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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 %
LWAC
1726
Laurel Wealth Advisors (California)
California
$3.2M -$263K -1,605 -8%
GF
1727
Gries Financial
Ohio
$3.2M -$1.72M -10,481 -35%
SWMP
1728
Signature Wealth Management Partners
New Jersey
$3.19M +$33.2K +203 +1%
WA
1729
WP Advisors
California
$3.18M -$40.8K -249 -1%
BFA
1730
Beaumont Financial Advisors
Massachusetts
$3.18M -$22.3K -136 -0.7%
WA
1731
WESPAC Advisors
California
$3.18M +$1.95M +11,894 +158%
CT
1732
Coastline Trust
Rhode Island
$3.16M -$6.55K -40 -0.2%
HCM
1733
Hollencrest Capital Management
California
$3.16M +$497K +3,033 +19%
SAM
1734
Sabadell Asset Management
Spain
$3.16M +$55.8K +341 +2%
BMA
1735
Brooks Moore & Associates
Tennessee
$3.16M -$49.1K -300 -2%
VNA
1736
Valley National Advisers
Pennsylvania
$3.15M +$109K +663 +4%
GSEP
1737
Golden State Equity Partners
California
$3.15M +$181K +1,104 +6%
APWM
1738
Atlas Private Wealth Management
New York
$3.15M +$63.7K +389 +2%
AWA
1739
Arete Wealth Advisors
Illinois
$3.14M +$128K +779 +4%
HT
1740
HAP Trading
New York
$3.14M -$2.49M -15,200 -44%
AIC
1741
Archer Investment Corporation
Indiana
$3.14M -$174K -1,061 -5%
ODG
1742
O'Dell Group
Ohio
$3.13M -$21.1K -129 -0.7%
HDIM
1743
Hanson & Doremus Investment Management
Vermont
$3.11M -$45.2K -276 -1%
SIA
1744
Soltis Investment Advisors
Utah
$3.11M +$132K +809 +4%
CCM
1745
Condor Capital Management
New Jersey
$3.1M +$17.2K +105 +0.6%
MIM
1746
Miller Investment Management
Pennsylvania
$3.1M – – –
QCM
1747
Quest Capital Management
Texas
$3.1M +$12.6K +77 +0.4%
DA
1748
Dillon & Associates
Michigan
$3.09M +$5.08K +31 +0.2%
SCI
1749
Stableford Capital II
Arizona
$3.08M -$67.7K -414 -2%
FFA
1750
Fragasso Financial Advisors
Pennsylvania
$3.07M -$2.11M -12,904 -41%
68 69
70
71 72