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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 %
FTC
876
Farmers Trust Company
Ohio
$11.9M -$341K -2,041 -3%
SAM
877
Strategy Asset Managers
California
$11.9M -$877K -5,356 -7%
KWMG
878
King Wealth Management Group
Florida
$11.9M +$171K +1,047 +1%
BCMO
879
Buckingham Capital Management (Ohio)
Ohio
$11.9M +$38.3K +234 +0.3%
TCOT
880
Trust Company of Toledo
Ohio
$11.9M -$124K -757 -1%
RWA
881
Ropes Wealth Advisors
Massachusetts
$11.9M -$423K -2,584 -3%
HRC
882
Hoertkorn Richard Charles
$11.8M -$36.8K -225 -0.3%
WSCM
883
Wellington Shields Capital Management
New York
$11.8M -$255K -1,559 -2%
LSA
884
L & S Advisors
California
$11.8M +$6.07M +37,072 +106%
PWAG
885
Polaris Wealth Advisory Group
California
$11.7M +$9.75M +57,296 +488%
BS
886
Boenning & Scattergood
Pennsylvania
$11.7M +$159K +974 +1%
GL
887
Gemsstock Ltd
United Kingdom
$11.7M -$2.68M -16,400 -19%
BCM
888
Brookstone Capital Management
Illinois
$11.7M -$147K -911 -1%
SGA
889
Strategic Global Advisors
California
$11.7M +$581K +3,552 +5%
GIA
890
GHP Investment Advisors
Colorado
$11.7M +$368K +2,248 +3%
AWAG
891
ARS Wealth Advisors Group
Florida
$11.6M +$11.6M +71,028 New
EVM
892
Evelyn V. Moreno
$11.6M -$208K -1,270 -2%
HCM
893
Harvey Capital Management
Florida
$11.6M +$115K +700 +1%
PAM
894
Palisade Asset Management
Minnesota
$11.5M +$82K +501 +0.7%
WIC
895
WealthBridge Investment Counsel
Alberta, Canada
$11.5M -$418K -2,555 -4%
VWA
896
Visionary Wealth Advisors
Illinois
$11.4M +$47K +287 +0.4%
IA
897
Icon Advisers
Colorado
$11.3M -$115K -700 -1%
AAM
898
Autus Asset Management
Arizona
$11.3M -$173K -1,056 -2%
CCM
899
Copeland Capital Management
Pennsylvania
$11.3M +$4.28M +26,132 +61%
PMAM
900
Picton Mahoney Asset Management
Ontario, Canada
$11.3M -$183K -1,120 -2%
34 35
36
37 38