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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 %
SWP
1426
Strategic Wealth Partners
Ohio
$4.88M +$867K +5,297 +22%
MIM
1427
MTM Investment Management
South Carolina
$4.87M -$263K -1,608 -5%
SSWM
1428
Sheets Smith Wealth Management
North Carolina
$4.87M +$52.1K +318 +1%
TNBTD
1429
Trustmark National Bank Trust Department
Mississippi
$4.87M -$61.7K -377 -1%
ANB
1430
Amarillo National Bank
Texas
$4.87M +$49.1K +300 +1%
AC
1431
Addison Capital
Pennsylvania
$4.86M -$4.09K -25 -0.1%
ZIG
1432
Zuckerman Investment Group
Illinois
$4.86M -$49.6K -303 -1%
SACTSONJ
1433
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.86M – – –
PHK
1434
Point72 Hong Kong
Hong Kong
$4.85M +$4.28M +26,137 +748%
MW
1435
Marcum Wealth
Ohio
$4.85M -$717K -4,381 -13%
RSS
1436
Rosenblum Silverman Sutton
California
$4.85M -$54.8K -335 -1%
LG
1437
Leuthold Group
Minnesota
$4.85M +$4.85M +29,613 New
WPA
1438
Winning Points Advisors
Florida
$4.84M +$122K +750 +3%
EP
1439
Edgestream Partners
New Jersey
$4.83M -$6.27M -38,336 -57%
EL
1440
Essex LLC
Illinois
$4.82M +$4.82M +29,427 New
TBNY
1441
Trustco Bank (New York)
New York
$4.8M -$178K -1,088 -4%
RIM
1442
Reliant Investment Management
Tennessee
$4.8M -$13.9K -85 -0.3%
EBT
1443
Enterprise Bank & Trust
Massachusetts
$4.79M +$29.3K +179 +0.6%
CPO
1444
Cerity Partners OCIO
New York
$4.78M +$765K +4,674 +19%
PP
1445
Pegasus Partners
Wisconsin
$4.77M -$211K -1,288 -4%
VCM
1446
Violich Capital Management
California
$4.75M +$250K +1,530 +6%
SMI
1447
Shelter Mutual Insurance
Missouri
$4.75M – – –
LI
1448
Lafayette Investments
Maryland
$4.74M +$39.8K +243 +0.8%
TAM
1449
Trust Asset Management
Texas
$4.74M +$196K +1,199 +4%
HI
1450
Horizon Investments
North Carolina
$4.73M -$950K -5,837 -17%
56 57
58
59 60