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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 %
LWA
2076
Lineweaver Wealth Advisors
Ohio
$1.78M +$126K +770 +8%
BFO
2077
Biltmore Family Office
North Carolina
$1.77M +$166K +1,012 +10%
BCM
2078
Breiter Capital Management
Florida
$1.76M -$143K -872 -7%
CAL
2079
Capital Advisors Ltd
Ohio
$1.76M +$189K +1,154 +12%
KA
2080
Klingman & Associates
New York
$1.76M -$42.4K -259 -2%
SIM
2081
SSI Investment Management
California
$1.76M +$11K +67 +0.6%
ACM
2082
Allred Capital Management
Texas
$1.75M -$40.1K -245 -2%
PC
2083
Port Capital
Illinois
$1.75M -$81.9K -500 -4%
WCM
2084
WealthBridge Capital Management
Ohio
$1.75M +$9.99K +61 +0.6%
HA
2085
HC Advisors
Georgia
$1.75M -$7.04K -43 -0.4%
CCC
2086
Crescent Capital Consulting
Louisiana
$1.75M -$213K -1,300 -11%
CAM
2087
Cidel Asset Management
Ontario, Canada
$1.74M -$491 -3 -0%
BWP
2088
BSW Wealth Partners
Colorado
$1.74M -$193K -1,177 -10%
WA
2089
Wealth Architects
California
$1.74M +$65K +397 +4%
PFA
2090
Paradigm Financial Advisors
Missouri
$1.73M -$15.9K -97 -0.9%
PWMG
2091
Prestige Wealth Management Group
New Jersey
$1.73M -$140K -857 -8%
FNBOSM
2092
First National Bank of South Miami
Florida
$1.73M +$87.7K +536 +5%
BWM
2093
BigSur Wealth Management
Florida
$1.72M -$245K -1,500 -13%
FMT
2094
First Mercantile Trust
Tennessee
$1.72M -$166K -1,013 -9%
TCB
2095
Texas Capital Bancshares
Texas
$1.72M -$5.07K -31 -0.3%
BCP
2096
Blackhawk Capital Partners
Wisconsin
$1.72M -$72.3K -442 -4%
VHAM
2097
Van Hulzen Asset Management
California
$1.71M -$29.6K -181 -2%
TA
2098
Townsend & Associates
Colorado
$1.71M +$3.33K +20 +0.2%
CQS
2099
Credential Qtrade Securities
$1.71M +$21.4K +131 +1%
EAM
2100
Evanson Asset Management
California
$1.7M +$20.7K +134 +1%
82 83
84
85 86