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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 %
MSFS
1926
Main Street Financial Solutions
Pennsylvania
$2.32M +$362K +2,210 +19%
SW
1927
StrongBox Wealth
Missouri
$2.31M +$130K +796 +6%
WWM
1928
Wolff Wiese Magana
California
$2.31M -$12.4K -76 -0.5%
HCCM
1929
Hudson Canyon Capital Management
New York
$2.31M -$84.8K -518 -4%
MCCP
1930
Mission Creek Capital Partners
California
$2.31M +$48.6K +297 +2%
LC
1931
LCNB Corp
Ohio
$2.31M +$104K +635 +5%
WWM
1932
Windsor Wealth Management
Indiana
$2.31M +$63.5K +380 +3%
HFG
1933
Heron Financial Group
New York
$2.31M -$41.1K -251 -2%
CA
1934
Corrado Advisors
New Jersey
$2.3M +$24.4K +149 +1%
FP
1935
Fiduciary Planning
Florida
$2.3M +$601K +3,672 +35%
AFS
1936
Axiom Financial Strategies
Indiana
$2.29M -$50.6K -309 -2%
OL
1937
Optas LLC
Texas
$2.28M +$11K +67 +0.5%
SWA
1938
SFMG Wealth Advisors
Texas
$2.28M -$56.8K -347 -2%
HFP
1939
Holistic Financial Partners
Indiana
$2.26M -$327 -2 -0%
VCAM
1940
Van Cleef Asset Management
Ohio
$2.26M -$15.4K -94 -0.7%
REMPR
1941
Roof Eidam Maycock Peralta (REMP)
California
$2.26M -$14.2K -87 -0.6%
LFF
1942
Level Four Financial
Texas
$2.26M -$40.6K -248 -2%
BMC
1943
Benin Management Corp
Connecticut
$2.26M – – –
BA
1944
Birinyi Associates
Connecticut
$2.26M +$180K +1,100 +9%
AI
1945
Accredited Investors
Minnesota
$2.26M -$18.7K -114 -0.8%
HPCM
1946
High Pointe Capital Management
Illinois
$2.26M – – –
FIM
1947
Freedom Investment Management
Connecticut
$2.25M -$142K -870 -6%
CL
1948
Choreo LLC
Illinois
$2.25M -$80.4K -491 -3%
GSWM
1949
Golden State Wealth Management
California
$2.25M -$19.3K -118 -0.9%
SG
1950
Stonnington Group
California
$2.25M -$292K -1,715 -11%
76 77
78
79 80