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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 %
FC
1376
Fusion Capital
South Carolina
$5.18M +$245K +1,497 +5%
WC
1377
Weil Company
California
$5.18M -$130K -796 -2%
MMM
1378
Mendel Money Management
Illinois
$5.17M +$119K +727 +2%
KWM
1379
Keebeck Wealth Management
Illinois
$5.16M +$56K +342 +1%
SA
1380
SRH Advisors
Kansas
$5.15M +$491 +3 +0%
SA
1381
SRN Advisors
Pennsylvania
$5.15M -$250K -1,527 -5%
JAG
1382
Journey Advisory Group
Kentucky
$5.15M +$78.6K +480 +2%
HPIA
1383
Hamilton Point Investment Advisors
North Carolina
$5.14M +$37.5K +229 +0.7%
MPIA
1384
Mountain Pacific Investment Advisers
Idaho
$5.13M -$220K -1,342 -4%
SCM
1385
Salem Capital Management
Massachusetts
$5.13M -$15.1K -92 -0.3%
SIA
1386
SeaBridge Investment Advisors
New Jersey
$5.11M -$24.6K -150 -0.5%
BBWA
1387
Bell & Brown Wealth Advisors
California
$5.1M +$5.1M +31,177 New
WA
1388
Wasatch Advisors
Utah
$5.1M -$6.71K -41 -0.1%
CCT
1389
Country Club Trust
Missouri
$5.1M +$40K +241 +0.8%
CG
1390
Caprock Group
Idaho
$5.09M -$443K -2,707 -8%
AFM
1391
Andesa Financial Management
Pennsylvania
$5.09M -$4.23M -25,844 -45%
AAM
1392
Aureus Asset Management
Massachusetts
$5.09M -$354K -2,160 -6%
HPWM
1393
High Pines Wealth Management
Massachusetts
$5.08M +$685K +4,184 +16%
TFS
1394
Thoroughbred Financial Services
Tennessee
$5.08M +$145K +887 +3%
PAM
1395
Pegasus Asset Management
New York
$5.07M +$43.4K +265 +0.9%
AWM
1396
Avior Wealth Management
Nebraska
$5.07M -$146K -893 -3%
JSC
1397
Jackson Square Capital
California
$5.06M -$82K -501 -2%
BJL
1398
Brighton Jones LLC
Washington
$5.04M +$102K +625 +2%
FPFS
1399
First Personal Financial Services
North Carolina
$5.03M +$58.4K +357 +1%
JWCA
1400
J.W. Cole Advisors
Florida
$5.03M -$534K -3,351 -10%
54 55
56
57 58