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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 %
BBW
3076
Blue Barn Wealth
Utah
$222K +$222K +1,358 New
SFP
3077
Sterling Financial Planning
New Jersey
$221K -$13.1K -80 -6%
AFS
3078
Annapolis Financial Services
Maryland
$221K +$16K +98 +8%
PWM
3079
PRW Wealth Management
Massachusetts
$220K -$4.94M -30,136 -96%
I2I
3080
Insight 2811 Inc
Illinois
$220K -$117K -717 -35%
TCCM
3081
Timber Creek Capital Management
Massachusetts
$220K -$40.7K -250 -16%
G
3082
GenTrust
Florida
$220K +$220K +1,342 New
WA
3083
Wealthstar Advisors
Texas
$220K +$220K +1,343 New
MKA
3084
M. Kulyk & Associates
Georgia
$219K +$219K +1,336 New
RCS
3085
Retirement Capital Strategies
California
$218K +$818 +5 +0.4%
TA
3086
Tectonic Advisors
Texas
$217K +$33.6K +205 +18%
PG
3087
Prostatis Group
Maryland
$217K -$655 -4 -0.3%
SFA
3088
Seneca Financial Advisors
New York
$217K +$164 +1 +0.1%
TFIPS
3089
Towarzystwo Funduszy Inwestycyjnych PZU SA
$217K – – –
SAM
3090
Synergy Asset Management
Washington
$216K -$287K -1,754 -57%
LS
3091
Leelyn Smith
Illinois
$215K +$13.9K +85 +7%
LFRG
3092
Lazard Frères Gestion
France
$215K +$215K +1,300 New
EP
3093
EPIQ Partners
Minnesota
$214K -$1.96K -12 -0.9%
MHP
3094
Manatuck Hill Partners
Connecticut
$214K – – –
KCM
3095
Kendall Capital Management
Maryland
$214K +$214K +1,306 New
PFM
3096
Peak Financial Management
Massachusetts
$214K +$214K +1,308 New
Flossbach Von Storch
3097
Flossbach Von Storch
Germany
$213K – – –
VAM
3098
Verity Asset Management
North Carolina
$212K -$43.3K -265 -17%
MGIM
3099
M&G Investment Management
United Kingdom
$212K +$6.22K +37,933 +3%
MWP
3100
MYCIO Wealth Partners
Pennsylvania
$211K – – –
122 123
124
125 126