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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 %
PWM
2051
Peterson Wealth Management
Nevada
$1.86M +$5.73K +35 +0.3%
EFG
2052
Everhart Financial Group
Ohio
$1.85M +$173K +1,059 +10%
VWM
2053
Venturi Wealth Management
Texas
$1.85M -$353K -2,157 -16%
PFWA
2054
Paces Ferry Wealth Advisors
Georgia
$1.84M +$3.11K +19 +0.2%
TFA
2055
Trinity Financial Advisors
Ohio
$1.84M -$303K -1,848 -14%
ATFA
2056
All Terrain Financial Advisors
Minnesota
$1.84M +$40.6K +248 +2%
MAWCM
2057
Mine & Arao Wealth Creation & Management
California
$1.84M +$234K +1,431 +15%
IWA
2058
IBEX Wealth Advisors
New Jersey
$1.83M +$312K +1,908 +21%
CWMU
2059
Caliber Wealth Management (Utah)
Utah
$1.83M +$433K +2,597 +31%
CRI
2060
Colonial River Investments
Virginia
$1.83M +$786K +4,718 +76%
LA
2061
Latitude Advisors
Florida
$1.83M +$910K +5,557 +99%
CAM
2062
Cacti Asset Management
Georgia
$1.82M – – –
AA
2063
Auxano Advisors
Washington
$1.82M +$33.5K +205 +2%
CGA
2064
Crescent Grove Advisors
Illinois
$1.81M -$44K -269 -2%
I
2065
INVST
Indiana
$1.81M +$18.2K +111 +1%
PWM
2066
Palumbo Wealth Management
New York
$1.81M -$510K -3,118 -22%
TGAM
2067
TBH Global Asset Management
Tennessee
$1.8M -$22.9K -140 -1%
TIA
2068
Traphagen Investment Advisors
New Jersey
$1.8M +$25.5K +156 +1%
JFA
2069
JNBA Financial Advisors
Minnesota
$1.8M +$3.27K +20 +0.2%
C
2070
Certuity
Florida
$1.79M +$140K +857 +8%
PCG
2071
Private Capital Group
Connecticut
$1.79M +$9.33K +57 +0.5%
TEC
2072
Tiger Eye Capital
Tennessee
$1.79M -$457K -2,792 -20%
RBFC
2073
Roman Butler Fullerton & Co
Missouri
$1.78M -$1.67K -10 -0.1%
CMO
2074
Covenant Multifamily Offices
Texas
$1.78M +$44.5K +264 +3%
FPCP
2075
Fort Point Capital Partners
California
$1.78M +$319K +1,950 +22%
81 82
83
84 85