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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 %
GC
2126
Guardian Capital
Ontario, Canada
$1.65M – – –
FPGK
2127
Financial Partners Group (Kansas)
Kansas
$1.65M +$59.6K +364 +4%
FF
2128
Fluent Financial
Texas
$1.65M +$1.65M +10,086 New
GHAM
2129
Gilman Hill Asset Management
Connecticut
$1.65M +$94.1K +575 +6%
TCM
2130
Towercrest Capital Management
Pennsylvania
$1.65M +$129K +790 +9%
CFD
2131
Creative Financial Designs
Indiana
$1.64M +$94.4K +577 +6%
HP
2132
Holowesko Partners
Bahamas
$1.64M – – –
BIA
2133
BHK Investment Advisors
Alabama
$1.64M +$491 +3 +0%
GPCM
2134
Granite Point Capital Management
Massachusetts
$1.64M +$1.64M +10,000 New
OIM
2135
Oder Investment Management
California
$1.63M -$3.6K -22 -0.2%
UCI
2136
Uncommon Cents Investing
Wisconsin
$1.62M +$57.3K +350 +4%
BOS
2137
Bingham Osborn & Scarborough
California
$1.62M +$48.4K +296 +3%
OAM
2138
Optimal Asset Management
California
$1.62M +$1.97K +12 +0.1%
CGFA
2139
Colton Groome Financial Advisors
North Carolina
$1.62M -$7.37K -45 -0.5%
CG
2140
CFO4Life Group
Texas
$1.62M +$248K +1,515 +18%
CP
2141
Covenant Partners
Tennessee
$1.61M – – –
LIM
2142
Longfellow Investment Management
Massachusetts
$1.61M – – –
BAM
2143
Burgundy Asset Management
Ontario, Canada
$1.6M – – –
OBWG
2144
Onyx Bridge Wealth Group
New York
$1.59M +$416K +2,496 +35%
UAML
2145
US Asset Management LLC
Pennsylvania
$1.59M +$1.59M +9,708 New
PIA
2146
Pinion Investment Advisors
Kansas
$1.59M +$24.2K +148 +2%
TWP
2147
Tempus Wealth Planning
California
$1.58M +$66K +403 +4%
FBT
2148
First Bank & Trust
South Dakota
$1.58M -$30.4K -186 -2%
EWM
2149
Empirical Wealth Management
Washington
$1.57M +$32.7K +200 +2%
LSA
2150
Lion Street Advisors
Texas
$1.57M +$1.57M +9,581 New
84 85
86
87 88