JPM icon

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 %
MCM
1676
McMillion Capital Management
North Carolina
$3.4M -$326K -1,994 -9%
IIC
1677
Integrated Investment Consultants
Michigan
$3.39M +$36K +220 +1%
SIM
1678
Studio Investment Management
Illinois
$3.38M +$3.38M +20,648 New
VIA
1679
Vantis Investment Advisers
Florida
$3.37M -$6.4M -39,100 -65%
SC
1680
Sawyer & Company
Massachusetts
$3.37M -$24.6K -150 -0.7%
BCA
1681
Bay Colony Advisors
Massachusetts
$3.37M +$2.29K +14 +0.1%
CCFM
1682
Clear Creek Financial Management
Washington
$3.37M +$159K +972 +5%
Fiera Capital (Canada)
1683
Fiera Capital (Canada)
Quebec, Canada
$3.37M -$803K -4,907 -19%
PP
1684
Pacifica Partners
Canada
$3.36M -$8.8K -54 -0.3%
OPPTF
1685
OPSEU Pension Plan Trust Fund
Ontario, Canada
$3.34M -$50.7K -307 -1%
ECM
1686
Elgethun Capital Management
South Dakota
$3.34M -$10.5K -64 -0.3%
UIA
1687
UBP Investment Advisors
Switzerland
$3.33M +$81.6K +499 +3%
HCM
1688
Hudson Capital Management
New Jersey
$3.33M -$34.7K -212 -1%
OF
1689
Outfitter Financial
Maine
$3.33M -$24.9K -152 -0.7%
FPB
1690
First PREMIER Bank
South Dakota
$3.33M +$2.62K +16 +0.1%
IAIM
1691
International Assets Investment Management
Florida
$3.32M -$1.21M -21,230 -27%
MWM
1692
Minot Wealth Management
Massachusetts
$3.32M +$319K +1,951 +11%
VIA
1693
Vident Investment Advisory
Georgia
$3.32M +$1.3M +7,920 +64%
CIA
1694
Cohen Investment Advisors
New Hampshire
$3.31M -$55K -336 -2%
APG
1695
Abacus Planning Group
South Carolina
$3.31M +$16.2K +99 +0.5%
AMIM
1696
Aull & Monroe Investment Management
Alabama
$3.31M -$5.89K -36 -0.2%
TNAM
1697
Terra Nova Asset Management
New York
$3.31M +$147K +895 +5%
AC
1698
Asio Capital
Kentucky
$3.3M +$803K +4,907 +32%
PWA
1699
Phoenix Wealth Advisors
North Carolina
$3.29M +$14.9K +91 +0.5%
CSPIA
1700
Cary Street Partners Investment Advisory
Virginia
$3.29M +$154K +943 +5%
66 67
68
69 70