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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 %
AIC
1851
Argus Investors Counsel
New York
$2.62M -$1.84M -11,247 -41%
BEC
1852
Blue Edge Capital
Virginia
$2.62M – – –
CAM
1853
Covenant Asset Management
New Jersey
$2.62M -$327 -2 -0%
FAM
1854
Fulcrum Asset Management
United Kingdom
$2.62M -$2.43M – –
4WM
1855
44 Wealth Management
Oregon
$2.62M -$6.22K -38 -0.2%
WA
1856
WBH Advisory
Maryland
$2.61M +$4.42K +27 +0.2%
BSA
1857
Bull Street Advisors
Georgia
$2.61M +$35.7K +218 +1%
SCP
1858
Sandhill Capital Partners
New York
$2.61M +$30.4K +186 +1%
RDFA
1859
Ritter Daniher Financial Advisory
Ohio
$2.6M -$15.7K -96 -0.6%
BWM
1860
BCGM Wealth Management
Indiana
$2.6M +$187K +1,098 +8%
GGHC
1861
Gilder Gagnon Howe & Co
New York
$2.6M -$655 -4 -0%
BCM
1862
Birmingham Capital Management
Alabama
$2.59M -$13.1K -80 -0.5%
OAM
1863
Oak Asset Management
California
$2.59M -$25K -150 -1%
GCP
1864
GSA Capital Partners
United Kingdom
$2.59M +$2.59M +15,807 New
IF
1865
Ironwood Financial
Arizona
$2.59M +$261K +1,593 +11%
KS
1866
Karpas Strategies
Connecticut
$2.58M +$6.14K +36 +0.2%
CBFP
1867
Cedar Brook Financial Partners
Ohio
$2.58M +$75.3K +460 +3%
PWA
1868
Providence Wealth Advisors
Illinois
$2.58M -$54.3K -328 -2%
TP
1869
Tranquility Partners
Tennessee
$2.57M +$408K +2,495 +19%
GPFA
1870
Game Plan Financial Advisors
Ohio
$2.57M – – –
DAM
1871
Delta Asset Management
Tennessee
$2.57M -$146K -893 -5%
TWA
1872
TCI Wealth Advisors
Arizona
$2.57M -$217K -1,323 -8%
STC
1873
Sarah T. Connolly
$2.56M -$34K -208 -1%
RIA
1874
Realta Investment Advisors
Delaware
$2.56M -$6.55K -40 -0.3%
BCFD
1875
Boit C.F. David
$2.56M – – –
73 74
75
76 77