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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 %
IHL
2426
Investment House LLC
California
$921K – – –
AWMG
2427
Alliance Wealth Management Group
New Jersey
$919K – – –
UC
2428
Unio Capital
New Jersey
$917K -$400K -2,442 -30%
ICM
2429
Islay Capital Management
Texas
$916K -$152K -930 -14%
MWP
2430
Moller Wealth Partners
$913K -$4.09K -25 -0.4%
TWM
2431
Titus Wealth Management
California
$912K -$3.77K -23 -0.4%
Cohen & Steers
2432
Cohen & Steers
New York
$912K +$130K +797 +17%
D
2433
Diversified
Delaware
$909K +$1.47K +9 +0.2%
CCM
2434
Carlson Capital Management
Minnesota
$909K +$47.1K +288 +5%
MHR
2435
Matthew Hamilton Rosenberg
$908K +$227K +1,386 +33%
APW
2436
Aurora Private Wealth
New Jersey
$906K +$54.7K +334 +6%
MFW
2437
Mosaic Family Wealth
Missouri
$905K +$216K +1,320 +31%
RWA
2438
RGT Wealth Advisors
Texas
$900K -$40.9K -250 -4%
PAWC
2439
P.A.W. Capital
Connecticut
$900K – – –
PCM
2440
Perritt Capital Management
Illinois
$899K – – –
RW
2441
Rede Wealth
Virginia
$898K +$41.1K +251 +5%
FC
2442
Financial Consulate
Maryland
$898K +$49.1K +300 +6%
APW
2443
Austin Private Wealth
Texas
$897K +$72K +440 +9%
AIA
2444
Alera Investment Advisors
Illinois
$896K -$140K -860 -13%
AAP
2445
Arax Advisory Partners
Colorado
$896K -$29.2K -178 -3%
FCB
2446
First Command Bank
Texas
$896K +$79.4K +485 +10%
FCFS
2447
First Command Financial Services
Texas
$896K +$79.4K +485 +10%
AIM
2448
Axiom Investment Management
New York
$893K -$295K -1,807 -25%
LCP
2449
Legacy Capital Partners
Wisconsin
$893K -$12.3K -75 -1%
LC
2450
Lindbrook Capital
California
$893K +$6.87K +42 +0.8%
96 97
98
99 100