ACAS LLC
California
$230K – – –
QWM
3063
Quaker Wealth Management
New Jersey
$230K +$230K +1,405 New
CC
3064
Claybrook Capital
Massachusetts
$229K -$6.83M -41,749 -97%
HCM
3065
Horrell Capital Management
Arkansas
$229K -$16.4K -100 -7%
AI
3066
AXS Investments
New York
$228K -$868K -5,305 -79%
CPA
3067
Cowen Prime Advisors
New York
$228K – – –
ACP
3068
Arcus Capital Partners
Georgia
$228K +$654 +4 +0.3%
RPGK
3069
Retirement Planning Group (Kansas)
Kansas
$227K +$4.1K +25 +2%
TFA
3070
Toth Financial Advisory
Virginia
$227K +$5.57K +34 +3%
FAM
3071
Flaharty Asset Management
Florida
$226K -$7.53K -46 -3%
SSC
3072
Syverson Strege & Co
Iowa
$226K +$226K +1,378 New
CPWM
3073
Cypress Point Wealth Management
Texas
$225K – – –
DT
3074
Daniels + Tansey
Delaware
$224K +$816 +5 +0.4%
WFPG
3075
Waller Financial Planning Group
Ohio
$223K +$223K +1,365 New
121 122
123
124 125