JPM icon

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 %
SRC
2151
Sage Rhino Capital
California
$1.57M +$982 +6 +0.1%
PC
2152
PhiloSmith Capital
Connecticut
$1.56M – – –
TIA
2153
Trust Investment Advisors
Indiana
$1.56M -$9.5K -58 -0.6%
BB
2154
Bell Bank
North Dakota
$1.55M -$161K -985 -9%
CIA
2155
Citadel Investment Advisory
Ohio
$1.55M – – –
FAM
2156
Formidable Asset Management
Ohio
$1.55M +$644K +3,936 +71%
COF
2157
Capital One Financial
Virginia
$1.55M – – –
WFI
2158
West Family Investments
California
$1.54M +$86.4K +528 +6%
PP
2159
Paloma Partners
Connecticut
$1.54M +$818K +4,998 +114%
OCM
2160
Orion Capital Management
California
$1.54M -$21.3K -130 -1%
WCA
2161
Windsor Creek Advisors
Vermont
$1.54M +$1.8K +11 +0.1%
VIM
2162
Vista Investment Management
Pennsylvania
$1.54M +$18.5K +113 +1%
BDWCC
2163
B&D White Capital Company
Texas
$1.53M -$21.4K -131 -1%
BSI
2164
Bennett Selby Investments
Maine
$1.53M -$4.58K -28 -0.3%
WDC
2165
Woodward Diversified Capital
California
$1.53M +$10.2K +62 +0.7%
OPOWM
2166
One Plus One Wealth Management
Florida
$1.53M – – –
FFC
2167
First Financial Corp
Indiana
$1.53M -$83.8K -512 -5%
HWM
2168
Hemington Wealth Management
Virginia
$1.53M -$41.4K -253 -3%
MA
2169
MJP Associates
Connecticut
$1.53M +$60.4K +369 +4%
WDL
2170
Well Done LLC
Michigan
$1.52M +$112K +682 +8%
AAM
2171
Ascension Asset Management
New York
$1.52M – – –
BWM
2172
BerganKDV Wealth Management
Minnesota
$1.52M +$7.86K +48 +0.5%
HBWM
2173
Hollow Brook Wealth Management
New York
$1.51M – – –
CBT
2174
Central Bank & Trust
Kentucky
$1.51M +$20.3K +124 +1%
FRA
2175
Front Row Advisors
California
$1.51M +$3.27K +20 +0.2%
85 86
87
88 89