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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 %
LPWM
3151
Lake Point Wealth Management
Texas
$115K +$164 +1 +0.1%
LFG
3152
Larson Financial Group
Missouri
$114K -$16.1K -99 -12%
HL
3153
Harding Loevner
New Jersey
$105K – – –
GKWIM
3154
Gerber Kawasaki Wealth & Investment Management
California
$96K -$16.5M -16,481 -99%
TG
3155
TCW Group
California
$94.7K -$1.27K -7,771 -1%
VFIC
3156
Valley Forge Investment Consultants
Pennsylvania
$92K +$18.4K +112 +25%
SFO
3157
Standard Family Office
South Dakota
$91K -$2.14M -13,061 -96%
FA
3158
Financial Avengers
California
$91K +$327 +2 +0.4%
EC
3159
Estate Counselors
Wisconsin
$90K – – –
BHWM
3160
Bay Harbor Wealth Management
Maryland
$83K -$325 -2 -0.4%
SCA
3161
Stuart Chaussee & Associates
California
$83K – – –
MFA
3162
McClarren Financial Advisors
Pennsylvania
$78K +$1.96K +12 +3%
APW
3163
Acima Private Wealth
Virginia
$75K – – –
AWM
3164
Activest Wealth Management
Florida
$71K +$52.6K +319 +285%
TVWM
3165
Tower View Wealth Management
Wisconsin
$70K +$33K +202 +89%
HFS
3166
Horizon Financial Services
North Carolina
$68K +$65.5K +400 +2,667%
TCWA
3167
Ten Capital Wealth Advisors
Washington
$67K -$7.81K -48 -10%
BC
3168
Barnett & Company
Tennessee
$65K – – –
CMA
3169
Cedar Mountain Advisors
Oregon
$64K +$10.4K +63 +19%
VIMU
3170
Veritas Investment Management (UK)
United Kingdom
$62K – – –
MGI
3171
MayTech Global Investments
New York
$61K – – –
MFT
3172
Moisand Fitzgerald Tamayo
Florida
$61K +$36.2K +222 +146%
ETI
3173
Enterprise Trust & Investment
California
$59K – – –
PPWM
3174
PFG Private Wealth Management
Florida
$59K +$59K +358 New
LAS
3175
Lloyd Advisory Services
Georgia
$57K -$1.62K -10 -3%
125 126
127
128 129