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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 %
AWS
926
AJ Wealth Strategies
New York
$10.6M +$135K +824 +1%
PTB
927
Pioneer Trust Bank
Oregon
$10.6M -$101K -620 -0.9%
BBNA
928
Bremer Bank National Association
Minnesota
$10.5M -$212K -1,295 -2%
PCA
929
Pallas Capital Advisors
Massachusetts
$10.5M +$2.4M +14,087 +30%
PWW
930
Pettyjohn Wood & White
Virginia
$10.5M +$31.6K +193 +0.3%
SBF
931
Sara-Bay Financial
Florida
$10.5M +$1.84M +11,233 +21%
SWM
932
Segment Wealth Management
Texas
$10.4M +$15.6K +95 +0.1%
GG
933
Greenwood Gearhart
Arkansas
$10.4M +$512K +3,125 +5%
SIC
934
SFE Investment Counsel
California
$10.4M -$348K -2,128 -3%
BFO
935
Boston Family Office
Massachusetts
$10.4M -$34.7K -212 -0.3%
FMBTD
936
First Midwest Bank Trust Division
Illinois
$10.3M -$275K -1,681 -3%
HBT
937
Hills Bank & Trust
Iowa
$10.3M +$81.5K +498 +0.8%
OSNBOA
938
Old Second National Bank of Aurora
Illinois
$10.3M -$231K -1,411 -2%
LSV Asset Management
939
LSV Asset Management
Illinois
$10.3M -$98.2K -600 -0.9%
SC
940
Skylands Capital
Wisconsin
$10.3M -$16.4K -100 -0.2%
PWM
941
Perigon Wealth Management
California
$10.3M -$87.2K -533 -0.8%
JWM
942
JGP Wealth Management
Oregon
$10.3M +$43.9K +268 +0.4%
PT
943
Plimoth Trust
Massachusetts
$10.3M +$101K +614 +1%
GC
944
Grimes & Company
Massachusetts
$10.3M +$235K +1,438 +2%
VAS
945
Valicenti Advisory Services
New York
$10.2M +$53.5K +327 +0.5%
GL
946
Graypoint LLC
New York
$10.2M +$99.5K +608 +1%
WMSA
947
Weiss Multi-Strategy Advisers
New York
$10.2M +$10.2M +62,500 New
CC
948
Chicago Capital
Illinois
$10.2M +$24.6K +150 +0.2%
HI
949
Hoey Investments
Pennsylvania
$10.2M -$383K -2,342 -4%
FA
950
Fagan Associates
New York
$10.2M -$173K -1,058 -2%
36 37
38
39 40