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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 %
CL
1276
CPWM LLC
Washington
$6.11M -$16.2K -99 -0.3%
SCA
1277
Stokes Capital Advisors
South Carolina
$6.09M +$269K +1,642 +5%
PA
1278
PFG Advisors
Arizona
$6.09M +$153K +934 +3%
SFS
1279
Strategic Financial Services
New York
$6.08M -$123K -752 -2%
FM
1280
Family Management
New York
$6.07M -$173K -1,058 -3%
FC
1281
FORA Capital
Florida
$6.06M +$6.06M +37,037 New
VIG
1282
Vienna Insurance Group
Poland
$6.06M – – –
TCM
1283
Traynor Capital Management
Pennsylvania
$6.06M +$407K +2,488 +7%
AOWM
1284
Alpha Omega Wealth Management
Virginia
$6.05M -$29.3K -179 -0.5%
BONH
1285
Bank of New Hampshire
New Hampshire
$6.05M – – –
SFA
1286
Source Financial Advisors
New York
$6.02M -$1.05M -6,420 -15%
BPM
1287
Bowling Portfolio Management
Ohio
$6.02M -$34K -208 -0.6%
YWP
1288
YorkBridge Wealth Partners
New York
$6.01M +$271K +1,658 +5%
SIMM
1289
Stillwater Investment Management (Minnesota)
Minnesota
$6.01M -$25.4K -155 -0.4%
COI
1290
Connable Office Inc
Michigan
$6.01M -$392K -2,393 -6%
BAS
1291
Brown Advisory Securities
Maryland
$5.98M -$4.55M -27,809 -43%
MLIC
1292
Mandatum Life Insurance Company
Finland
$5.98M – – –
GIA
1293
Gladstone Institutional Advisory
Florida
$5.97M +$1.78M +10,848 +42%
IFAM
1294
Institutional & Family Asset Management
Colorado
$5.97M +$115K +705 +2%
CSA
1295
Cottage Street Advisors
Massachusetts
$5.96M +$48.5K +296 +0.8%
EM
1296
Excalibur Management
Massachusetts
$5.94M +$102K +621 +2%
ANBT
1297
American National Bank & Trust
Texas
$5.92M -$1.59M -9,683 -21%
VMPIC
1298
Varma Mutual Pension Insurance Co
Finland
$5.91M – – –
SGI
1299
Summit Global Investments
Utah
$5.89M -$108K -657 -2%
MC
1300
MRJ Capital
New York
$5.88M -$143K -874 -2%
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