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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 %
HWMG
2401
Hurlow Wealth Management Group
Indiana
$998K -$11.3K -69 -1%
SFM
2402
Systematic Financial Management
New Jersey
$994K – – –
AssetMark Inc
2403
AssetMark Inc
California
$993K +$132K +808 +15%
PWM
2404
PBMares Wealth Management
Virginia
$992K – – –
CSWG
2405
Cardinal Strategic Wealth Guidance
Kentucky
$986K -$21.1K -129 -2%
WH
2406
Whitcomb & Hess
Ohio
$984K +$655 +4 +0.1%
CHP
2407
Cable Hill Partners
Oregon
$981K -$49.1K -300 -5%
SFA
2408
Semmax Financial Advisors
North Carolina
$970K -$121K -736 -11%
CAM
2409
Cubic Asset Management
Massachusetts
$970K -$20.5K -125 -2%
TCM
2410
Tributary Capital Management
Nebraska
$969K -$188K -1,150 -16%
RTS
2411
Round Table Services
New Jersey
$969K -$9.49K -58 -1%
SLG
2412
Stanley-Laman Group
Pennsylvania
$968K – – –
OR
2413
Olympiad Research
Connecticut
$964K +$104K +635 +12%
PIMG
2414
Patriot Investment Management Group
Tennessee
$963K -$93K -569 -9%
MWM
2415
Maltin Wealth Management
New Jersey
$962K +$4.09K +25 +0.4%
BAM
2416
Bellevue Asset Management
Washington
$959K +$164 +1 +0%
WDG
2417
Wealth Dimensions Group
Ohio
$957K +$164K +1,001 +21%
AMC
2418
Asset Management Corp
Illinois
$955K +$23.1K +141 +2%
WA
2419
WealthTrust Axiom
Pennsylvania
$953K +$8.68K +53 +0.9%
BDF
2420
Black Diamond Financial
Maryland
$940K -$17.8K -109 -2%
PGA
2421
Portland Global Advisors
Maine
$932K +$30.3K +185 +3%
LWP
2422
Legacy Wealth Planning
Nevada
$931K – – –
EBSAM
2423
Eubel Brady & Suttman Asset Management
Ohio
$929K +$39K +238 +4%
AAM
2424
AMI Asset Management
California
$927K -$22.9K -140 -2%
FFA
2425
Freedman Financial Associates
Massachusetts
$926K +$25.2K +154 +3%
95 96
97
98 99