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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 %
CWM
1251
Chronos Wealth Management
Florida
$6.23M -$11.5K -70 -0.2%
SCP
1252
Shorepoint Capital Partners
Massachusetts
$6.22M +$6.22M +37,970 New
1WM
1253
1900 Wealth Management
Texas
$6.21M +$5.73M +34,996 +1,183%
DWM
1254
Dorchester Wealth Management
Quebec, Canada
$6.21M -$303K -1,850 -5%
AAM
1255
Augustine Asset Management
Florida
$6.21M +$104K +633 +2%
RMSCM
1256
R.M. Sincerbeaux Capital Management
New York
$6.2M – – –
SG
1257
Swarthmore Group
Pennsylvania
$6.2M – – –
BDS
1258
Banco de Sabadell
Florida
$6.2M -$4.12M -13,179 -40%
WPW
1259
Waldron Private Wealth
Pennsylvania
$6.19M -$2.44M -14,891 -28%
HC
1260
HNP Capital
New York
$6.18M +$44.5K +272 +0.7%
JFGIW
1261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.18M +$730K +4,458 +13%
KA
1262
Kintegral Advisory
New York
$6.18M – – –
OLA
1263
Oliver Luxxe Assets
New Jersey
$6.17M +$251K +1,531 +4%
HW
1264
Hedeker Wealth
Illinois
$6.17M +$247K +1,507 +4%
ETC
1265
Exchange Traded Concepts
Oklahoma
$6.17M +$5.58M +34,073 +950%
PAM
1266
Paradigm Asset Management
New York
$6.16M -$327K -2,000 -5%
BAM
1267
Belpointe Asset Management
Nevada
$6.16M +$349K +2,232 +6%
NB
1268
Northwest Bancshares
Pennsylvania
$6.15M +$16.5K +101 +0.3%
TI
1269
Tidal Investments
Wisconsin
$6.15M +$654K +3,997 +12%
CSS
1270
Cubist Systematic Strategies
Connecticut
$6.15M -$15.1M -92,473 -71%
MP
1271
MSD Partners
New York
$6.14M -$6.14M -37,500 -50%
LSAG
1272
Lake Street Advisors Group
New Hampshire
$6.13M +$3.4M +20,793 +125%
BSB
1273
Bangor Savings Bank
Maine
$6.13M +$674K +4,119 +12%
MWA
1274
Meridian Wealth Advisors
Texas
$6.12M +$139K +850 +2%
PRS
1275
Pinkerton Retirement Specialists
Idaho
$6.12M +$70.5K +431 +1%
49 50
51
52 53