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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 %
HIS
1401
Horizon Investment Services
Indiana
$5.02M -$109K -667 -2%
SCM
1402
SOL Capital Management
Maryland
$5.02M -$60.6K -370 -1%
CIP
1403
Capital Insight Partners
Arizona
$5.01M +$88.7K +542 +2%
GWMIA
1404
Global Wealth Management Investment Advisory
Florida
$5.01M +$279K +1,706 +6%
GLA
1405
Good Life Advisors
Pennsylvania
$5.01M +$1.94M +11,873 +63%
WBC
1406
West Branch Capital
Massachusetts
$5.01M -$4.58K -28 -0.1%
TFS
1407
TrustCore Financial Services
Tennessee
$4.99M +$196K +1,199 +4%
IAMOG
1408
Investors Asset Management of Georgia
Georgia
$4.99M +$91.3K +558 +2%
BW
1409
Bison Wealth
Georgia
$4.98M -$60.4K -369 -1%
BRWM
1410
B. Riley Wealth Management
Tennessee
$4.98M +$130K +5,431 +3%
MFW
1411
Meristem Family Wealth
Minnesota
$4.95M +$2.65M +16,169 +115%
RWM
1412
Ritholtz Wealth Management
New York
$4.95M +$219K +1,335 +5%
KCPG
1413
Kavar Capital Partners Group
Kansas
$4.95M +$110K +672 +2%
TPM
1414
Triasima Portfolio Management
Quebec, Canada
$4.93M +$40.1K +245 +0.8%
Hudson Bay Capital Management
1415
Hudson Bay Capital Management
Connecticut
$4.91M -$4.09M -25,000 -45%
MFS
1416
Monetta Financial Services
Illinois
$4.91M – – –
AH
1417
Allen Holding
New York
$4.91M – – –
BL
1418
Bleichroeder LP
New York
$4.91M – – –
NIP
1419
Nicholas Investment Partners
California
$4.91M +$4.91M +30,000 New
ODCM
1420
Old Dominion Capital Management
Virginia
$4.91M -$5.4K -33 -0.1%
CCM
1421
Coldstream Capital Management
Washington
$4.9M +$96.6K +1,003 +2%
TPWA
1422
TRUE Private Wealth Advisors
Oregon
$4.9M -$63.5K -388 -1%
BCM
1423
Brookmont Capital Management
Texas
$4.89M +$30.9K +189 +0.6%
CPC
1424
Congress Park Capital
New York
$4.89M -$78.2K -478 -2%
CIC
1425
Cornercap Investment Counsel
Georgia
$4.88M -$120K -735 -2%
55 56
57
58 59