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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 %
PP
801
Prospector Partners
Connecticut
$14.1M -$753K -4,600 -5%
VAS
802
Vestmark Advisory Solutions
Massachusetts
$14.1M +$512K +3,129 +4%
SHGA
803
Sand Hill Global Advisors
California
$14.1M -$251K -1,533 -2%
CWM
804
Circle Wealth Management
New Jersey
$14M -$346K -2,116 -2%
SW
805
SteelPeak Wealth
California
$14M +$1.23M +7,501 +10%
JAM
806
JCIC Asset Management
Ontario, Canada
$14M -$31.1K -190 -0.2%
WAM
807
World Asset Management
Michigan
$14M -$942K -5,755 -6%
PAM
808
Peak Asset Management
Colorado
$14M +$205K +1,253 +1%
CK
809
Cohen Klingenstein
New York
$13.9M -$1.81M -11,053 -11%
DT
810
Diversified Trust
Tennessee
$13.9M -$236K -1,442 -2%
LWM
811
Lyell Wealth Management
California
$13.8M +$58.3K +356 +0.4%
CCFCSB
812
Cape Cod Five Cents Savings Bank
Massachusetts
$13.8M +$200K +1,221 +1%
RP
813
Rice Partnership
Hawaii
$13.8M -$101K -616 -0.7%
IRF
814
IBM Retirement Fund
New York
$13.7M -$154K -943 -1%
H
815
HoyleCohen
California
$13.7M -$119K -727 -0.9%
IAN
816
Integrated Advisors Network
Texas
$13.7M +$924K +5,645 +7%
KHLMTHM
817
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$13.6M – – –
TW
818
Transform Wealth
Colorado
$13.5M -$79.6K -486 -0.6%
IA
819
IFP Advisors
Florida
$13.5M +$1.27M +7,769 +10%
HVIA
820
Hudson Valley Investment Advisors
New York
$13.5M -$110K -669 -0.8%
BHWM
821
Bar Harbor Wealth Management
New Hampshire
$13.5M -$171K -1,044 -1%
FC
822
Ferris Capital
Massachusetts
$13.5M +$13.5M +80,264 New
NSEDCP
823
NJ State Employees Deferred Compensation Plan
New Jersey
$13.4M – – –
CCG
824
Cypress Capital Group
Florida
$13.4M +$133K +811 +1%
HFS
825
Haverford Financial Services
Pennsylvania
$13.4M -$11.9K -73 -0.1%
31 32
33
34 35