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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 %
OWP
1826
Obermeyer Wealth Partners
Colorado
$2.73M +$65.3K +399 +2%
WAM
1827
WealthTrust Asset Management
Florida
$2.73M +$1.2M +7,354 +79%
GIM
1828
Guardian Investment Management
California
$2.73M +$12.3K +75 +0.5%
CA
1829
Continental Advisors
Utah
$2.72M -$262K -1,600 -9%
1WA
1830
180 Wealth Advisors
Washington
$2.71M +$24.8K +149 +0.9%
IC
1831
Inscription Capital
Texas
$2.7M -$52M -317,619 -95%
QFA
1832
Quattro Financial Advisors
Texas
$2.7M -$80.1K -473 -3%
KF
1833
Krilogy Financial
Missouri
$2.7M +$23.6K +144 +0.9%
IFWM
1834
Institute for Wealth Management
Colorado
$2.7M +$76.8K +469 +3%
WCM
1835
Washington Capital Management
Washington
$2.69M +$667K +4,075 +33%
PAM
1836
Premier Asset Management
Illinois
$2.69M +$710K +4,340 +36%
TLP
1837
Trinity Legacy Partners
Texas
$2.69M +$134K +817 +5%
FMB
1838
Field & Main Bank
Kentucky
$2.67M -$148K -905 -5%
FANJ
1839
Financial Architects (New Jersey)
New Jersey
$2.67M -$185K -1,131 -6%
AWM
1840
Aberdeen Wealth Management
Illinois
$2.67M -$30.3K -185 -1%
MI
1841
Markston International
New York
$2.65M -$1.95M -11,900 -42%
MIM
1842
Moseley Investment Management
Florida
$2.64M +$27.2K +163 +1%
RWM
1843
RKL Wealth Management
Pennsylvania
$2.64M -$3.77K -23 -0.1%
EN1L
1844
Engine No 1 LLC
California
$2.64M +$1.05M +6,427 +66%
GA
1845
Greytown Advisors
Florida
$2.64M +$1.19M +7,280 +83%
SIM
1846
Sterling Investment Management
Arizona
$2.63M -$1.64K -10 -0.1%
EI
1847
Ethic Inc
New York
$2.63M +$147K +899 +6%
EWM
1848
EPG Wealth Management
Georgia
$2.63M +$121K +740 +5%
DTC
1849
Davidson Trust Company
Washington
$2.63M -$13.3K -81 -0.5%
OCM
1850
Orleans Capital Management
Louisiana
$2.62M -$4.09K -25 -0.2%
72 73
74
75 76