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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 %
AFAS
3276
Acorn Financial Advisory Services
Virginia
– -$437K -2,807 Closed
PCMK
3277
Paragon Capital Management (Kansas)
Kansas
– -$379K -2,438 Closed
JRCM
3278
Jones Road Capital Management
New York
– -$323K -2,075 Closed
RWMH
3279
Riverpoint Wealth Management Holdings
Illinois
– -$321K -2,062 Closed
KOMWMG
3280
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$314K -2,021 Closed
CCIA
3281
Campbell & Co Investment Adviser
Maryland
– -$311K -2,000 Closed
AGM
3282
Alpine Global Management
New York
– -$291K -1,868 Closed
PAA
3283
Peregrine Asset Advisers
Oregon
– -$285K -1,833 Closed
HIM
3284
Hanlon Investment Management
New Jersey
– -$272K -1,750 Closed
BFM
3285
Boothbay Fund Management
New York
– -$257K -1,654 Closed
RQS
3286
Ramsey Quantitative Systems
Kentucky
– -$250K -1,610 Closed
LFASL
3287
Lugano Financial Advisors SA (LFA)
Switzerland
– -$249K -1,598 Closed
AG
3288
Algert Global
California
– -$248K -1,595 Closed
CCP
3289
Clarkston Capital Partners
Michigan
– -$237K -1,525 Closed
HIM
3290
Harbour Investment Management
Washington
– -$222K -1,427 Closed
SFG
3291
SageGuard Financial Group
Tennessee
– -$214K -1,375 Closed
EGM
3292
Engineers Gate Manager
New York
– -$209K -1,345 Closed
PFA
3293
Peak Financial Advisors
Colorado
– -$208K -1,337 Closed
NI
3294
NFC Investments
Tennessee
– -$207K -1,333 Closed
CFA
3295
Camarda Financial Advisors
Florida
– -$204K -1,311 Closed
DFCM
3296
Dark Forest Capital Management
Puerto Rico
– -$184K -1,184 Closed
KFP
3297
KB Financial Partners
New Jersey
– -$183K -1,177 Closed
FI
3298
Financial Insights
Washington
– -$1.73M -1,113 Closed
BBL
3299
Beck Bode LLC
Massachusetts
– -$170K -1,094 Closed
FFG
3300
Ford Financial Group
California
– -$165K -1,064 Closed
129 130 131
132
133