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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 %
GCM
1176
Gibraltar Capital Management
Oklahoma
$6.98M +$22.8K +139 +0.3%
BEAM
1177
Baker Ellis Asset Management
Washington
$6.98M -$107K -648 -2%
HB
1178
Homrich & Berg
Georgia
$6.98M -$409K -2,501 -6%
BA
1179
Bristlecone Advisors
Washington
$6.96M -$183K -1,119 -3%
PDN
1180
Pensionfund DSM Netherlands
Netherlands
$6.96M -$3.44M -21,000 -33%
GAM
1181
Gotham Asset Management
New York
$6.94M -$865K -5,287 -11%
SFG
1182
SevenBridge Financial Group
Pennsylvania
$6.92M -$148K -907 -2%
HCM
1183
Huber Capital Management
California
$6.91M +$81.8K +500 +1%
PWS
1184
Peloton Wealth Strategists
Indiana
$6.9M -$164K -1,000 -2%
SSA
1185
Schonfeld Strategic Advisors
New York
$6.9M +$351K +2,142 +5%
AMM
1186
American Money Management
California
$6.88M +$17.5K +107 +0.3%
LFDLE
1187
La Financiere de L'Echiquier
France
$6.88M -$655K -4,000 -9%
NAS
1188
Nicolet Advisory Services
Wisconsin
$6.88M +$146K +894 +2%
VST
1189
Van Strum & Towne
California
$6.84M -$8.19K -50 -0.1%
CC
1190
Carlson Capital
Texas
$6.84M -$18.9M -115,533 -73%
HWM
1191
Hohimer Wealth Management
Washington
$6.84M -$169K -1,032 -2%
EWA
1192
Exencial Wealth Advisors
Oklahoma
$6.83M +$1.6M +9,796 +31%
LFAS
1193
Level Four Advisory Services
Texas
$6.81M -$3.63M -22,183 -35%
AFM
1194
Abbot Financial Management
Massachusetts
$6.81M +$64.7K +395 +1%
GIA
1195
Granite Investment Advisors
New Hampshire
$6.8M -$81K -495 -1%
WPIC
1196
White Pine Investment Company
Michigan
$6.77M -$232K -1,417 -3%
UF
1197
Univest Financial
Pennsylvania
$6.75M +$92K +562 +1%
PPW
1198
Parcion Private Wealth
Washington
$6.73M +$151K +905 +2%
SNT
1199
Security National Trust
West Virginia
$6.73M – – –
CWM
1200
Concentric Wealth Management
California
$6.73M +$21K +128 +0.3%
46 47
48
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