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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 %
NCM
1801
Next Capital Management
New York
$2.86M – – –
WPA
1802
West Paces Advisors
Georgia
$2.85M -$143K -871 -5%
FWP
1803
Falcon Wealth Planning
California
$2.85M +$160K +979 +6%
TCM
1804
Tandem Capital Management
New Jersey
$2.84M +$24.9K +152 +0.9%
HCM
1805
Hodges Capital Management
Texas
$2.84M +$171K +1,045 +6%
CFFP
1806
Center for Financial Planning
Michigan
$2.83M +$46.7K +285 +2%
CIC
1807
Chilton Investment Company
Connecticut
$2.82M +$240K +1,468 +9%
RCIM
1808
Red Cedar Investment Management
Michigan
$2.82M – – –
CWP
1809
CFM Wealth Partners
Texas
$2.81M +$62K +379 +2%
CWA
1810
Clarity Wealth Advisors
California
$2.81M +$291K +1,780 +12%
BWL
1811
Bogart Wealth LLC
Virginia
$2.81M +$468K +2,857 +20%
EL
1812
EMFO LLC
Florida
$2.8M -$49.1K -300 -2%
BFA
1813
Benedict Financial Advisors
Georgia
$2.8M +$80.9K +494 +3%
DC
1814
DeDora Capital
California
$2.78M +$90K +550 +3%
GKFF
1815
George Kaiser Family Foundation
Oklahoma
$2.78M -$594K -3,631 -18%
SFG
1816
StrategIQ Financial Group
Indiana
$2.78M -$9.49K -58 -0.3%
AWM
1817
Aries Wealth Management
Maine
$2.78M +$40.6K +248 +1%
SCM
1818
Seascape Capital Management
New Hampshire
$2.78M +$196K +1,198 +8%
ZB
1819
Zions Bancorporation
Utah
$2.76M +$141K +860 +5%
BCA
1820
Berman Capital Advisors
Georgia
$2.75M +$470K +2,875 +21%
GFS
1821
GYL Financial Synergies
Connecticut
$2.75M -$194K -1,186 -7%
OIA
1822
Optimum Investment Advisors
Illinois
$2.75M -$1.11M -6,771 -29%
TLCM
1823
Twin Lakes Capital Management
California
$2.74M +$190K +1,160 +7%
DMK
1824
David M. Knott
$2.74M -$234K -1,430 -8%
IF
1825
Intrua Financial
Texas
$2.74M +$335K +1,998 +14%
71 72
73
74 75