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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 %
DP
701
Dearborn Partners
Illinois
$17.7M -$278K -1,701 -2%
MWM
702
Meridian Wealth Management
Kentucky
$17.6M +$95.6K +584 +0.5%
FM
703
Freemont Management
Switzerland
$17.6M +$65.5K +400 +0.4%
AMI
704
Amica Mutual Insurance
Rhode Island
$17.4M – – –
NB
705
NBT Bank
New York
$17.4M -$556K -3,396 -3%
AF
706
Alerus Financial
North Dakota
$17.4M -$1.65M -10,079 -9%
CNC
707
Canandaigua National Corp
New York
$17.3M -$77.4K -473 -0.4%
AHC
708
Adell Harriman & Carpenter
Texas
$17.3M -$304K -1,857 -2%
KFP
709
KMG Fiduciary Partners
Ohio
$17.3M +$448K +2,738 +3%
KPWS
710
Kestra Private Wealth Services
Texas
$17.3M +$152K +926 +0.9%
CCP
711
Corient Capital Partners
California
$17.3M +$750K +4,583 +5%
AHC
712
Anderson Hoagland & Co
Missouri
$17.2M -$247K -1,509 -1%
RCP
713
Rothschild Capital Partners
New York
$17.2M -$56.5K -345 -0.3%
M2MC
714
Matthew 25 Management Corp
Pennsylvania
$17.2M -$818K -5,000 -5%
EAMA
715
EFG Asset Management (Americas)
Florida
$17.2M +$1.14M +6,922 +7%
UBV
716
United Bank (Virginia)
Virginia
$17.1M +$15.2K +93 +0.1%
NCM
717
Novare Capital Management
North Carolina
$17M +$82.8K +506 +0.5%
FG
718
Fiduciary Group
Georgia
$17M -$105K -614 -0.6%
KPCM
719
Kings Point Capital Management
New York
$17M +$583K +3,559 +4%
CTA
720
Colonial Trust Advisors
South Carolina
$16.9M -$152K -928 -0.9%
CBOR
721
Community Bank of Raymore
Missouri
$16.9M +$32.7K +200 +0.2%
MA
722
Montag & Associates
Georgia
$16.9M -$281K -1,719 -2%
TCA
723
Transcend Capital Advisors
New Jersey
$16.9M +$16.9M +98,643 New
TYCC
724
Texas Yale Capital Corp
Florida
$16.9M -$4.62M -28,211 -21%
BBI
725
Baxter Bros Inc
Connecticut
$16.8M +$16.8M +102,768 New
27 28
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