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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 %
AWMS
3176
Advocacy Wealth Management Services
Georgia
$51K +$24.8K +150 +94%
LWP
3177
Lumature Wealth Partners
Georgia
$50K -$2.44K -15 -5%
IHWM
3178
Iron Horse Wealth Management
Iowa
$47K – – –
WIM
3179
Westside Investment Management
California
$46.8K +$29 +1 +0.1%
DTIM
3180
Danda Trouve Investment Management
Kansas
$41K +$163 +1 +0.4%
LWP
3181
Laurel Wealth Planning
Minnesota
$41K +$20.3K +125 +98%
T2I
3182
Turim 21 Investimentos
Brazil
$38K – – –
PCH
3183
Polar Capital Holdings
United Kingdom
$36.8K -$746 -4,556 -2%
BA
3184
Bellwether Advisors
Nebraska
$36K – – –
TJHA
3185
Thomas J. Herzfeld Advisors
Florida
$34K -$1.95K -12 -5%
MWC
3186
MBM Wealth Consultants
Missouri
$32K – – –
RTL
3187
Red Tortoise LLC
Georgia
$32K +$32K +304 New
TWP
3188
TFO Wealth Partners
Ohio
$30K +$649 +4 +2%
CPFP
3189
Clear Perspectives Financial Planning
Ohio
$29K – – –
MG
3190
MilWealth Group
Wisconsin
$28.3K +$28.3K +173 New
UFF
3191
USA Financial Formulas
Michigan
$28K -$1.82M -10,993 -98%
WIA
3192
Wealthstreet Investment Advisors
Texas
$27K – – –
MUMSS
3193
Mitsubishi UFJ Morgan Stanley Securities
Japan
$26K +$13K +80 +100%
RG
3194
Retirement Group
California
$25K – – –
HFS
3195
HBC Financial Services
Washington
$25K – – –
HWM
3196
HighMark Wealth Management
Minnesota
$25K +$160 +1 +0.6%
NWM
3197
Navigation Wealth Management
Colorado
$19K – – –
ARIS
3198
Advanced Research Investment Solutions
California
$17.5K – – –
SL
3199
Savior LLC
Massachusetts
$17K -$137K -803 -89%
CAM
3200
ClariVest Asset Management
California
$16K – – –
126 127
128
129 130