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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
1
DZ Bank
Germany
$1.61B
2
Capital World Investors
2
Capital World Investors
California
$12.2B
3
AS
3
Altshuler Shaham
Israel
$329M
4
Barclays
4
Barclays
United Kingdom
$1.63B
5
Franklin Resources
5
Franklin Resources
California
$2.54B

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$44.3B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$5.78B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.94B
4
BlackRock
4
BlackRock
New York
$31.5B
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
3101
Waterfront Wealth
Kansas
$211K +$211K +1,286 New
BAMG
3102
Brand Asset Management Group
Missouri
$211K +$211K +1,290 New
CBT
3103
Capital Bank & Trust
California
$210K -$188M -1,150,160 -100%
TP
3104
Truvvo Partners
New York
$210K +$210K +1,283 New
CTFG
3105
Capstone Triton Financial Group
Oklahoma
$209K +$209K +1,224 New
TCM
3106
TD Capital Management
Tennessee
$208K +$328 +2 +0.2%
FAFN
3107
First Affirmative Financial Network
Colorado
$206K +$206K +1,261 New
RF
3108
RHS Financial
California
$205K +$205K +1,250 New
GC
3109
Gibson Capital
Pennsylvania
$205K +$205K +1,267 New
DP
3110
Denver PWM
Colorado
$203K +$203K +1,239 New
ACM
3111
Ashford Capital Management
Delaware
$203K +$203K +1,242 New
BMCM
3112
Burns Matteson Capital Management
New York
$203K +$203K +1,239 New
BWM
3113
Brickley Wealth Management
California
$202K +$202K +1,235 New
WLIM
3114
White Lighthouse Investment Management
Massachusetts
$201K -$16.4K -100 -8%
CWA
3115
Core Wealth Advisors
Florida
$180K -$14.3K -87 -7%
HWM
3116
Holloway Wealth Management
Florida
$180K -$171K – –
MS
3117
Mizuho Securities
Japan
$179K +$90.2K +551 +102%
TF
3118
TimeScale Financial
Massachusetts
$177K -$27.9K -170 -14%
MFM
3119
MD Financial Management
Ontario, Canada
$176K -$20.5K -125 -10%
APWA
3120
Atlas Private Wealth Advisors
New Jersey
$176K +$328 +2 +0.2%
KFS
3121
Kelly Financial Services
Massachusetts
$174K -$30.2M -184,318 -99%
RFWA
3122
RPg Family Wealth Advisory
Massachusetts
$172K – – –
LAM
3123
Lountzis Asset Management
Pennsylvania
$172K – – –
CCM
3124
Cribstone Capital Management
Maine
$171K – – –
Nisa Investment Advisors
3125
Nisa Investment Advisors
Missouri
$167K -$1.5K -9,189 -0.9%
123 124
125
126 127