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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 %
SIG
2251
Sky Investment Group
Connecticut
$1.3M +$70.2K +429 +6%
NJBEST
2252
New Jersey Better Educational Savings Trust
New Jersey
$1.3M – – –
AP
2253
Atwood & Palmer
Missouri
$1.3M +$16.4K +100 +1%
AA
2254
Altman Advisors
Illinois
$1.3M +$1.3M +7,650 New
PA
2255
Probity Advisors
Texas
$1.3M -$25.9K -158 -2%
TAIM
2256
TD Ameritrade Investment Management
Nebraska
$1.3M +$77.3K +803 +6%
SIC
2257
Samalin Investment Counsel
New York
$1.29M -$15.6K -95 -1%
CA
2258
Crumly & Associates
Illinois
$1.29M +$200K +1,225 +18%
PK
2259
Pflug Koory
Nebraska
$1.29M -$98.2K -600 -7%
IIM
2260
Ironwood Investment Management
Massachusetts
$1.29M – – –
FH
2261
FWG Holdings
Florida
$1.29M +$112K +683 +10%
MAM
2262
McLean Asset Management
Virginia
$1.28M +$130K +757 +11%
CWA
2263
Clearview Wealth Advisors
Oregon
$1.28M +$31.9K +195 +3%
RPSA
2264
Richard P. Slaughter Associates
Texas
$1.28M +$106K +648 +9%
MG
2265
Mather Group
Illinois
$1.28M -$138K -841 -10%
LJHT
2266
Laurie J. Hall Trustee
$1.28M -$45K -275 -3%
AIM
2267
Alhambra Investment Management
Florida
$1.27M -$24.5K -150 -2%
KFA
2268
Kelleher Financial Advisors
New York
$1.27M +$185K +1,130 +17%
DAM
2269
Doheny Asset Management
California
$1.26M – – –
IIM
2270
InTrack Investment Management
Vermont
$1.25M -$313K -1,845 -20%
QWM
2271
QP Wealth Management
New Jersey
$1.25M -$20.8K -127 -2%
DS
2272
DRW Securities
Illinois
$1.24M +$20.3K +124 +2%
VFA
2273
Voya Financial Advisors
Connecticut
$1.24M +$116K +699 +10%
FWM
2274
Focused Wealth Management
New York
$1.24M -$89.9K -549 -7%
JWA
2275
JFS Wealth Advisors
Pennsylvania
$1.24M -$59.4K -363 -5%
89 90
91
92 93