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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 %
LIM
2276
Loudon Investment Management
New Hampshire
$1.24M +$16.9K +103 +1%
TWA
2277
TPB Wealth Advisors
Texas
$1.23M -$16.4K -100 -1%
HFA
2278
High Falls Advisors
New York
$1.23M -$2.13K -13 -0.2%
RG
2279
Renaissance Group
Kentucky
$1.23M -$36.5K -223 -3%
OFS
2280
Orrstown Financial Services
Pennsylvania
$1.23M -$126K -771 -9%
PMA
2281
Prudent Man Advisors
Illinois
$1.22M +$1.15K +7 +0.1%
FNBSF
2282
First National Bank Sioux Falls
South Dakota
$1.22M – – –
VAG
2283
VisionPoint Advisory Group
Texas
$1.22M -$273K -1,625 -18%
WGA
2284
Weather Gauge Advisory
Virginia
$1.22M -$80.7K -493 -6%
PCM
2285
Princeton Capital Management
New Jersey
$1.22M -$5.89K -36 -0.5%
PWM
2286
Purus Wealth Management
California
$1.22M +$46K +281 +4%
MA
2287
MBA Advisors
Pennsylvania
$1.22M +$491 +3 +0%
CHA
2288
Carmichael Hill & Associates
Maryland
$1.21M +$6.71K +41 +0.6%
IA
2289
IFG Advisors
Missouri
$1.21M +$10.8K +66 +0.9%
SFM
2290
Signet Financial Management
New Jersey
$1.2M +$179K +1,091 +17%
TWM
2291
Tradition Wealth Management
Minnesota
$1.2M +$44.7K +273 +4%
IWS
2292
Insight Wealth Strategies
California
$1.2M +$72.6K +444 +6%
BFG
2293
Bouchey Financial Group
New York
$1.2M +$196K +1,195 +19%
ACA
2294
Atlas Capital Advisors
Wyoming
$1.2M – – –
PWM
2295
Paulson Wealth Management
Illinois
$1.2M -$57.9K -354 -5%
IF
2296
IRON Financial
Illinois
$1.2M -$18.2K -111 -1%
MKC
2297
M. Kraus & Co
Vermont
$1.2M +$1.8K +11 +0.2%
ACM
2298
Armbruster Capital Management
New York
$1.19M – – –
IA
2299
Insight Advisors
Pennsylvania
$1.18M +$93.9K +558 +9%
SCA
2300
Sippican Capital Advisors
Massachusetts
$1.18M -$15.6K -95 -1%
90 91
92
93 94