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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 %
CIAS
1476
Capital Investment Advisory Services
North Carolina
$4.47M +$339K +2,071 +8%
NFG
1477
Next Financial Group
Texas
$4.46M +$727K +4,444 +19%
ANRIA
1478
American National Registered Investment Advisor
Texas
$4.46M -$16.2K -99 -0.4%
LJAC
1479
L.J. Altfest & Co
New York
$4.45M -$164K -1,003 -4%
PWMAG
1480
Pinnacle Wealth Management Advisory Group
New Jersey
$4.44M +$55.7K +340 +1%
VNIM
1481
Vaughan Nelson Investment Management
Texas
$4.44M +$567K +3,465 +15%
UBG
1482
United Bank (Georgia)
Georgia
$4.43M +$93.8K +573 +2%
CFGS
1483
Concourse Financial Group Securities
Alabama
$4.42M +$133K +811 +3%
MC
1484
Mathes Company
New York
$4.42M -$210K -1,285 -5%
PA
1485
Procyon Advisors
Connecticut
$4.4M +$383K +2,338 +10%
YIH
1486
Y-Intercept (HK)
Hong Kong
$4.4M +$3.8M +23,230 +641%
HZ
1487
Hixon Zuercher
Ohio
$4.39M +$181K +1,103 +4%
PMG
1488
ProVise Management Group
Florida
$4.38M +$48.9K +299 +1%
TMAM
1489
Tokio Marine Asset Management
Japan
$4.38M +$515K +3,145 +13%
CCM
1490
Carderock Capital Management
Maryland
$4.38M +$115K +700 +3%
RWB
1491
RMR Wealth Builders
New Jersey
$4.37M +$149K +910 +4%
AB
1492
Atlas Brown
Kentucky
$4.37M +$40.4K +247 +0.9%
SIAP
1493
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.36M -$15.6K -95 -0.4%
AP
1494
Americana Partners
Texas
$4.36M +$1.53M +9,322 +54%
JFA
1495
Johanson Financial Advisors
California
$4.36M +$28K +171 +0.6%
VanEck Associates
1496
VanEck Associates
New York
$4.35M -$1.64M -9,994 -27%
IBOK
1497
Independence Bank of Kentucky
Kentucky
$4.35M +$12.1K +74 +0.3%
NC
1498
NewSquare Capital
Pennsylvania
$4.35M +$112K +685 +3%
AFA
1499
Arlington Financial Advisors
California
$4.34M -$18.8K -115 -0.4%
RA
1500
RFG Advisory
Alabama
$4.32M +$297K +1,813 +7%
58 59
60
61 62