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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 %
DSC
1051
Duncker Streett & Co
Missouri
$8.55M -$306K -1,868 -3%
AIA
1052
AGF Investments America
Ontario, Canada
$8.55M – – –
IIM
1053
Ipswich Investment Management
Massachusetts
$8.51M +$685K +4,182 +9%
AWP
1054
Ascent Wealth Partners
New York
$8.5M -$33.7K -206 -0.4%
CFA
1055
Capstone Financial Advisors
Illinois
$8.49M +$66.3K +405 +0.8%
PGIM
1056
Pacific Global Investment Management
California
$8.48M -$8.35K -51 -0.1%
EFSCE
1057
Enterprise Financial Services Corp (EFSC)
Missouri
$8.45M +$2.92M +17,820 +53%
BL
1058
BCWM LLC
Kansas
$8.44M +$134K +821 +2%
SFO
1059
Stokes Family Office
Louisiana
$8.44M +$481K +2,940 +6%
MP
1060
McDonald Partners
Ohio
$8.44M +$148K +903 +2%
LA
1061
Lynch & Associates
Indiana
$8.44M +$115K +701 +1%
TIAM
1062
TT International Asset Management
United Kingdom
$8.43M -$5.5M -33,572 -39%
LBD
1063
Landsberg Bennett & Dubbaneh
Florida
$8.42M +$44.5K +266 +0.5%
NPT
1064
Nixon Peabody Trust
Massachusetts
$8.42M +$307K +1,873 +4%
CCP
1065
Cardan Capital Partners
Colorado
$8.4M +$22.1K +135 +0.3%
KJHP
1066
K.J. Harrison & Partners
Ontario, Canada
$8.39M +$332K +2,017 +4%
BWP
1067
Baldwin Wealth Partners
Massachusetts
$8.36M +$1.52M +9,268 +22%
NGA
1068
Naples Global Advisors
Florida
$8.35M +$13.1K +80 +0.2%
SBL
1069
Sargent Bickham Lagudis
Colorado
$8.35M +$179K +1,096 +2%
MCP
1070
Mirador Capital Partners
California
$8.34M +$128K +784 +2%
SGCA
1071
Steel Grove Capital Advisors
Tennessee
$8.31M -$40.9K -250 -0.5%
GCM
1072
Garland Capital Management
Washington
$8.29M -$73.7K -450 -0.9%
CCMINC
1073
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.25M -$129K -791 -2%
HA
1074
Hamel Associates
New Jersey
$8.24M +$63.4K +387 +0.8%
PA
1075
Parallel Advisors
California
$8.23M +$336K +2,055 +4%
41 42
43
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