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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 %
SFP
1301
Shepherd Financial Partners
Massachusetts
$5.87M +$44.2K +270 +0.8%
BA
1302
Baugh & Associates
Georgia
$5.86M -$7.37K -45 -0.1%
VWA
1303
V Wealth Advisors
Kansas
$5.84M +$21.3K +130 +0.4%
CCA
1304
Checchi Capital Advisers
California
$5.81M +$1.02M +6,248 +21%
NEIRG
1305
New England Investment & Retirement Group
Massachusetts
$5.79M -$138K -841 -2%
BCPWM
1306
Bradley & Co Private Wealth Management
Florida
$5.77M +$212K +1,296 +4%
MFG
1307
MidWestOne Financial Group
Iowa
$5.76M -$41.6K -254 -0.7%
BA
1308
Bridgewater Advisors
New York
$5.75M +$280K +1,709 +5%
EGA
1309
E&G Advisors
Texas
$5.75M +$5.75M +35,152 New
KPW
1310
Kore Private Wealth
New York
$5.75M +$82.2K +502 +1%
PAMG
1311
Patton Albertson Miller Group
Tennessee
$5.75M +$1.76M +10,774 +44%
AIA
1312
Affinity Investment Advisors
California
$5.75M +$276K +1,684 +5%
CCM
1313
Coerente Capital Management
Ontario, Canada
$5.73M +$32.7K +200 +0.6%
IMPI
1314
Ilmarinen Mutual Pension Insurance
Finland
$5.73M – – –
GD
1315
Grandfield & Dodd
New York
$5.72M +$82.6K +505 +1%
JCM
1316
Jacobi Capital Management
Pennsylvania
$5.7M +$259K +1,585 +5%
LFA
1317
Legacy Financial Advisors
Kentucky
$5.69M +$235K +1,438 +4%
APP
1318
Avantax Planning Partners
Iowa
$5.68M +$165K +1,005 +3%
CIM
1319
Contravisory Investment Management
Massachusetts
$5.67M -$112K -686 -2%
SHA
1320
Seneca House Advisors
Virginia
$5.66M +$733K +4,479 +15%
SCM
1321
Silvant Capital Management
Georgia
$5.66M -$472K -2,881 -8%
EIM
1322
Essex Investment Management
Massachusetts
$5.66M -$946K -5,777 -14%
HL
1323
HeadInvest LLC
Maine
$5.65M -$9K -55 -0.2%
CGL
1324
Clarius Group LLC
Washington
$5.65M +$146K +892 +3%
FA
1325
FMA Advisory
Pennsylvania
$5.64M -$84.3K -515 -1%
51 52
53
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