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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 %
IA
1701
IFG Advisory
Georgia
$3.29M +$47.1K +288 +1%
SAM
1702
Secure Asset Management
Michigan
$3.28M +$296K +1,806 +10%
CCI
1703
Credit Capital Investments
New Jersey
$3.27M -$1.31M -8,000 -29%
AA
1704
Argent Advisors
Louisiana
$3.27M +$66.8K +408 +2%
YIA
1705
YHB Investment Advisors
Connecticut
$3.26M +$152K +931 +5%
WA
1706
Wambolt & Associates
Colorado
$3.26M +$174K +1,044 +6%
QPWM
1707
Quadrant Private Wealth Management
Pennsylvania
$3.26M +$42.1K +257 +1%
CA
1708
Cornerstone Advisory
Maryland
$3.25M +$528K +3,227 +19%
SIG
1709
Sargent Investment Group
Maryland
$3.25M +$100K +611 +3%
AW
1710
Alaethes Wealth
Nevada
$3.25M +$222K +1,357 +7%
LIA
1711
LS Investment Advisors
Michigan
$3.25M +$2.62K +16 +0.1%
WP
1712
WMS Partners
Maryland
$3.25M -$109K -668 -3%
DA
1713
Doliver Advisors
Texas
$3.24M +$391K +2,390 +14%
SF
1714
Summit Financial
New Jersey
$3.24M +$1.21M +7,369 +59%
EA
1715
Eclectic Associates
California
$3.24M +$8.51K +52 +0.3%
BL
1716
Balentine LLC
Georgia
$3.23M +$1.88M +11,461 +139%
KTC
1717
Kistler-Tiffany Companies
Pennsylvania
$3.22M -$65.5K -400 -2%
PIP
1718
Peachtree Investment Partners
Florida
$3.22M +$182K +1,112 +6%
RSWM
1719
Robertson Stephens Wealth Management
California
$3.22M -$120K -731 -4%
HIC
1720
Harvey Investment Company
Kentucky
$3.22M -$32.7K -200 -1%
DBIA
1721
Dumont & Blake Investment Advisors
New Jersey
$3.22M -$24.6K -150 -0.8%
SB
1722
Strategic Blueprint
Georgia
$3.21M +$384K +2,346 +14%
SMA
1723
Sage Mountain Advisors
Georgia
$3.21M +$200K +1,223 +7%
PFSC
1724
Peoples Financial Services Corp
Pennsylvania
$3.2M +$18K +110 +0.6%
JG
1725
Jefferies Group
New York
$3.2M -$2.32M -14,179 -42%
67 68
69
70 71