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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 %
BFC
1626
Blue Fin Capital
Rhode Island
$3.69M -$14.2K -87 -0.4%
PB
1627
Pinnacle Bancorp
Nebraska
$3.69M +$1.83M +11,189 +99%
VA
1628
Valmark Advisers
Ohio
$3.68M +$7.86K +48 +0.2%
WCM
1629
Wunderlich Capital Managemnt
Tennessee
$3.68M +$101K +620 +3%
MCWS
1630
McKinley Carter Wealth Services
West Virginia
$3.68M +$156K +950 +4%
HWA
1631
Heritage Way Advisors
Illinois
$3.67M -$6.38K -39 -0.2%
CH
1632
Canton Hathaway
Rhode Island
$3.67M +$112K +685 +3%
CAN
1633
Claraphi Advisory Network
United States
$3.65M -$1.15K -7 -0%
PBC
1634
Pavion Blue Capital
California
$3.65M -$25.4K -155 -0.7%
BMC
1635
Beaton Management Company
Massachusetts
$3.65M -$982 -6 -0%
CWAG
1636
Compton Wealth Advisory Group
Virginia
$3.65M -$57.3K -350 -2%
WP
1637
WealthSource Partners
California
$3.63M +$315K +1,927 +10%
PPWP
1638
Proquility Private Wealth Partners
Nevada
$3.62M +$95.1K +581 +3%
AFA
1639
AllGen Financial Advisors
Florida
$3.61M +$721K +4,404 +25%
FUBT
1640
First United Bank & Trust
Maryland
$3.61M +$13.4K +82 +0.4%
MFG
1641
Merit Financial Group
Georgia
$3.6M +$161K +981 +5%
CAS
1642
Cascadia Advisory Services
Oregon
$3.59M +$25.5K +156 +0.7%
LCM
1643
Leisure Capital Management
California
$3.59M +$215K +1,314 +6%
ATC
1644
Adirondack Trust Company
New York
$3.59M -$29.9K -176 -0.8%
EW
1645
Evoke Wealth
California
$3.58M +$346K +2,113 +11%
NB
1646
Nicolet Bankshares
Wisconsin
$3.57M +$208K +1,271 +6%
FFA
1647
Founders Financial Alliance
North Carolina
$3.57M +$97.6K +596 +3%
AIA
1648
Armor Investment Advisors
North Carolina
$3.56M -$90.7K -554 -2%
FMTCOCP
1649
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.56M -$4.09K -25 -0.1%
BFM
1650
Boston Financial Management
Massachusetts
$3.56M +$441K +2,697 +14%
64 65
66
67 68