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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 %
Loomis, Sayles & Company
2026
Loomis, Sayles & Company
Massachusetts
$1.95M -$155K -944 -7%
OCPWS
2027
One Charles Private Wealth Services
Massachusetts
$1.95M -$44.5K -272 -2%
MCAI
2028
Members Capital Advisors Inc
Wisconsin
$1.95M +$302K +1,842 +18%
BHTS
2029
Bar Harbor Trust Services
Maine
$1.94M +$92.5K +565 +5%
CB
2030
Cadence Bank
Mississippi
$1.94M +$183K +1,119 +10%
BA
2031
Bluesphere Advisors
Pennsylvania
$1.94M -$36K -220 -2%
OAM
2032
Occidental Asset Management
California
$1.94M +$124K +760 +7%
AWA
2033
Acorn Wealth Advisors
Michigan
$1.93M +$39.5K +241 +2%
HWMA
2034
Heritage Wealth Management (Arizona)
Arizona
$1.92M +$251K +1,534 +15%
GWCM
2035
Godshalk Welsh Capital Management
Pennsylvania
$1.92M -$20.5K -125 -1%
AG
2036
AIA Group
Hong Kong
$1.92M +$583K +3,565 +44%
CA
2037
Continuum Advisory
Idaho
$1.91M +$1.35M +26,815 +238%
CI
2038
CX Institutional
Indiana
$1.91M -$64.2K -392 -3%
SN
2039
Sittner & Nelson
Oregon
$1.9M -$132K -804 -6%
WA
2040
Waverly Advisors
Alabama
$1.9M +$95.9K +572 +5%
CSM
2041
CAMG Solamere Management
North Carolina
$1.9M +$130K +796 +7%
LM
2042
Lincluden Management
Ontario, Canada
$1.9M -$58.9K -360 -3%
TC
2043
Trust Company
Kansas
$1.89M – – –
MWM
2044
Modera Wealth Management
New Jersey
$1.89M +$73.5K +449 +4%
MFG
2045
Monte Financial Group
Connecticut
$1.88M – – –
TFO
2046
Tarbox Family Office
California
$1.88M -$92.2K -563 -5%
CCA
2047
Childress Capital Advisors
Texas
$1.88M +$415K +2,539 +28%
SJIM
2048
St. Johns Investment Management
Florida
$1.87M -$3.44K -21 -0.2%
DBG
2049
De Burlo Group
Massachusetts
$1.87M -$10.6M -64,800 -85%
BSAM
2050
Blue Square Asset Management
New York
$1.86M +$22.4K +137 +1%
80 81
82
83 84