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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 %
MCA
1776
Magnolia Capital Advisors
Mississippi
$2.93M +$387K +2,361 +15%
HCM
1777
HGI Capital Management
New York
$2.92M -$402K -2,459 -12%
SMC
1778
Smith, Moore & Co
Missouri
$2.92M -$106K -649 -4%
JIP
1779
JBJ Investment Partners
South Carolina
$2.92M – – –
RMAM
1780
Raab & Moskowitz Asset Management
New Jersey
$2.92M +$46.7K +285 +2%
Voloridge Investment Management
1781
Voloridge Investment Management
Florida
$2.92M +$2.47M +15,110 +557%
VCM
1782
Vivaldi Capital Management
Illinois
$2.92M -$146K -889 -5%
IAS
1783
Investment Advisory Services
Texas
$2.92M +$28K +171 +1%
MC
1784
Martin & Co
Tennessee
$2.91M +$233K +1,423 +9%
CWM
1785
Connecticut Wealth Management
Connecticut
$2.91M -$62.4K -381 -2%
SCA
1786
Strategic Capital Advisers
Colorado
$2.91M +$277K +1,689 +11%
SP
1787
SWS Partners
Ohio
$2.9M +$152K +927 +6%
SLT
1788
St Louis Trust
Missouri
$2.9M -$55.7K -340 -2%
GC
1789
GFG Capital
Florida
$2.89M +$92.8K +567 +3%
SIA
1790
SkyView Investment Advisors
New Jersey
$2.89M -$135K -825 -4%
ATWA
1791
Arbor Trust Wealth Advisors
Michigan
$2.89M +$63.8K +390 +2%
IWA
1792
Intercontinental Wealth Advisors
Texas
$2.89M -$193K -1,181 -6%
NL
1793
NVWM LLC
Pennsylvania
$2.89M +$72.3K +442 +3%
LFA
1794
Landmark Financial Advisors
Kentucky
$2.88M -$48.6K -319 -2%
OWA
1795
Octavia Wealth Advisors
Ohio
$2.88M -$124K -757 -4%
KFI
1796
Key Financial Inc
Pennsylvania
$2.87M -$6.38K -39 -0.2%
FSCM
1797
Front Street Capital Management
Montana
$2.87M -$167K -1,020 -6%
FAIM
1798
Financial Advocates Investment Management
Washington
$2.86M -$105K -642 -4%
IIC
1799
Ironwood Investment Counsel
Arizona
$2.86M +$189K +1,152 +7%
Edgewood Management
1800
Edgewood Management
Connecticut
$2.86M -$32.7K -200 -1%
70 71
72
73 74