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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 %
III
976
Independent Investors Inc
New York
$9.72M +$49.1K +300 +0.5%
MA
977
Mutual Advisors
Nebraska
$9.71M +$1.12M +6,834 +13%
QI
978
QV Investors
Alberta, Canada
$9.69M – – –
DAS
979
Dynamic Advisor Solutions
Arizona
$9.68M +$227K +1,384 +2%
BFS
980
Bard Financial Services
Connecticut
$9.67M – – –
WC
981
Woodstock Corp
Massachusetts
$9.66M +$6.22K +38 +0.1%
NAM
982
NorthCoast Asset Management
Connecticut
$9.66M +$732K +4,468 +8%
FWM
983
Frontier Wealth Management
Missouri
$9.64M +$463K +2,829 +5%
GFA
984
Gifford Fong Associates
California
$9.63M – – –
WF
985
WoodTrust Financial
Wisconsin
$9.6M +$663K +4,048 +7%
AIP
986
Ameritas Investment Partners
Nebraska
$9.57M -$328K -2,003 -3%
FAM
987
Fred Alger Management
New York
$9.55M -$623K -3,807 -6%
Wealth Enhancement Advisory Services
988
Wealth Enhancement Advisory Services
Minnesota
$9.55M +$5.24M +30,578 +122%
OHIS
989
Oak Harvest Investment Services
Texas
$9.53M +$650K +3,969 +7%
SMG
990
Spectrum Management Group
Indiana
$9.45M +$2.87M +17,551 +44%
UFG
991
United Fire Group
Iowa
$9.45M – – –
VPIM
992
Vanguard Personalized Indexing Management
California
$9.45M +$3.16M +19,334 +50%
PTC
993
Philadelphia Trust Company
Pennsylvania
$9.41M -$256K -1,563 -3%
BIM
994
Bridgecreek Investment Management
Oklahoma
$9.35M – – –
MC
995
Miramar Capital
Illinois
$9.32M +$60.6K +370 +0.7%
DR
996
Davis Rea
Ontario, Canada
$9.31M +$982 +6 +0%
LWANC
997
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.3M -$376K -2,297 -4%
MPIM
998
McGinn Penninger Investment Management
Virginia
$9.29M -$48.8K -298 -0.5%
MAM
999
Meeder Asset Management
Ohio
$9.28M -$5.08M -31,012 -35%
BSW
1000
Buckingham Strategic Wealth
Missouri
$9.28M -$1.06M -6,478 -10%
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