JPM icon

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 %
IWC
951
Integrated Wealth Concepts
Massachusetts
$10.2M +$2.37M +14,487 +30%
GVAG
952
Great Valley Advisor Group
Delaware
$10.1M +$393K +2,399 +4%
Nomura Holdings
953
Nomura Holdings
Japan
$10.1M +$6.23M +38,554 +160%
AF
954
Arrow Financial
New York
$10.1M -$116K -708 -1%
ISB
955
Iowa State Bank
Iowa
$10.1M +$212K +1,293 +2%
SC
956
Savant Capital
Illinois
$10M +$1.54M +9,384 +18%
SIC
957
Sigma Investment Counselors
Michigan
$10M +$91.5K +559 +0.9%
SCM
958
Stevens Capital Management
Pennsylvania
$9.99M +$9.99M +61,013 New
AA
959
Apriem Advisors
California
$9.96M -$23.6K -144 -0.2%
WTFG
960
Wells Trecaso Financial Group
Ohio
$9.94M +$45.7K +279 +0.5%
WIC
961
Woodmont Investment Counsel
Tennessee
$9.93M +$1.15M +7,022 +13%
MCM
962
Mengis Capital Management
Oregon
$9.91M +$33.1K +202 +0.3%
ANTB
963
AMG National Trust Bank
Colorado
$9.9M -$101K -620 -1%
SMFG
964
Sumitomo Mitsui Financial Group
Japan
$9.9M +$329K +2,008 +3%
IPW
965
Inlet Private Wealth
Florida
$9.87M – – –
HFM
966
Hartford Financial Management
Connecticut
$9.85M -$9.99K -61 -0.1%
BOH
967
Bank of Hawaii
Hawaii
$9.84M -$57.6K -352 -0.6%
SCA
968
Spearhead Capital Advisors
Florida
$9.83M +$471K +2,878 +5%
IWP
969
Icon Wealth Partners
Texas
$9.83M +$48.3K +295 +0.5%
BRCM
970
Bright Rock Capital Management
Massachusetts
$9.82M – – –
NM
971
NWI Management
New York
$9.82M – – –
GT
972
Greenleaf Trust
Michigan
$9.81M +$252K +1,540 +3%
CNB
973
Camden National Bank
Maine
$9.81M -$18K -110 -0.2%
BAM
974
Boyar Asset Management
New York
$9.78M -$81.4K -497 -0.8%
P
975
Paradiem
Louisiana
$9.76M – – –
37 38
39
40 41