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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 %
BMWM
1201
Brown Miller Wealth Management
Virginia
$6.72M +$55.5K +339 +0.8%
BO
1202
BRR OpCo
Ohio
$6.7M -$91.7K -560 -1%
MGIA
1203
Moneta Group Investment Advisors
Missouri
$6.69M +$163K +994 +2%
WANY
1204
Wealthspire Advisors (New York)
New York
$6.69M +$2.47M +15,110 +59%
ADL
1205
Asset Dedication LLC
California
$6.68M +$1.27M +7,735 +23%
LCC
1206
Lincoln Capital Corp
Rhode Island
$6.66M -$22.3K -136 -0.3%
BP
1207
Ballentine Partners
Massachusetts
$6.65M +$22.3K +136 +0.3%
CHC
1208
City Holding Co
West Virginia
$6.63M +$536K +3,275 +9%
Assenagon Asset Management
1209
Assenagon Asset Management
Luxembourg
$6.63M +$4.34M +26,491 +189%
MWM
1210
Marietta Wealth Management
Georgia
$6.62M +$235K +1,437 +4%
AAF
1211
Andra AP-fonden
Sweden
$6.61M +$246K +1,500 +4%
ST
1212
Somerset Trust
Pennsylvania
$6.6M -$98.7K -603 -1%
FB
1213
Fulton Bank
Pennsylvania
$6.57M +$277K +1,693 +4%
AFWM
1214
AMJ Financial Wealth Management
Virginia
$6.57M +$3.15M +19,235 +92%
ACM
1215
Alight Capital Management
New York
$6.55M +$6.55M +40,000 New
OFG
1216
Oxford Financial Group
Indiana
$6.54M -$63.7K -389 -1%
BCM
1217
Buckhead Capital Management
Georgia
$6.52M -$114K -696 -2%
MBTD
1218
Mechanics Bank - Trust Department
California
$6.5M -$10.1K -62 -0.2%
CIG
1219
Consolidated Investment Group
Colorado
$6.5M -$540K -3,300 -8%
KCM
1220
Karp Capital Management
California
$6.46M +$304K +1,857 +5%
WSC
1221
Wellington Shields & Co
New York
$6.46M +$3.27K +20 +0.1%
SP
1222
Symmetry Partners
Connecticut
$6.45M +$811K +4,806 +14%
CW
1223
CreativeOne Wealth
Kansas
$6.42M +$89.7K +549 +1%
FPS
1224
Fieldpoint Private Securities
Connecticut
$6.41M +$33.9K +207 +0.5%
S
1225
Surevest
California
$6.41M +$84K +513 +1%
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