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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 %
SAM
1026
Sompo Asset Management
Japan
$8.92M -$2.1M -12,860 -19%
BCA
1027
Bray Capital Advisors
Florida
$8.92M +$43.2K +264 +0.5%
CM
1028
Capula Management
Cayman Islands
$8.91M -$780K -4,794 -8%
CIC
1029
Cutler Investment Counsel
Oregon
$8.9M -$495K -3,023 -5%
CC
1030
Constitution Capital
Connecticut
$8.9M -$144K -880 -2%
RWA
1031
River Wealth Advisors
Pennsylvania
$8.89M +$176K +1,076 +2%
AIM
1032
AMI Investment Management
Indiana
$8.87M -$1.76M -10,754 -17%
EP
1033
Eudaimonia Partners
Tennessee
$8.87M +$379K +2,315 +4%
FC
1034
Fulcrum Capital
Washington
$8.87M +$174K +1,064 +2%
WAS
1035
Wealth Advisory Solutions
Indiana
$8.85M +$1.47K +9 +0%
VFM
1036
Viking Fund Management
North Dakota
$8.84M – – –
PI
1037
PEAK6 Investments
Illinois
$8.83M -$8.97M -54,794 -50%
CBN
1038
Cadence Bank NA
Texas
$8.82M -$6.55K -40 -0.1%
AWM
1039
Altium Wealth Management
New York
$8.77M +$146K +893 +2%
MYIA
1040
Mount Yale Investment Advisors
Colorado
$8.76M +$922K +5,634 +12%
FHB
1041
First Hawaiian Bank
Hawaii
$8.75M +$16.5K +101 +0.2%
SCM
1042
Shelton Capital Management
Colorado
$8.74M -$333K -2,036 -4%
PC
1043
Permanens Capital
New York
$8.74M +$323K +1,971 +4%
SLI
1044
Sumitomo Life Insurance
Japan
$8.69M -$346K -2,113 -4%
IMOV
1045
Investment Management of Virginia
Virginia
$8.62M +$201K +1,226 +2%
SC
1046
Schulhoff & Co
Ohio
$8.61M -$47.5K -290 -0.5%
HIA
1047
Harbor Investment Advisory
Maryland
$8.61M +$100K +613 +1%
WCM
1048
Windward Capital Management
California
$8.6M +$52.9K +323 +0.6%
BIM
1049
Baldwin Investment Management
Pennsylvania
$8.58M -$43K -263 -0.5%
EFS
1050
Essex Financial Services
Connecticut
$8.57M +$1.72M +10,493 +25%
40 41
42
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