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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 %
CS
1451
Comerica Securities
Michigan
$4.72M +$201K +1,227 +4%
JSMC
1452
Jess S. Morgan & Co
California
$4.7M +$220K +1,343 +5%
SFFS
1453
Stonehage Fleming Financial Services
Jersey
$4.69M +$1.32M +8,000 +39%
GIM
1454
Goelzer Investment Management
Indiana
$4.68M -$158K -967 -3%
OPA
1455
Old Port Advisors
Maine
$4.66M +$81K +479 +2%
BTWM
1456
Baker Tilly Wealth Management
Wisconsin
$4.64M +$146K +890 +3%
P
1457
Pitcairn
Pennsylvania
$4.64M -$83.6K -511 -2%
JC
1458
JB Capital
Connecticut
$4.63M +$4.63M +28,281 New
5L
1459
55I LLC
Massachusetts
$4.62M +$787K +4,810 +21%
LWM
1460
Laidlaw Wealth Management
New York
$4.61M +$461K +2,818 +11%
HI
1461
Hudock Inc
Pennsylvania
$4.6M +$28.2K +172 +0.6%
ACG
1462
Allen Capital Group
Nebraska
$4.6M +$244K +1,488 +6%
CST
1463
Charles Schwab Trust
Nevada
$4.59M +$99.2K +606 +2%
NG
1464
NatWest Group
United Kingdom
$4.58M +$1.14M +6,980 +33%
ATI
1465
Act Two Investors
California
$4.57M – – –
CCM
1466
Canal Capital Management
Virginia
$4.56M -$107K -655 -2%
TIA
1467
Tiemann Investment Advisors
California
$4.56M -$41.7K -255 -0.9%
ZIG
1468
Zurich Insurance Group
Switzerland
$4.55M – – –
NF
1469
Nikulski Financial
Iowa
$4.55M +$86.9K +531 +2%
HCM
1470
Hall Capital Management
Rhode Island
$4.54M +$62.9K +384 +1%
MSAM
1471
Moloney Securities Asset Management
Missouri
$4.53M -$812K -4,963 -15%
TI
1472
tru Independence
Oregon
$4.53M +$9.99K +61 +0.2%
JSL
1473
JT Stratford LLC
Georgia
$4.51M +$90.5K +553 +2%
DLG
1474
Daniel L. Goodwin
$4.51M – – –
BHB
1475
Bank Hapoalim BM
Israel
$4.49M +$2.95K +18 +0.1%
57 58
59
60 61