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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 %
SVWAG
1151
Sound View Wealth Advisors Group
Georgia
$7.2M -$59.8K -365 -0.8%
AC
1152
Abbrea Capital
California
$7.17M +$269K +1,646 +4%
HIP
1153
Harrell Investment Partners
Texas
$7.16M +$289K +1,767 +4%
WPP
1154
Whalerock Point Partners
Rhode Island
$7.16M +$258K +1,576 +4%
BDWM
1155
Brewin Dolphin Wealth Management
Ireland
$7.14M +$147K +900 +2%
SAI
1156
Systematic Alpha Investments
New Jersey
$7.14M +$34K +200 +0.5%
BSG
1157
Black Swift Group
Colorado
$7.14M +$7.14M +43,597 New
BFIC
1158
Bedell Frazier Investment Counselling
California
$7.13M +$439K +2,682 +7%
RI
1159
Redwood Investments
Massachusetts
$7.13M -$559K -3,416 -7%
GCMG
1160
Gyroscope Capital Management Group
Florida
$7.13M +$79.6K +486 +1%
AAS
1161
Annex Advisory Services
Wisconsin
$7.12M +$434K +2,652 +6%
SAM
1162
Smithbridge Asset Management
Pennsylvania
$7.11M -$36.8K -225 -0.5%
BAM
1163
Brave Asset Management
New Jersey
$7.11M -$88.6K -541 -1%
SCP
1164
Stamos Capital Partners
California
$7.1M -$1.01M -6,190 -12%
SA
1165
Strategic Advisors
New York
$7.09M +$196K +1,195 +3%
CBTWT
1166
Community Bank & Trust (Waco, Texas)
Texas
$7.09M +$89.2K +545 +1%
LA
1167
LVW Advisors
New York
$7.07M +$360K +2,198 +5%
GIA
1168
Guyasuta Investment Advisors
Pennsylvania
$7.07M -$29K -177 -0.4%
BWA
1169
BDO Wealth Advisors
Florida
$7.05M -$75.5K -461 -1%
PFM
1170
Premier Fund Managers
United Kingdom
$7.05M +$636K +3,830 +10%
Aristotle Capital Management
1171
Aristotle Capital Management
California
$7.03M -$637M -3,891,446 -99%
WG
1172
Welch Group
Alabama
$7.02M +$579K +3,540 +9%
IB
1173
Intrust Bank
Kansas
$7.01M +$172K +1,049 +3%
BWAM
1174
Boyd Watterson Asset Management
Ohio
$7.01M +$45.8K +280 +0.7%
GJIC
1175
Gamble Jones Investment Counsel
California
$7M +$200K +1,222 +3%
45 46
47
48 49