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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 %
HT
901
Heritage Trust
Oklahoma
$11.2M -$149K -912 -1%
GAM
902
Griffin Asset Management
New York
$11.2M -$107K -655 -0.9%
AAM
903
AR Asset Management
California
$11.2M -$491K -3,000 -4%
GLLW
904
Graves Light Lenhart Wealth
Virginia
$11.2M +$23.9K +146 +0.2%
NW
905
NewEdge Wealth
Pennsylvania
$11.1M +$548K +3,348 +5%
SCA
906
Snowden Capital Advisors
New York
$11.1M +$652K +3,986 +6%
GCA
907
Greenwood Capital Associates
South Carolina
$11.1M -$7.6M -46,419 -41%
MOS
908
MGO One Seven
Ohio
$11.1M +$123K +724 +1%
GH
909
GAM Holding
Switzerland
$11M +$2.62K +16 +0%
BOC
910
Barbara Oil Co
Illinois
$11M – – –
BMM
911
Buffington Mohr McNeal
Idaho
$11M +$62.2K +380 +0.6%
CAC
912
Core Alternative Capital
Georgia
$10.9M +$1.41M +8,625 +15%
TWMP
913
Taylor Wealth Management Partners
Massachusetts
$10.9M +$744K +4,546 +7%
TCM
914
Telos Capital Management
California
$10.9M +$472K +2,881 +5%
BCM
915
Bluefin Capital Management
New York
$10.9M -$9.24M -56,425 -46%
FM
916
Foster & Motley
Ohio
$10.9M -$1.06M -6,457 -9%
GC
917
Gratus Capital
Georgia
$10.9M +$456K +2,787 +4%
SWM
918
Stockman Wealth Management
Montana
$10.8M +$169K +1,034 +2%
LPT
919
Legacy Private Trust
Wisconsin
$10.8M +$526K +3,213 +5%
HI
920
Harbour Investments
Wisconsin
$10.8M -$1.27M -7,780 -11%
SCM
921
Schnieders Capital Management
California
$10.7M +$32.1K +196 +0.3%
ST
922
Spinnaker Trust
Maine
$10.7M +$224K +1,367 +2%
SEIA
923
Signature Estate & Investment Advisors
California
$10.7M +$719K +4,391 +7%
HAI
924
Hennessy Advisors Inc
California
$10.7M -$884K -5,400 -8%
TF
925
Tompkins Financial
New York
$10.6M +$10.6M +65,047 New
35 36
37
38 39