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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 %
HH
1551
Hilltop Holdings
Texas
$4.08M -$613K -3,746 -13%
FBT
1552
First Bankers Trust
Kentucky
$4.08M +$30.8K +188 +0.8%
BS
1553
Bessemer Securities
New York
$4.08M +$698K +4,264 +21%
DA
1554
DCM Advisors
New York
$4.07M +$2M +12,245 +97%
IAS
1555
IMA Advisory Services
Colorado
$4.07M +$120K +736 +3%
B
1556
Barings
North Carolina
$4.07M +$699K +4,270 +21%
BRM
1557
Boston Research & Management
Massachusetts
$4.07M +$25.4K +155 +0.6%
CAG
1558
Csenge Advisory Group
Florida
$4.05M +$160K +956 +4%
ZCI
1559
Zevenbergen Capital Investments
Washington
$4.05M +$2.46K +15 +0.1%
FWM
1560
Fairhaven Wealth Management
Illinois
$4.05M +$374K +2,283 +10%
WLPWM
1561
Walled Lake Planning & Wealth Management
Illinois
$4.05M +$29.8K +182 +0.7%
SFA
1562
Sequoia Financial Advisors
Ohio
$4.03M -$11.5M -70,026 -74%
TB
1563
Terril Brothers
Missouri
$4.01M -$1.46M -8,902 -27%
WAS
1564
Winch Advisory Services
Wisconsin
$4.01M +$64K +391 +2%
PFO
1565
Pathstone Family Office
New Jersey
$4.01M +$148K +905 +4%
SAMT
1566
Select Asset Management & Trust
Pennsylvania
$4M +$140K +855 +4%
WOC
1567
West Oak Capital
California
$4M -$9K -55 -0.2%
CSPAM
1568
Cary Street Partners Asset Management
Virginia
$3.98M -$43.9K -268 -1%
WR
1569
WD Rutherford
Oregon
$3.98M +$195K +1,190 +5%
FF
1570
FourThought Financial
Florida
$3.98M -$380K -2,319 -9%
HVP
1571
Hudson Value Partners
Florida
$3.97M -$151K -925 -4%
RAM
1572
Roanoke Asset Management
New Jersey
$3.97M +$33.7K +206 +0.9%
BL
1573
BFSG LLC
California
$3.96M +$36K +220 +0.9%
HA
1574
Harbor Advisors
Florida
$3.95M – – –
BCM
1575
Blume Capital Management
California
$3.95M -$78.7K -481 -2%
61 62
63
64 65