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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 %
AWM
626
Absher Wealth Management
North Carolina
$22M -$1.23M -7,513 -5%
ECG
627
Edge Capital Group
Georgia
$21.9M -$154K -939 -0.7%
VV
628
Verity & Verity
South Carolina
$21.7M +$26.3K +154 +0.1%
LOAME
629
Lombard Odier Asset Management (Europe)
United Kingdom
$21.5M +$4.3M +26,259 +25%
AFG
630
Albion Financial Group
Utah
$21.2M -$346K -2,115 -2%
DIA
631
Davidson Investment Advisors
Montana
$21.2M -$103K -629 -0.5%
NB
632
Norinchukin Bank
Japan
$21.2M +$1.62M +9,886 +8%
Jones Financial Companies
633
Jones Financial Companies
Missouri
$21.1M -$370K -2,263 -2%
AUB
634
Atlantic Union Bankshares
Virginia
$21.1M -$237K -1,447 -1%
HLCM
635
Hi-Line Capital Management
South Dakota
$21.1M +$611K +3,732 +3%
CCMD
636
Cypress Capital Management (Delaware)
Delaware
$21M – – –
MC
637
Middleton & Co
Massachusetts
$20.9M +$5.4K +33 +0%
KCM
638
Kanawha Capital Management
Virginia
$20.9M -$230K -1,406 -1%
SCA
639
Stillwater Capital Advisors
Pennsylvania
$20.8M -$233K -1,424 -1%
BPC
640
Banque Pictet & Cie
Switzerland
$20.8M -$20.8K -127 -0.1%
AP
641
Advisor Partners
California
$20.8M -$229K -1,402 -1%
ICP
642
Ironvine Capital Partners
Nebraska
$20.6M -$2.71M -16,533 -12%
FFN
643
Focus Financial Network
Minnesota
$20.6M +$147K +896 +0.7%
SPC
644
Sigma Planning Corp
Michigan
$20.5M -$248K -1,513 -1%
TCM
645
Tufton Capital Management
Maryland
$20.5M -$187K -1,142 -0.9%
JMFC
646
J.M. Forbes & Co
Massachusetts
$20.5M +$252K +1,542 +1%
CA
647
Callahan Advisors
Texas
$20.4M +$248K +1,517 +1%
MC
648
Moors & Cabot
Massachusetts
$20.4M +$412K +2,516 +2%
RC
649
RegentAtlantic Capital
New Jersey
$20.3M +$839K +5,126 +4%
CFIA
650
Cantor Fitzgerald Investment Advisors
New York
$20.3M -$110K -674 -0.5%
24 25
26
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