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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 %
CAM
3201
ClariVest Asset Management
California
$16K – – –
FA
3202
Financial Advantage
Maryland
$16K – – –
JMF
3203
Johnson Midwest Financial
Iowa
$15K – – –
CWA
3204
Carolina Wealth Advisors
South Carolina
$14K – – –
BBHC
3205
Brown Brothers Harriman & Co
New York
$13.3K -$1.15K -7,045 -8%
RIM
3206
Ranger Investment Management
Texas
$12K – – –
ST
3207
Sageworth Trust
Pennsylvania
$11K -$23.6K -150 -68%
LWA
3208
Lowe Wealth Advisors
Maryland
$8K -$8K -50 -50%
YAL
3209
Your Advocates Ltd
Texas
$8K – – –
TLFA
3210
True Link Financial Advisors
California
$7K -$16.3K -100 -70%
CI
3211
Cordant Inc
Oregon
$7K +$7K +45 New
RCM
3212
Regency Capital Management
Hawaii
$6K – – –
CMBA
3213
C.M. Bidwell & Associates
Hawaii
$6K – – –
RVM
3214
Robinson Value Management
Texas
$6K +$6K +37 New
MIM
3215
Macroview Investment Management
Maryland
$3K – – –
DCM
3216
Davidson Capital Management
Texas
$3K +$563 +3 +23%
APP
3217
Alpha Paradigm Partners
Illinois
$2K – – –
LIA
3218
LBMC Investment Advisors
Tennessee
$1.31K -$602 -2,448 -31%
TFA
3219
Transamerica Financial Advisors
Florida
$1K -$400 -2 -29%
VCWA
3220
Vanguard Capital Wealth Advisors
Colorado
$438 +$1 +6 +0.2%
C
3221
Consulta
United Kingdom
– -$112M -717,500 Closed
PCM
3222
Prana Capital Management
Connecticut
– -$50.8M -326,619 Closed
TP
3223
Thunderbird Partners
United Kingdom
– -$46.7M -300,113 Closed
PGEBT
3224
Pactiv General Employee Benefit Trust
Illinois
– -$36.8M -236,850 Closed
IUHSA
3225
Itau Unibanco Holding S.A.
Brazil
– -$19M -122,053 Closed
127 128
129
130 131