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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
DZ Bank
Germany
+$676M
2
Capital World Investors
Capital World Investors
California
+$453M
3
AS
Altshuler Shaham
Israel
+$329M
4
Barclays
Barclays
United Kingdom
+$305M
5
Franklin Resources
Franklin Resources
California
+$299M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$41.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.14B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$992M
4
BlackRock
BlackRock
New York
-$807M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$637M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBG
551
Wharton Business Group
Pennsylvania
$27.4M +$1.58M +9,640 +6%
KWM
552
Kingsview Wealth Management
Oregon
$27.4M +$1.32M +8,083 +5%
DWM
553
Doyle Wealth Management
Florida
$27.4M +$432K +2,637 +2%
KIA
554
KCM Investment Advisors
California
$27.3M +$658K +4,019 +2%
AI
555
Atria Investments
North Carolina
$27.2M +$2.97M +18,124 +12%
CAM
556
Cresset Asset Management
Illinois
$27.1M +$1.89M +11,527 +7%
CAM
557
Carret Asset Management
New York
$27M -$108K -662 -0.4%
NFC
558
Northeast Financial Consultants
Connecticut
$26.9M +$230K +1,406 +0.9%
AHB
559
Abner Herrman & Brock
New Jersey
$26.6M -$529K -3,234 -2%
BIC
560
Beach Investment Counsel
Pennsylvania
$26.6M -$55K -336 -0.2%
MIM
561
Marco Investment Management
Georgia
$26.6M +$276K +1,685 +1%
FFIC
562
First Fiduciary Investment Counsel
Ohio
$26.5M -$995K -6,077 -4%
HP
563
Hosking Partners
United Kingdom
$26.5M -$3.19M -19,467 -11%
MCM
564
Maple Capital Management
Vermont
$26.4M +$301K +1,837 +1%
DWM
565
Destination Wealth Management
California
$26.3M -$829K -5,067 -3%
RIL
566
Rothschild Investment LLC
Illinois
$26.2M -$1.36M -8,286 -5%
WIM
567
Weitz Investment Management
Nebraska
$26.2M – – –
TAM
568
Tocqueville Asset Management
New York
$26.2M -$239K -1,461 -0.9%
HAG
569
HighPoint Advisor Group
Illinois
$26.1M +$384K +2,347 +1%
WAM
570
Wilsey Asset Management
California
$26.1M -$589K -3,601 -2%
WCA
571
Waratah Capital Advisors
Ontario, Canada
$25.9M +$10M +61,101 +63%
JIR
572
James Investment Research
Ohio
$25.9M -$183K -1,120 -0.7%
Vontobel Holding
573
Vontobel Holding
Switzerland
$25.8M +$3.45M +21,061 +15%
SC
574
SouthState Corp
Florida
$25.7M -$153K -933 -0.6%
SDJVC
575
St. Denis J. Villere & Co
Louisiana
$25.7M -$526K -3,216 -2%
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