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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 %
QF
1076
QVT Financial
New York
$8.23M – – –
HWAM
1077
Hennion & Walsh Asset Management
New Jersey
$8.21M +$283K +1,728 +4%
JCM
1078
JS Capital Management
New York
$8.19M -$19.6M -120,000 -71%
NC
1079
Naman Capital
Brazil
$8.19M – – –
JC
1080
JBF Capital
Colorado
$8.19M – – –
JEST
1081
JTC Employer Solutions Trustee
Jersey
$8.16M – – –
CA
1082
Cumberland Advisors
Florida
$8.16M +$60.6K +370 +0.7%
FBC
1083
Fairfield, Bush & Co
Connecticut
$8.15M -$3.39M -20,717 -29%
ACM
1084
Adalta Capital Management
New York
$8.13M – – –
AC
1085
Arjuna Capital
North Carolina
$8.13M +$370K +2,260 +5%
MYLI
1086
Meiji Yasuda Life Insurance
Japan
$8.13M -$382K -2,334 -4%
GIP
1087
Granite Investment Partners
California
$8.12M +$60.7K +371 +0.8%
BA
1088
Ballast Advisors
Minnesota
$8.11M -$20.5K -125 -0.3%
RC
1089
Roundview Capital
New Jersey
$8.11M +$37.3K +228 +0.5%
RCM
1090
Radnor Capital Management
Pennsylvania
$8.1M +$1.22M +7,465 +18%
PL
1091
Parkwood LLC
Ohio
$8.07M -$1.05M -6,395 -11%
WIM
1092
Wittenberg Investment Management
Massachusetts
$8.04M – – –
LOPW
1093
Live Oak Private Wealth
North Carolina
$8.01M +$1.01M +6,193 +14%
PL
1094
Parthenon LLC
Kentucky
$8M -$189K -1,156 -2%
NCM
1095
Nelson Capital Management
California
$7.92M -$25.4K -155 -0.3%
KLCM
1096
KG&L Capital Management
Louisiana
$7.91M +$195K +1,191 +3%
LWCFA
1097
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.88M -$279K -1,702 -3%
IC
1098
Inverness Counsel
New York
$7.87M +$4.54M +27,749 +136%
FFG
1099
Frisch Financial Group
New York
$7.85M -$12.3K -75 -0.2%
CIA
1100
Covington Investment Advisors
Pennsylvania
$7.85M +$995K +6,080 +15%
42 43
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