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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 %
RFN
1601
RDA Financial Network
Iowa
$3.83M -$65.5K -400 -2%
GCA
1602
Gradient Capital Advisors
California
$3.82M +$128K +781 +3%
AIM
1603
Aspen Investment Management
Michigan
$3.81M +$102K +625 +3%
FCFC
1604
First Commonwealth Financial Corp
Pennsylvania
$3.8M -$75K -458 -2%
HIP
1605
HUB Investment Partners
Texas
$3.8M +$16.5K +101 +0.4%
SWA
1606
SOA Wealth Advisors
New York
$3.8M +$6.38K +39 +0.2%
SOAMC
1607
Spirit of America Management Corp
New York
$3.79M – – –
GWM
1608
GSB Wealth Management
Connecticut
$3.79M -$730K -4,459 -16%
HKIM
1609
Hayek Kallen Investment Management
Alabama
$3.79M -$32.7K -200 -0.9%
AWA
1610
Arkadios Wealth Advisors
Georgia
$3.79M -$955K -5,838 -20%
BDF
1611
Balasa Dinverno & Foltz
$3.79M +$171K +1,046 +5%
AWE
1612
Avidian Wealth Enterprises
Texas
$3.78M +$304K +1,856 +9%
SW
1613
SlateStone Wealth
Florida
$3.77M -$47.1K -288 -1%
UHC
1614
Union Heritage Capital
Michigan
$3.77M – – –
BCFS
1615
Butensky & Cohen Financial Security
Florida
$3.76M +$3.44K +21 +0.1%
NDSI
1616
Newman Dignan & Sheerar Inc
Rhode Island
$3.76M +$11.8K +72 +0.3%
WAP
1617
Wealthcare Advisory Partners
Pennsylvania
$3.76M +$156K +955 +4%
RCAG
1618
Rehmann Capital Advisory Group
Michigan
$3.75M +$45.2K +278 +1%
NSB
1619
Norway Savings Bank
Maine
$3.75M +$43.7K +267 +1%
MFG
1620
Magnus Financial Group
New York
$3.75M +$101K +618 +3%
IRAG
1621
Investment Research & Advisory Group
Georgia
$3.71M +$21.1K +128 +0.6%
PRWA
1622
Platte River Wealth Advisors
Colorado
$3.71M +$2.43M +14,867 +191%
HAC
1623
Harbor Advisory Corp
New Hampshire
$3.71M +$13.9K +85 +0.4%
PSB
1624
Piscataqua Savings Bank
New Hampshire
$3.7M +$3.27K +20 +0.1%
SWA
1625
Sutton Wealth Advisors
Florida
$3.7M +$51.9K +317 +1%
63 64
65
66 67