JPM icon

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 %
SFI
1351
SPC Financial Inc
Maryland
$5.34M -$330K -2,019 -6%
UAM
1352
Unison Asset Management
Florida
$5.34M -$13.9K -85 -0.3%
CWG
1353
Cornerstone Wealth Group
North Carolina
$5.33M +$319K +1,950 +6%
SS
1354
Sunbelt Securities
Texas
$5.32M – – –
CF
1355
CNA Financial
Illinois
$5.32M -$409K -2,500 -7%
TPA
1356
Trivium Point Advisory
Connecticut
$5.32M +$91.3K +537 +2%
GAG
1357
GM Advisory Group
New York
$5.3M -$234K -1,427 -4%
PSP
1358
Principal Street Partners
Tennessee
$5.28M -$17.2K -105 -0.3%
ECM
1359
Exchange Capital Management
Michigan
$5.27M -$1.3M -7,947 -20%
FLI
1360
Family Legacy Inc
South Carolina
$5.27M -$230K -1,349 -4%
RAM
1361
Redmond Asset Management
Virginia
$5.25M +$2.78K +17 +0.1%
TAM
1362
Townsend Asset Management
North Carolina
$5.25M +$264K +1,612 +5%
DPIM
1363
Duff & Phelps Investment Management
Illinois
$5.25M -$127K -775 -2%
MMG
1364
Monetary Management Group
Missouri
$5.24M +$1.36M +8,330 +35%
TSWM
1365
Triangle Securities Wealth Management
North Carolina
$5.24M -$58.1K -355 -1%
ET
1366
Equitable Trust
Tennessee
$5.24M -$6.55K -40 -0.1%
DCM
1367
Delta Capital Management
New Jersey
$5.24M -$3.27K -20 -0.1%
BP
1368
BBR Partners
New York
$5.23M -$73.7K -450 -1%
MCM
1369
Monarch Capital Management
Indiana
$5.23M +$350K +2,137 +7%
LC
1370
Lincoln Capital
Nebraska
$5.23M +$5.08K +31 +0.1%
BO
1371
Bank OZK
Arkansas
$5.22M -$60.2K -368 -1%
CNC
1372
Citizens & Northern Corp
Pennsylvania
$5.21M -$260K -1,589 -5%
FIB
1373
First Interstate Bank
Montana
$5.2M +$243K +1,483 +5%
PG
1374
Patten Group
Tennessee
$5.19M +$37.8K +231 +0.7%
ST
1375
Smithfield Trust
Pennsylvania
$5.19M +$526K +3,210 +11%
53 54
55
56 57