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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 %
RIA
1101
RPG Investment Advisory
California
$7.82M +$253K +1,545 +3%
BFG
1102
Beacon Financial Group
Texas
$7.82M +$83K +500 +1%
HCA
1103
Harbour Capital Advisors
Virginia
$7.82M +$112K +683 +1%
AT
1104
Arden Trust
Delaware
$7.81M -$360K -2,197 -4%
IEFM
1105
IQ EQ Fund Management
Ireland
$7.81M -$133K -814 -2%
MCM
1106
McKinley Capital Management
Alaska
$7.8M -$12.6M -76,690 -62%
AWM
1107
Avitas Wealth Management
California
$7.8M -$45.5K -278 -0.6%
ECM
1108
EagleClaw Capital Management
Massachusetts
$7.79M +$105K +642 +1%
CNBTD
1109
Citizens National Bank Trust Department
Mississippi
$7.77M -$12.6K -77 -0.2%
BCCM
1110
Bridge Creek Capital Management
Massachusetts
$7.77M +$115K +705 +2%
WI
1111
Wintrust Investments
Illinois
$7.7M +$167K +1,022 +2%
S
1112
SignatureFD
Georgia
$7.7M +$348K +2,123 +5%
CP
1113
Corbenic Partners
Pennsylvania
$7.69M +$989K +6,041 +15%
HT
1114
HighTower Trust
Texas
$7.68M -$53.9K -329 -0.7%
CHAM
1115
Clear Harbor Asset Management
Connecticut
$7.67M +$343K +2,094 +5%
OCM
1116
One Capital Management
California
$7.64M -$74.8K -457 -1%
ACP
1117
Aviance Capital Partners
Florida
$7.62M +$159K +971 +2%
AWM
1118
Altavista Wealth Management
North Carolina
$7.56M -$358K -2,187 -5%
OAMG
1119
Odey Asset Management Group
United Kingdom
$7.56M +$3.59M +21,942 +91%
WP
1120
WealthPLAN Partners
Nebraska
$7.53M -$229K -1,407 -3%
FTDI
1121
First Trust Direct Indexing
Massachusetts
$7.53M +$478K +2,918 +7%
RC
1122
RBF Capital
California
$7.53M – – –
MCP
1123
Martin Capital Partners
Oregon
$7.52M -$25.2K -154 -0.3%
VWM
1124
Valley Wealth Managers
New Jersey
$7.52M -$115K -703 -2%
KOCAA
1125
Knights of Columbus Asset Advisors
Connecticut
$7.51M +$68.4K +418 +0.9%
43 44
45
46 47