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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 %
DBT
851
Dubuque Bank & Trust
Iowa
$12.5M -$134K -821 -1%
CCM
852
Compton Capital Management
Rhode Island
$12.5M -$152K -930 -1%
BFEC
853
Benjamin F. Edwards & Company
Missouri
$12.5M +$303K +1,850 +2%
CAM
854
Close Asset Management
United Kingdom
$12.4M +$89.9K +549 +0.7%
PCIA
855
Prime Capital Investment Advisors
Kansas
$12.4M +$2.88M +17,612 +30%
CAM
856
Cypress Asset Management
Texas
$12.4M +$37.5K +229 +0.3%
PAS
857
Park Avenue Securities
New York
$12.4M +$664K +4,059 +6%
CB
858
Community Bank
New York
$12.3M -$401K -2,447 -3%
ERIM
859
Eagle Ridge Investment Management
Connecticut
$12.3M +$305K +1,866 +3%
TCBWMS
860
Texas Capital Bank Wealth Management Services
Texas
$12.3M +$4.54M +27,708 +58%
PAIM
861
Punch & Associates Investment Management
Minnesota
$12.3M +$25.4K +155 +0.2%
RIM
862
Redpoint Investment Management
Australia
$12.2M -$491K -3,002 -4%
ECM
863
Everence Capital Management
Indiana
$12.2M +$388K +2,370 +3%
PI
864
Pettee Investors
Connecticut
$12.2M +$5.4K +33 +0%
MMA
865
Miracle Mile Advisors
California
$12.1M +$553K +3,377 +5%
TC
866
TownSquare Capital
Utah
$12.1M -$97.1K -593 -0.8%
IIM
867
Intact Investment Management
Quebec, Canada
$12.1M +$442K +2,700 +4%
RM
868
Resource Management
Louisiana
$12M +$250K +1,525 +2%
LAM
869
LifePro Asset Management
California
$12M +$11.2M +68,624 +1,400%
TRCT
870
Tower Research Capital (TRC)
New York
$12M -$6.32M -38,579 -34%
RFMS
871
RWQ Financial Management Services
Florida
$12M +$4.04M +24,700 +51%
SFS
872
Sowell Financial Services
Arkansas
$12M -$903K -5,517 -7%
1IA
873
1834 Investment Advisors
Wisconsin
$12M -$47.3K -289 -0.4%
LNWWM
874
Laird Norton Wetherby Wealth Management
California
$12M +$252K +1,537 +2%
GLA
875
Great Lakes Advisors
Illinois
$12M +$232K +1,416 +2%
33 34
35
36 37