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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 %
BFC
1326
Bedel Financial Consulting
Indiana
$5.64M +$445K +2,719 +9%
BKA
1327
Brick & Kyle Associates
Pennsylvania
$5.64M +$31.5K +192 +0.6%
GRP
1328
Global Retirement Partners
California
$5.63M +$240K +1,465 +4%
RIA
1329
Regal Investment Advisors
Michigan
$5.62M +$458K +2,796 +9%
CAM
1330
Chou Associates Management
Ontario, Canada
$5.61M – – –
CF
1331
Centaurus Financial
California
$5.61M +$229K +1,401 +4%
WCA
1332
Westover Capital Advisors
Delaware
$5.56M +$201K +1,230 +4%
SFA
1333
Souders Financial Advisors
Ohio
$5.56M +$192K +1,175 +4%
OIM
1334
Opus Investment Management
Massachusetts
$5.53M – – –
DIP
1335
DT Investment Partners
Pennsylvania
$5.52M +$604K +3,692 +12%
TW
1336
TrinityPoint Wealth
Connecticut
$5.49M -$6.88K -42 -0.1%
CAIMH
1337
Central Asset Investments & Management Holdings
Hong Kong
$5.47M -$3.22M -19,670 -37%
SWM
1338
SeaCrest Wealth Management
New York
$5.46M +$152K +929 +3%
BZWA
1339
Blue Zone Wealth Advisors
California
$5.46M -$38.8K -237 -0.7%
NAM
1340
NTV Asset Management
West Virginia
$5.45M +$1.06M +6,455 +24%
CT
1341
Chicago Trust
Illinois
$5.45M +$123K +754 +2%
FC
1342
Forte Capital
New York
$5.43M +$218K +1,331 +4%
LBC
1343
Lawrence B. Cohen
$5.42M -$389K -2,374 -7%
IWM
1344
IHT Wealth Management
Illinois
$5.41M -$986K -6,021 -15%
TA
1345
TFG Advisers
Michigan
$5.41M +$36.2K +221 +0.7%
HCA
1346
Horan Capital Advisors
Ohio
$5.39M +$206K +1,258 +4%
MMPW
1347
Mitchell McLeod Pugh & Williams
Alabama
$5.39M +$128K +780 +2%
SIM
1348
Sentry Investment Management
Wisconsin
$5.37M +$37.8K +231 +0.7%
MM
1349
Meridian Management
Arkansas
$5.35M +$433K +2,646 +9%
BOPW
1350
Brandywine Oak Private Wealth
Pennsylvania
$5.35M +$181K +1,104 +3%
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