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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 %
PG
2301
Proffitt & Goodson
Tennessee
$1.18M – – –
AA
2302
Alesco Advisors
New York
$1.18M – – –
AWM
2303
AllSquare Wealth Management
New York
$1.18M -$32.7K -200 -3%
CFO
2304
Collective Family Office
Pennsylvania
$1.18M +$8.35K +51 +0.7%
HHGA
2305
Halbert Hargrove Global Advisors
California
$1.18M +$28.7K +175 +2%
SC
2306
Steph & Co
Wisconsin
$1.18M +$57.3K +350 +5%
HCM
2307
HMS Capital Management
Tennessee
$1.18M +$160K +976 +16%
FQ
2308
First Quadrant
California
$1.17M +$77.1K +471 +7%
CPWA
2309
Cerro Pacific Wealth Advisors
California
$1.17M -$309K -1,888 -21%
WAAG
2310
Wealth Alliance Advisory Group
Kansas
$1.17M +$17.7K +108 +2%
CWC
2311
Carolinas Wealth Consulting
North Carolina
$1.16M -$73.6K -450 -6%
WMP
2312
Wealth Management Partners
Arizona
$1.16M -$4.75K -29 -0.4%
PCS
2313
Personal CFO Solutions
New Jersey
$1.16M +$15.1K +92 +1%
MFP
2314
Meridian Financial Partners
Virginia
$1.15M -$4.19K -26 -0.4%
BWM
2315
Baystate Wealth Management
Massachusetts
$1.15M +$40.4K +247 +4%
NCM
2316
Northside Capital Management
Oregon
$1.15M – – –
GC
2317
Gilbert & Cook
Iowa
$1.14M +$6.38K +39 +0.6%
SFS
2318
Summit Financial Strategies
Ohio
$1.14M -$119K -727 -9%
AF
2319
Affiance Financial
Minnesota
$1.14M -$1.96K -12 -0.2%
FCFC
2320
First Citizens Financial Corp
Iowa
$1.14M -$20.5K -125 -2%
IRC
2321
Investors Research Corp
Georgia
$1.14M -$818 -5 -0.1%
GIM
2322
Greylin Investment Management
Virginia
$1.13M -$8.18K -50 -0.7%
SAM
2323
SignalPoint Asset Management
Missouri
$1.13M +$26.7K +163 +2%
DHFB
2324
Dixon Hubard Feinour & Brown
Virginia
$1.13M +$111K +680 +11%
SP
2325
Successful Portfolios
Florida
$1.12M +$11.8K +72 +1%
91 92
93
94 95