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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 %
BWM
1001
Buckley Wealth Management
Nevada
$9.27M -$8.02K -49 -0.1%
BFPW
1002
BOK Financial Private Wealth
Colorado
$9.27M +$404K +2,468 +5%
XWM
1003
Xcel Wealth Management
Florida
$9.24M +$118K +722 +1%
CFA
1004
Carroll Financial Associates
North Carolina
$9.23M +$42.7K +261 +0.5%
FMC
1005
First Merchants Corp
Indiana
$9.22M -$129K -787 -1%
FCT
1006
Family Capital Trust
Massachusetts
$9.2M +$24.2K +148 +0.3%
PCA
1007
Providence Capital Advisors
North Carolina
$9.17M +$343K +2,097 +4%
MRCM
1008
M&R Capital Management
New Jersey
$9.17M +$30.8K +188 +0.3%
PGAM
1009
Princeton Global Asset Management
New Jersey
$9.15M +$126K +767 +1%
RFM
1010
Royal Fund Management
Florida
$9.15M +$339K +2,073 +4%
Koshinski Asset Management
1011
Koshinski Asset Management
Illinois
$9.13M +$3.22M +19,681 +54%
RWM
1012
Rench Wealth Management
Texas
$9.13M -$188K -1,147 -2%
WIS
1013
Wright Investors Service
Connecticut
$9.11M +$364K +2,221 +4%
PA
1014
Perennial Advisors
New York
$9.11M +$167K +1,022 +2%
IC
1015
Intersect Capital
California
$9.11M +$10.1K +62 +0.1%
ECM
1016
ExodusPoint Capital Management
New York
$9.09M -$5.27M -32,185 -37%
VI
1017
Vestcor Inc
New Brunswick, Canada
$9.09M -$1.83M -11,181 -17%
PRA
1018
Pine Ridge Advisers
New York
$9.09M – – –
SIM
1019
Stratos Investment Management
Ohio
$9.07M +$2.02M +12,327 +29%
AIA
1020
Allied Investment Advisors
Montana
$9.04M +$44.2K +270 +0.5%
FSA
1021
Fort Sheridan Advisors
Illinois
$9.01M +$248K +1,516 +3%
LC
1022
Loews Corp
New York
$9M -$2.05M -12,500 -19%
WCM
1023
Whitener Capital Management
North Carolina
$9M -$80K -630 -0.9%
SC
1024
Stolper & Co
Oklahoma
$8.98M -$41.4K -253 -0.5%
WKWM
1025
Walter & Keenan Wealth Management
Indiana
$8.94M -$344K -2,101 -4%
39 40
41
42 43