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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 %
EWM
2226
Executive Wealth Management
Michigan
$1.36M +$48.1K +294 +4%
BFA
2227
Beacon Financial Advisory
Ohio
$1.36M +$1.47K +9 +0.1%
LB
2228
Legacy Bridge
Iowa
$1.36M +$63.8K +390 +5%
EM
2229
ELCO Management
New York
$1.35M +$123K +751 +10%
FA
2230
Fiducient Advisors
Illinois
$1.35M -$317K -1,937 -19%
RZH
2231
Relyea Zuckerberg Hanson
Connecticut
$1.35M +$85.1K +520 +7%
SC
2232
Sierra Capital
Florida
$1.35M +$746K +4,561 +124%
KP
2233
Keel Point
Alabama
$1.35M +$60.9K +372 +5%
KTA
2234
Keeley-Teton Advisors
Illinois
$1.34M +$1.34M +8,173 New
Members Trust
2235
Members Trust
Florida
$1.34M +$144K +869 +12%
ACM
2236
Antonetti Capital Management
Florida
$1.33M +$1.33M +8,144 New
FFS
2237
Founders Financial Securities
Maryland
$1.33M -$55.3K -338 -4%
AWM
2238
Accel Wealth Management
Iowa
$1.33M -$2.29K -14 -0.2%
VCM
2239
Virtue Capital Management
Tennessee
$1.33M -$76.5K -467 -5%
SI
2240
Shaker Investments
Ohio
$1.33M +$4.75K +29 +0.4%
SFWA
2241
Summit Financial Wealth Advisors
Louisiana
$1.32M +$83.7K +511 +7%
PFS
2242
Physicians Financial Services
North Carolina
$1.32M -$36.8K -225 -3%
PL
2243
Plancorp LLC
Missouri
$1.32M +$64.8K +396 +5%
SLWA
2244
San Luis Wealth Advisors
California
$1.32M +$1.32M +8,039 New
GCM
2245
GoodHaven Capital Management
New Jersey
$1.31M – – –
KFA
2246
Krane Funds Advisors
New York
$1.31M -$146K -895 -10%
CC
2247
Corsicana & Co
Texas
$1.31M +$28.6K +175 +2%
CFG
2248
Cooper Financial Group
California
$1.31M +$18.7K +114 +1%
MSS
2249
Mitchell Sinkler & Starr
Pennsylvania
$1.31M +$36.5K +223 +3%
GPA
2250
Garrison Point Advisors
California
$1.3M +$4.91K +30 +0.4%
88 89
90
91 92