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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 %
LWMM
1976
Legacy Wealth Management (Mississippi)
Mississippi
$2.16M – – –
PFGIA
1977
Patriot Financial Group Insurance Agency
Massachusetts
$2.15M +$185K +1,133 +9%
LC
1978
Lavaca Capital
Texas
$2.15M +$469K +2,866 +28%
PMFA
1979
Plante Moran Financial Advisors
Michigan
$2.14M +$351K +2,142 +20%
LNWTC
1980
Laird Norton Wetherby Trust Company
Washington
$2.13M +$43K +263 +2%
GWM
1981
Greenwich Wealth Management
Connecticut
$2.13M +$445K +2,717 +26%
MAM
1982
Mastrapasqua Asset Management
Tennessee
$2.13M -$239K -1,460 -10%
ECU
1983
Eisler Capital (UK)
United Kingdom
$2.13M -$2M -12,206 -48%
6M
1984
6 Meridian
Kansas
$2.12M +$2.12M +12,926 New
ACS
1985
Archford Capital Strategies
Illinois
$2.11M +$71.5K +437 +4%
PP
1986
Professional Planning
California
$2.11M -$519K -3,169 -20%
CCG
1987
Chatham Capital Group
Georgia
$2.11M -$40.9K -250 -2%
HIC
1988
Hartline Investment Corp
Illinois
$2.11M +$3.6K +22 +0.2%
SB
1989
Sunflower Bank
Texas
$2.1M -$98.2K -600 -4%
AFP
1990
Ausdal Financial Partners
Iowa
$2.1M +$122K +747 +6%
RA
1991
Rational Advisors
New York
$2.09M -$749K -4,573 -26%
RCA
1992
Ranch Capital Advisors
Florida
$2.09M +$12.8K +78 +0.6%
KA
1993
KLCM Advisors
Wisconsin
$2.08M -$40.9K -250 -2%
CA
1994
Calton & Associates
Florida
$2.08M +$657K +5,583 +46%
ARMT
1995
Amica Retiree Medical Trust
Rhode Island
$2.06M -$903K -5,517 -31%
GWA
1996
GGM Wealth Advisors
Maryland
$2.05M +$59K +345 +3%
SC
1997
Sovarnum Capital
New York
$2.05M +$246K +1,500 +14%
MIAS
1998
Mason Investment Advisory Services
Virginia
$2.05M – – –
ARC
1999
Advisor Resource Council
Texas
$2.04M -$1.37M -8,376 -40%
FWP
2000
FAS Wealth Partners
Kansas
$2.04M +$261K +1,592 +15%
78 79
80
81 82