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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 %
WIC
2376
Wilkins Investment Counsel
Massachusetts
$1.04M -$20.5K -125 -2%
WFC
2377
Western Financial Corp
California
$1.04M -$2.78K -17 -0.3%
VCM
2378
Vision Capital Management
Oregon
$1.03M – – –
Westfield Capital Management
2379
Westfield Capital Management
Massachusetts
$1.03M – – –
FWM
2380
Foresight Wealth Management
Utah
$1.03M -$62.1K -379 -6%
SCM
2381
SKBA Capital Management
California
$1.03M -$16.4K -100 -2%
AWG
2382
Altus Wealth Group
Colorado
$1.03M +$63.8K +390 +7%
PWAC
2383
Private Wealth Advisors (California)
California
$1.03M -$17.8K -110 -2%
ICM
2384
IMS Capital Management
Oregon
$1.03M -$284K -1,737 -22%
WMC
2385
Westwood Management Corporation
Illinois
$1.03M – – –
KLC
2386
Knowledge Leaders Capital
Colorado
$1.03M – – –
JHCP
2387
Jackson Hole Capital Partners
Oklahoma
$1.02M +$81.8K +500 +9%
SDWMA
2388
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.02M +$257K +1,573 +34%
MHIC
2389
Marble Harbor Investment Counsel
Massachusetts
$1.02M – – –
CCM
2390
Crew Capital Management
Ohio
$1.02M +$52.4K +320 +5%
RPWA
2391
Regent Peak Wealth Advisors
Georgia
$1.02M +$9.01K +55 +0.9%
CFS
2392
CRA Financial Services
New Jersey
$1.02M +$90.9K +555 +10%
AI
2393
Atom Investors
Texas
$1.02M +$367K +2,241 +56%
RP
2394
Riverbridge Partners
Minnesota
$1.02M – – –
KIC
2395
Keating Investment Counselors
Florida
$1.02M -$8.19K -50 -0.8%
NFG
2396
Nadler Financial Group
Illinois
$1.01M +$16K +98 +2%
OWA
2397
Outlook Wealth Advisors
Texas
$1M +$94.9K +580 +10%
SAS
2398
Stelac Advisory Services
New York
$1M -$622K -3,802 -38%
FFG
2399
Fullen Financial Group
Ohio
$1M -$31.3K -197 -3%
AFG
2400
Allegheny Financial Group
Pennsylvania
$999K -$11K -67 -1%
94 95
96
97 98