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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 %
LWM
2176
Lionsbridge Wealth Management
Florida
$1.51M -$20.6K -126 -1%
HTHT
2177
Hemenway Trust Hemenway Trust
New Hampshire
$1.5M -$9.33K -57 -0.6%
FMP
2178
Financial Management Professionals
Texas
$1.5M +$43.2K +264 +3%
HR
2179
Hardy Reed
Mississippi
$1.49M -$57.6K -352 -4%
DM
2180
Delphi Management
Massachusetts
$1.49M +$5.24K +32 +0.4%
PFC
2181
Phocas Financial Corp
California
$1.48M -$1.47K -9 -0.1%
RWP
2182
Ridgecrest Wealth Partners
California
$1.48M +$236K +1,443 +19%
THWM
2183
Taylor Hoffman Wealth Management
Virginia
$1.48M +$10.7K +64 +0.7%
LCM
2184
LVM Capital Management
Michigan
$1.47M +$40.1K +245 +3%
HFS
2185
Howard Financial Services
Texas
$1.47M +$113K +692 +8%
VWM
2186
Vigilare Wealth Management
Arizona
$1.47M +$376K +2,299 +34%
OIM
2187
Orca Investment Management
Oregon
$1.47M -$145K -883 -9%
CVM
2188
Cheviot Value Management
California
$1.47M -$1.64K -10 -0.1%
HFAS
2189
Hummer Financial Advisory Services
Illinois
$1.47M – – –
TF
2190
TLWM Financial
Texas
$1.47M +$74.6K +456 +5%
HBT
2191
Heartland Bank & Trust
Illinois
$1.46M -$598K -3,654 -29%
RHP
2192
Royal Harbor Partners
Texas
$1.46M -$369K -2,254 -20%
PA
2193
PSI Advisors
Florida
$1.45M +$214K +1,307 +17%
CA
2194
CapWealth Advisors
Tennessee
$1.45M -$235K -1,437 -14%
ACM
2195
Ayrshire Capital Management
Connecticut
$1.44M +$8.68K +53 +0.6%
RP
2196
Rowlandmiller & Partners
Georgia
$1.44M -$446K -4,738 -24%
DAM
2197
Derbend Asset Management
Georgia
$1.44M -$95.1K -581 -6%
CCB
2198
Cutter & Co Brokerage
Missouri
$1.43M +$108K +661 +8%
WA
2199
Waddell & Associates
Tennessee
$1.43M +$159K +972 +13%
CCM
2200
Community Capital Management
Florida
$1.42M -$409K -2,500 -22%
86 87
88
89 90