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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 %
WCM
1901
Weik Capital Management
Pennsylvania
$2.45M -$270K -1,650 -10%
PWPS
1902
Pinnacle Wealth Planning Services
Ohio
$2.44M +$64.5K +394 +3%
SWM
1903
Sugarloaf Wealth Management
Georgia
$2.43M +$50.7K +310 +2%
GG
1904
Gleason Group
Kentucky
$2.43M +$46.8K +286 +2%
BWM
1905
Bulltick Wealth Management
Florida
$2.42M -$246K -1,501 -9%
OSIA
1906
O'Shares Investment Advisers
Massachusetts
$2.42M -$2.94M -17,955 -55%
PFBT
1907
Parkside Financial Bank & Trust
Missouri
$2.42M +$39.9K +244 +2%
LF
1908
LifeSteps Financial
California
$2.41M +$13.6K +83 +0.6%
GA
1909
GFS Advisors
Texas
$2.41M -$42.1K -257 -2%
WWM
1910
WT Wealth Management
Arizona
$2.41M +$330K +2,015 +16%
NCM
1911
Neumann Capital Management
California
$2.4M -$65.5K -400 -3%
IIA
1912
IPG Investment Advisors
California
$2.39M -$562K -3,434 -19%
STA
1913
Summit Trail Advisors
New York
$2.39M +$165K +1,006 +7%
HC
1914
Hendley & Co
Ohio
$2.39M -$5.08M -31,044 -68%
DI
1915
DFPG Investments
Utah
$2.37M -$25.8K -158 -1%
GI
1916
GS Investments
Minnesota
$2.35M +$2.13K +13 +0.1%
AFS
1917
Access Financial Services
Minnesota
$2.35M +$248K +1,518 +12%
PFM
1918
Phillips Financial Management
Indiana
$2.35M +$1.8K +11 +0.1%
MWM
1919
Midwest Wealth Management
Indiana
$2.35M +$101K +619 +5%
CCP
1920
Cassia Capital Partners
North Carolina
$2.35M +$2.11M +12,886 +889%
PBO
1921
Peoples Bank (Ohio)
Ohio
$2.35M -$31.6K -193 -1%
MWM
1922
Mattern Wealth Management
Kansas
$2.34M -$45.2K -276 -2%
WPC
1923
White Pine Capital
Minnesota
$2.33M -$22.9K -140 -1%
MCM
1924
MKP Capital Management
New York
$2.33M -$5.68M -34,676 -71%
DI
1925
DAGCO Inc
Ohio
$2.32M +$53.4K +326 +2%
75 76
77
78 79