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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 %
MSA
1526
Marino Stram & Associates
Massachusetts
$4.2M -$1.54M -9,382 -27%
HNW
1527
High Note Wealth
Minnesota
$4.2M +$73.7K +450 +2%
AIC
1528
Ameritas Investment Company
Nebraska
$4.2M +$2.08M +12,689 +98%
AF
1529
Allworth Financial
California
$4.19M +$1.79M +10,959 +75%
AIS
1530
AM Investment Strategies
Tennessee
$4.18M +$2.95K +18 +0.1%
ECML
1531
Eagle Capital Management (Louisiana)
Louisiana
$4.18M +$62.7K +383 +2%
SS
1532
Simplicity Solutions
Minnesota
$4.16M +$1.08M +6,580 +35%
XSC
1533
X-Square Capital
Puerto Rico
$4.15M +$247K +1,508 +6%
CPA
1534
Capital Planning Advisors
California
$4.15M -$19.2K -117 -0.5%
OPS
1535
Orion Portfolio Solutions
Nebraska
$4.15M +$63.5K +388 +2%
LOAMS
1536
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.15M +$624K +4,100 +18%
JIP
1537
Jaffetilchin Investment Partners
Florida
$4.14M -$3.52M -21,495 -46%
CM
1538
Crestline Management
Texas
$4.13M +$4.13M +25,251 New
FBFS
1539
First Business Financial Services
Wisconsin
$4.13M +$271K +1,655 +7%
CFMC
1540
Curbstone Financial Management Corp
New Hampshire
$4.12M +$114K +694 +3%
CA
1541
Claro Advisors
Massachusetts
$4.12M +$114K +695 +3%
SWIG
1542
Strategic Wealth Investment Group
Kentucky
$4.12M +$923K +5,654 +29%
LRPA
1543
L. Roy Papp & Associates
Arizona
$4.11M – – –
JWCA
1544
J.W. Coons Advisors
Ohio
$4.11M -$299K -1,827 -7%
SCM
1545
Sirios Capital Management
Massachusetts
$4.1M -$5.2M -31,751 -56%
CNFG
1546
Creegan & Nassoura Financial Group
New Hampshire
$4.09M -$28.6K -175 -0.7%
PHS
1547
Pekin Hardy Strauss
Illinois
$4.09M +$57.3K +350 +1%
GEA
1548
Glen Eagle Advisors
New Jersey
$4.09M +$718K +4,385 +21%
MCC
1549
Malaga Cove Capital
California
$4.08M -$29K -177 -0.7%
SMH
1550
Sanders Morris Harris
Texas
$4.08M – – –
60 61
62
63 64