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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 %
UAS
651
United Asset Strategies
New York
$20.3M +$5.41M +33,020 +36%
TSW
652
Thompson Siegel & Walmsley
Virginia
$20.3M -$17.8K -109 -0.1%
OPCM
653
Osborne Partners Capital Management
California
$20.2M +$262K +1,598 +1%
O
654
Ossiam
France
$20.1M -$25.8M -157,804 -56%
DWM
655
Dakota Wealth Management
Florida
$20.1M -$17.5K -107 -0.1%
AR
656
Advisory Research
Illinois
$20.1M -$6.59M -40,248 -25%
KAS
657
Kemnay Advisory Services
New York
$20.1M – – –
RAM
658
Rempart Asset Management
Canada
$19.9M +$260K +1,586 +1%
RC
659
RBO & Co
California
$19.8M – – –
BHIA
660
Birch Hill Investment Advisors
Massachusetts
$19.6M +$85.1K +520 +0.4%
FPCM
661
Financial Partners Capital Management
New York
$19.5M -$237K -1,450 -1%
AC
662
Alley Company
Illinois
$19.5M +$284K +1,734 +1%
CA
663
CSM Advisors
Pennsylvania
$19.4M +$49.1K +300 +0.3%
OSAM
664
O'Shaughnessy Asset Management
Connecticut
$19.4M -$12.9M -78,602 -40%
M
665
MOTCO
Texas
$19.3M +$9.99K +61 +0.1%
NEI
666
Northwest & Ethical Investments
Ontario, Canada
$19.3M -$389K -2,374 -2%
AAS
667
Avantax Advisory Services
Texas
$19.2M +$1.58M +9,669 +9%
MCM
668
Maryland Capital Management
Maryland
$19.2M +$1.23M +7,531 +7%
LW
669
Linscomb Wealth
Texas
$19.1M -$203K -1,240 -1%
VW
670
Vantage Wealth
California
$19.1M -$15.2K -93 -0.1%
CWM
671
Cabot Wealth Management
Massachusetts
$19.1M -$244K -1,492 -1%
BCM
672
Bourgeon Capital Management
Connecticut
$19M -$97.6K -596 -0.5%
SCA
673
Stonebridge Capital Advisors
Minnesota
$18.9M -$19.2M -117,238 -50%
OMC
674
Overbrook Management Corp
New York
$18.9M -$291K -1,780 -2%
CIS
675
Capital International Sarl
California
$18.9M -$1.15M -7,029 -6%
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