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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 %
CS
2101
Capital Square
Tennessee
$1.7M -$8.19K -49 -0.5%
SIA
2102
Strategic Investment Advisors
Michigan
$1.7M -$38.1K -233 -2%
WIA
2103
Westbourne Investment Advisors
Maryland
$1.7M +$21.3K +130 +1%
CPA
2104
Clear Perspective Advisors
Illinois
$1.7M -$5.24K -32 -0.3%
Eagle Capital Management (New York)
2105
Eagle Capital Management (New York)
New York
$1.7M – – –
W
2106
Wealthquest
Ohio
$1.7M +$39.1K +239 +2%
AC
2107
Avestar Capital
New York
$1.7M +$101K +620 +6%
JF
2108
JSF Financial
California
$1.7M +$136K +828 +9%
AIM
2109
Allen Investment Management
New York
$1.69M – – –
BI
2110
Ballast Inc
Kentucky
$1.69M -$31.6K -193 -2%
AWM
2111
Accurate Wealth Management
Florida
$1.69M -$2.84M -9,770 -63%
NEWAS
2112
N.E.W. Advisory Services
Wisconsin
$1.69M +$7.7K +47 +0.5%
BHBT
2113
Burke & Herbert Bank & Trust
Virginia
$1.68M +$106K +647 +7%
BHIC
2114
Bassett Hargrove Investment Counsel
Delaware
$1.68M – – –
CFG
2115
CKW Financial Group
Hawaii
$1.68M – – –
PP
2116
Prudential plc
United Kingdom
$1.68M -$44.7M -273,027 -96%
MCA
2117
Mercer Capital Advisers
New Jersey
$1.68M -$185K -1,132 -10%
RHAM
2118
Round Hill Asset Management
California
$1.68M -$10.2K -62 -0.6%
WAG
2119
Winthrop Advisory Group
Massachusetts
$1.68M +$42.7K +261 +3%
GAM
2120
Grandview Asset Management
Pennsylvania
$1.67M +$340K +2,076 +25%
TCWM
2121
Total Clarity Wealth Management
Illinois
$1.67M +$48.3K +295 +3%
AAM
2122
Arabesque Asset Management
United Kingdom
$1.66M +$1.66M +10,154 New
Kayne Anderson Rudnick Investment Management
2123
Kayne Anderson Rudnick Investment Management
California
$1.66M +$33.1K +202 +2%
OPW
2124
Oxler Private Wealth
New York
$1.66M +$310K +1,893 +23%
Capstone Investment Advisors
2125
Capstone Investment Advisors
New York
$1.66M +$754K +4,608 +83%
83 84
85
86 87