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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 %
JWM
1951
Jeppson Wealth Management
California
$2.24M +$34.4K +210 +2%
CIM
1952
Chapman Investment Management
California
$2.24M +$164K +1,000 +8%
WP
1953
WealthShield Partners
North Carolina
$2.24M +$154K +938 +7%
BCM
1954
Brooktree Capital Management
Michigan
$2.23M – – –
MPPLM
1955
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.23M -$3.93K -24 -0.2%
Jacobs Levy Equity Management
1956
Jacobs Levy Equity Management
New Jersey
$2.23M +$349K +2,131 +19%
HCM
1957
Highlander Capital Management
New Jersey
$2.23M -$63.3K -387 -3%
MSU
1958
Mizuho Securities USA
New York
$2.22M -$201K -1,227 -8%
CIM
1959
CIM Investment Management
Pennsylvania
$2.22M -$13.1K -80 -0.6%
AFC
1960
AFT Forsyth & Company
Florida
$2.22M -$60.6K -370 -3%
KLWA
1961
Kelly Lawrence W & Associates
California
$2.22M – – –
AWC
1962
Abundance Wealth Counselors
Pennsylvania
$2.21M +$19.5K +119 +0.9%
FCA
1963
FinTrust Capital Advisors
South Carolina
$2.21M -$42.6K -260 -2%
AFS
1964
Aft Forsyth & Sober
Florida
$2.2M +$32.7K +200 +2%
TWI
1965
Thomas White International
Illinois
$2.2M – – –
MA
1966
MCF Advisors
Kentucky
$2.19M +$143K +875 +7%
IDBONY
1967
Israel Discount Bank of New York
New York
$2.18M +$2.18M +13,342 New
CHJWM
1968
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.18M +$31.3K +185 +1%
GFP
1969
Gryphon Financial Partners
Ohio
$2.18M -$8.84K -54 -0.4%
PH
1970
Pinnacle Holdings
Oklahoma
$2.18M -$85.9K -525 -4%
WAM
1971
Weatherly Asset Management
California
$2.17M -$150K -915 -6%
LA
1972
LexAurum Advisors
Kansas
$2.17M -$8.68K -53 -0.4%
SWM
1973
Sculati Wealth Management
Michigan
$2.17M – – –
JDR
1974
Jay D. Rosenbaum
$2.17M -$90.8K -555 -4%
PCP
1975
Proficio Capital Partners
Massachusetts
$2.16M +$256K +1,565 +13%
77 78
79
80 81