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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 %
SW
1501
SkyOak Wealth
Michigan
$4.32M +$1.96K +12 +0%
SIC
1502
Shoker Investment Counsel
Ohio
$4.32M +$2.62K +16 +0.1%
PGWM
1503
Parisi Gray Wealth Management
New Jersey
$4.31M -$11.2K -67 -0.3%
CAAS
1504
Capital Asset Advisory Services
Michigan
$4.3M -$79.1K -483 -2%
NP
1505
NorthRock Partners
Minnesota
$4.3M +$289K +1,740 +7%
HA
1506
Herold Advisors
New York
$4.3M +$4.3M +26,265 New
FCMT
1507
Founders Capital Management (Texas)
Texas
$4.3M +$130K +796 +3%
NIM
1508
Nicollet Investment Management
Minnesota
$4.29M +$52.6K +321 +1%
SSI
1509
Scott & Selber Inc
Texas
$4.28M -$121K -741 -3%
HCM
1510
Hengehold Capital Management
Ohio
$4.27M +$51.6K +315 +1%
TA
1511
Tiedemann Advisors
New York
$4.26M -$934K -5,704 -18%
MFA
1512
Mayflower Financial Advisors
Massachusetts
$4.26M -$153K -906 -3%
CT
1513
Clearstead Trust
Maine
$4.26M +$242K +1,480 +6%
EML
1514
Eos Management LP
New York
$4.26M – – –
QCG
1515
Quadrant Capital Group
Ohio
$4.26M +$341K +2,082 +9%
SIAG
1516
Signet Investment Advisory Group
Rhode Island
$4.26M +$192K +1,175 +5%
Tudor Investment Corp
1517
Tudor Investment Corp
Connecticut
$4.25M -$5.28M -32,232 -55%
PP
1518
PDS Planning
Ohio
$4.24M +$109K +663 +3%
LTI
1519
Laffer Tengler Investments
Tennessee
$4.24M +$1.37M +8,339 +47%
MVA
1520
Mount Vernon Associates
Maryland
$4.24M +$77.8K +475 +2%
9WM
1521
9258 Wealth Management
Ohio
$4.22M -$50.1K -306 -1%
AFA
1522
Abacus FCF Advisors
Florida
$4.22M +$423K +2,593 +11%
CWA
1523
Canvas Wealth Advisors
Kansas
$4.22M -$217K -1,326 -5%
CWM
1524
Chesapeake Wealth Management
Virginia
$4.21M -$375K -2,293 -8%
BC
1525
Burney Company
Virginia
$4.21M +$1.15K +7 +0%
59 60
61
62 63