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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 %
RDWM
1226
Red Door Wealth Management
Tennessee
$6.4M +$532K +3,247 +9%
EF
1227
Empirical Finance
Pennsylvania
$6.38M +$343K +2,098 +6%
HWA
1228
Heritage Wealth Advisors
Virginia
$6.38M -$40.6K -248 -0.6%
VPI
1229
Value Partners Investments
Manitoba, Canada
$6.37M +$6.35K +39 +0.1%
MIAN
1230
Mariner Independent Advisor Network
Kansas
$6.36M -$6.69K -41 -0.1%
HCM
1231
Howland Capital Management
Massachusetts
$6.34M -$548K -3,350 -8%
AW
1232
ACG Wealth
Georgia
$6.33M -$161K -986 -2%
JIC
1233
Joel Isaacson & Co
New York
$6.33M +$643K +3,927 +11%
WIC
1234
Whitegate Investment Counselors
New Hampshire
$6.31M -$32.7K -200 -0.5%
VLKIM
1235
Van Lanschot Kempen Investment Management
Netherlands
$6.31M -$659K -4,025 -9%
CAL
1236
Capital Analysts LLC
Pennsylvania
$6.3M +$35.2K +215 +0.6%
MPM
1237
Meritage Portfolio Management
Kansas
$6.28M +$63.7K +389 +1%
PJSIMP
1238
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.28M -$28.3K -165 -0.4%
LPIC
1239
LeJeune Puetz Investment Counsel
Michigan
$6.27M +$223K +1,365 +4%
WAM
1240
Werlinich Asset Management
Connecticut
$6.26M – – –
AAMA
1241
Advanced Asset Management Advisors
Ohio
$6.26M +$164 +1 +0%
GP
1242
Greenline Partners
New York
$6.26M +$2.04M +12,484 +48%
AF
1243
Advisornet Financial
Minnesota
$6.25M -$491K -3,000 -7%
MBT
1244
Montecito Bank & Trust
California
$6.25M +$49.9K +305 +0.8%
CF
1245
Clarity Financial
Texas
$6.25M +$565K +3,452 +10%
VRM
1246
Vectors Research Management
New York
$6.25M +$109K +663 +2%
CCT
1247
Chemung Canal Trust
New York
$6.24M -$491 -3 -0%
MCM
1248
Mitchell Capital Management
Kansas
$6.24M +$264K +1,610 +4%
CM
1249
Castleark Management
Illinois
$6.23M – – –
CA
1250
CastleArk Alternatives
Illinois
$6.23M +$6.23M +38,070 New
48 49
50
51 52