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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 %
HIC
1751
Holderness Investments Company
North Carolina
$3.07M +$87.9K +537 +3%
RCM
1752
RB Capital Management
Nevada
$3.06M +$47.8K +292 +2%
AF
1753
Aldebaran Financial
$3.06M +$109K +663 +4%
Fuller & Thaler Asset Management
1754
Fuller & Thaler Asset Management
California
$3.05M -$213K -1,300 -7%
S
1755
Seeyond
France
$3.05M +$453K +2,771 +17%
ED
1756
Exane Derivatives
France
$3.04M +$248K +1,516 +9%
MWM
1757
Mission Wealth Management
California
$3.03M -$84K -513 -3%
HFBOT
1758
Home Federal Bank of Tennessee
Tennessee
$3.01M -$22.1K -135 -0.7%
CAC
1759
Certified Advisory Corp
Florida
$3M -$15.9K -97 -0.5%
ATPW
1760
Ashton Thomas Private Wealth
Arizona
$3M +$476K +2,905 +19%
GWM
1761
Graybill Wealth Management
Illinois
$3M -$72.7K -444 -2%
DMBA
1762
Deseret Mutual Benefit Administrators
Utah
$2.99M -$993K -6,069 -25%
BCM
1763
Boltwood Capital Management
California
$2.99M -$327 -2 -0%
VBCG
1764
Valley Brook Capital Group
Pennsylvania
$2.99M -$53.2K -325 -2%
AIM
1765
Acropolis Investment Management
Missouri
$2.98M +$51.4K +316 +2%
KFGK
1766
Keystone Financial Group (Kentucky)
Kentucky
$2.97M -$131K -803 -4%
RIM
1767
Redwood Investment Management
Arizona
$2.96M +$1.51M +9,217 +104%
EHWM
1768
Eads & Heald Wealth Management
Georgia
$2.96M +$45.8K +280 +2%
SCM
1769
Spreng Capital Management
Ohio
$2.95M – – –
CCG
1770
Ceeto Capital Group
Florida
$2.95M -$408K -2,494 -12%
BC
1771
Burleson & Co
California
$2.95M +$2.62K +16 +0.1%
EHC
1772
Everett Harris & Co
California
$2.95M +$221K +1,350 +8%
ADBIC
1773
A.D. Beadell Investment Counsel
Wisconsin
$2.94M -$7.37K -45 -0.3%
MWA
1774
Moser Wealth Advisors
Washington
$2.93M +$16.4K +100 +0.6%
FPIS
1775
Financial Planning & Information Services
Wisconsin
$2.93M +$34.9K +213 +1%
69 70
71
72 73