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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 %
MAFM
1126
Mid Atlantic Financial Management
Pennsylvania
$7.51M +$487K +2,974 +7%
HEIP
1127
Hudson Edge Investment Partners
New Jersey
$7.5M +$42.4K +259 +0.6%
APSI
1128
Asset Planning Services Inc
Louisiana
$7.49M – – –
AWM
1129
Apollon Wealth Management
South Carolina
$7.48M +$2.49M +15,204 +50%
XF
1130
XML Financial
Maryland
$7.46M +$4.81M +29,395 +182%
FNB
1131
Farmers National Bank
Kentucky
$7.45M +$7.45M +58,621 New
DWT
1132
Dorsey & Whitney Trust
South Dakota
$7.44M -$54.5K -333 -0.7%
ERWM
1133
Elk River Wealth Management
Colorado
$7.43M -$34.1K -208 -0.5%
UTC
1134
Unified Trust Company
Kentucky
$7.4M +$26K +159 +0.4%
FMWA
1135
Forvis Mazars Wealth Advisors
Missouri
$7.4M +$845K +5,163 +13%
PAI
1136
Pittenger & Anderson Inc
Nebraska
$7.39M +$101K +615 +1%
BB
1137
Berkshire Bank
Massachusetts
$7.38M -$2.95K -18 -0%
FMTC
1138
Farmers & Merchants Trust Company
California
$7.38M +$96.6K +590 +1%
SWA
1139
Stratos Wealth Advisors
Ohio
$7.34M +$854K +5,215 +13%
OIA
1140
OneDigital Investment Advisors
Kansas
$7.32M +$317K +1,938 +5%
QIM
1141
Quantitative Investment Management
Virginia
$7.31M +$7.31M +44,643 New
WorldQuant Millennium Advisors
1142
WorldQuant Millennium Advisors
New York
$7.31M +$5.31M +32,410 +265%
MCM
1143
McRae Capital Management
New Jersey
$7.3M +$117K +715 +2%
DDC
1144
DF Dent & Co
Maryland
$7.28M -$4.58K -28 -0.1%
NSAM
1145
North Star Asset Management
Wisconsin
$7.27M +$123K +750 +2%
WCM
1146
Wisconsin Capital Management
Wisconsin
$7.26M -$475K -2,900 -6%
LSPW
1147
Lake Street Private Wealth
Illinois
$7.26M +$127K +775 +2%
ACM
1148
Alpha Capital Management
Texas
$7.21M +$57.1K +349 +0.8%
SAM
1149
Selway Asset Management
$7.21M -$81.8K -500 -1%
ACM
1150
Argyle Capital Management
Pennsylvania
$7.2M -$24.6K -150 -0.3%
44 45
46
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