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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 %
PCM
1876
Prelude Capital Management
New York
$2.56M -$511K -3,122 -17%
KWA
1877
KCS Wealth Advisory
California
$2.56M -$70.4K -430 -3%
SFG
1878
Summit Financial Group
West Virginia
$2.55M +$535K +3,267 +27%
SG
1879
StoneX Group
New York
$2.55M -$144K -877 -5%
CIM
1880
Cambria Investment Management
California
$2.54M -$105K -640 -4%
FCCM
1881
First City Capital Management
Georgia
$2.54M +$14.1K +86 +0.6%
SWM
1882
Selective Wealth Management
Virginia
$2.53M -$1.29M -7,880 -34%
RTC
1883
Riverview Trust Company
Washington
$2.52M – – –
MPCG
1884
Matrix Private Capital Group
New York
$2.52M +$30K +183 +1%
PWMG
1885
Pinnacle Wealth Management Group
Michigan
$2.52M +$29.8K +182 +1%
SDWIA
1886
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.51M +$85.6K +523 +4%
WPW
1887
Warther Private Wealth
Ohio
$2.51M +$117K +698 +5%
QI
1888
Qtron Investments
Massachusetts
$2.51M – – –
APF
1889
Alaska Permanent Fund
Alaska
$2.5M – – –
ACM
1890
Alta Capital Management
Utah
$2.5M -$2.27M -13,879 -48%
FFG
1891
Fortem Financial Group
California
$2.5M +$2.29K +14 +0.1%
TNA
1892
True North Advisors
Texas
$2.5M +$252K +1,539 +11%
CWM
1893
Cornerstone Wealth Management
Missouri
$2.47M +$42.9K +262 +2%
WA
1894
Wealth Alliance
New York
$2.47M -$97.5K -596 -4%
LCAM
1895
London & Capital Asset Management
United Kingdom
$2.47M +$205K +1,251 +9%
PIG
1896
Pantheon Investment Group
California
$2.47M +$4.74K +29 +0.2%
NME
1897
Notis-McConarty Edward
$2.46M -$82.5K -504 -3%
MUAMU
1898
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.46M -$818K -5,000 -25%
AIC
1899
Ayalon Insurance Company
Israel
$2.45M -$293K -1,753 -11%
BFA
1900
Brendel Financial Advisors
New Hampshire
$2.45M +$1.15K +7 +0%
74 75
76
77 78