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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 %
FEG
3126
Financial Enhancement Group
Indiana
$167K -$7.05K -43 -4%
NOI
3127
Newton One Investments
Delaware
$167K – – –
OBWP
3128
O'Brien Wealth Partners
Massachusetts
$165K -$98.5K -585 -37%
CCM
3129
Cutler Capital Management
Massachusetts
$164K – – –
PP
3130
PrairieView Partners
Minnesota
$164K – – –
FGAM
3131
Financial Gravity Asset Management
Texas
$164K – – –
ITFISA
3132
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$163K +$55.8K +341 +52%
SFPG
3133
Stonebridge Financial Planning Group
Florida
$162K -$17.1K -100 -10%
JWM
3134
Janiczek Wealth Management
Colorado
$160K +$19.3K +118 +14%
BAM
3135
Baldrige Asset Management
Pennsylvania
$156K -$7.21K -44 -4%
OAJ
3136
Ogorek Anthony Joseph
New York
$155K +$6.18K +38 +4%
VCM
3137
Versant Capital Management
Arizona
$151K +$18.5K +113 +14%
CDIA
3138
Capital Directions Investment Advisors
Georgia
$148K +$83.7K +510 +130%
IWP
3139
IAG Wealth Partners
Wisconsin
$146K – – –
HFA
3140
HC Financial Advisors
California
$142K – – –
BIA
3141
Bell Investment Advisors
California
$139K +$139K +851 New
CFN
3142
Cordasco Financial Network
Florida
$136K -$19.8K -121 -13%
EIP
3143
Ellis Investment Partners
Pennsylvania
$134K +$16.6K +102 +14%
WOSD
3144
WFA of San Diego
California
$130K +$130K +797 New
PO
3145
Private Ocean
California
$128K +$7.03K +43 +6%
WFA
3146
West Financial Advisors
Iowa
$123K – – –
HIM
3147
Hillsdale Investment Management
Ontario, Canada
$119K -$121K -740 -50%
RA
3148
Resolute Advisors
California
$119K – – –
TAM
3149
Tucker Asset Management
Colorado
$118K +$60.3K +355 +104%
MAM
3150
McCarthy Asset Management
California
$116K – – –
124 125
126
127 128