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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 %
AIP
1651
Almanack Investment Partners
Pennsylvania
$3.55M +$160K +975 +5%
PCM
1652
Poehling Capital Management
Wisconsin
$3.55M -$116K -709 -3%
CT
1653
Columbia Trust
Oregon
$3.54M +$113K +691 +3%
FMW
1654
Farr Miller & Washington
District of Columbia
$3.53M – – –
MA
1655
Modus Advisors
Minnesota
$3.52M +$15.9K +97 +0.5%
AWM
1656
Affinity Wealth Management
Delaware
$3.52M -$94.7K -571 -3%
CPA
1657
Court Place Advisors
Maryland
$3.52M -$32.7K -200 -0.9%
CWM
1658
Cordatus Wealth Management
Pennsylvania
$3.51M +$3.51M +21,468 New
V
1659
VeraBank
Texas
$3.51M +$126K +770 +4%
CCA
1660
Cobblestone Capital Advisors
New York
$3.49M -$237K -1,450 -6%
NPP
1661
New Potomac Partners
Maryland
$3.49M -$24.6K -150 -0.7%
ESB
1662
Essex Savings Bank
Connecticut
$3.48M +$56.6K +354 +2%
IP
1663
Investment Partners
Ohio
$3.48M -$11.8K -72 -0.3%
B
1664
Brightworth
Georgia
$3.48M +$287K +1,754 +9%
LAIC
1665
Lederer & Associates Investment Counsel
California
$3.47M +$37.2K +227 +1%
LHC
1666
Little House Capital
Massachusetts
$3.46M -$794K -4,851 -19%
GDP
1667
Great Diamond Partners
Maine
$3.45M +$223K +1,363 +7%
NAMP
1668
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.45M +$40.9K +250 +1%
WWA
1669
WC Walker & Associates
California
$3.44M +$59.6K +364 +2%
CIP
1670
Convergence Investment Partners
Florida
$3.42M -$1.04M -6,331 -23%
OC
1671
Oarsman Capital
Wisconsin
$3.42M -$152K -928 -4%
AMG
1672
Advisors Management Group
Wisconsin
$3.41M +$23.2K +142 +0.7%
ACP
1673
Ashfield Capital Partners
California
$3.41M – – –
CB
1674
CNB Bank
Pennsylvania
$3.41M +$216K +1,322 +7%
IP
1675
Intellectus Partners
California
$3.4M +$6.06K +37 +0.2%
65 66
67
68 69