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 %
CI
2201
CAZ Investments
Texas
$1.42M – – –
CG
2202
Clarus Group
Texas
$1.42M +$164 +1 +0%
PWM
2203
Prentice Wealth Management
New York
$1.42M +$12.8K +78 +0.9%
SM
2204
Salzhauer Michael
$1.42M – – –
COCM
2205
Charter Oak Capital Management
New Hampshire
$1.42M +$37.8K +231 +3%
TCMP
2206
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.41M +$203K +1,240 +17%
DWM
2207
Defined Wealth Management
Oregon
$1.41M +$7.69K +47 +0.6%
OBGC
2208
O'Brien Greene & Co
Pennsylvania
$1.39M – – –
KI
2209
Kapitalo Investimentos
Brazil
$1.39M +$1.39M +8,500 New
SHWM
2210
Silicon Hills Wealth Management
Texas
$1.39M +$11.3K +69 +0.8%
DAC
2211
Dividend Assets Capital
South Carolina
$1.39M +$139K +850 +11%
SCM
2212
Southport Capital Management
Tennessee
$1.39M -$2.12M -12,939 -60%
OCG
2213
Opus Capital Group
Ohio
$1.39M -$335K -2,046 -19%
GTAM
2214
Global Trust Asset Management
Florida
$1.39M +$107K +653 +8%
PCH
2215
PGIM Custom Harvest
New Jersey
$1.39M +$112K +711 +9%
FNBTCON
2216
First National Bank & Trust Co of Newtown
Pennsylvania
$1.38M -$1.64K -10 -0.1%
WMA
2217
Wealth Management Associates
New Jersey
$1.38M +$7.53K +46 +0.5%
MA
2218
MONECO Advisors
Connecticut
$1.38M +$131K +803 +11%
MFG
2219
Menard Financial Group
Texas
$1.38M +$27.3K +167 +2%
SSA
2220
South Street Advisors
New York
$1.37M +$732K +4,472 +114%
NFG
2221
Nations Financial Group
Iowa
$1.37M +$185K +1,131 +16%
MSCM
2222
McElhenny Sheffield Capital Management
Texas
$1.37M +$1.37M +8,372 New
NL
2223
Navalign LLC
California
$1.37M +$18.3K +112 +1%
SC
2224
Searle & Co
Connecticut
$1.37M – – –
TCPWM
2225
Traverso Chambers Private Wealth Management
California
$1.37M +$15.7K +96 +1%
87 88
89
90 91