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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 %
SFP
2451
Sandbox Financial Partners
Maryland
$890K +$5.08K +31 +0.6%
BIP
2452
Blueprint Investment Partners
North Carolina
$888K +$888K +5,423 New
EBA
2453
Eagle Bay Advisors
New York
$886K +$271K +1,658 +44%
HI
2454
Harrington Investments
California
$885K +$233K +1,425 +36%
BWA
2455
Burt Wealth Advisors
Maryland
$883K +$1.64K +10 +0.2%
WDA
2456
Wendell David Associates
New Hampshire
$882K +$47.9K +293 +6%
HAIM
2457
Hunter Associates Investment Management
Pennsylvania
$880K -$16.4K -100 -2%
OFW
2458
Omnia Family Wealth
Florida
$878K -$5.73K -35 -0.6%
Harris Associates
2459
Harris Associates
Illinois
$874K – – –
PIM
2460
Profit Investment Management
Maryland
$871K – – –
STB
2461
S&T Bank
Pennsylvania
$871K +$21.6K +132 +3%
FMN
2462
Financial Management Network
California
$869K +$835 +5 +0.1%
AC
2463
Apella Capital
Connecticut
$867K -$1.64K -10 -0.2%
SFG
2464
SNS Financial Group
Minnesota
$867K +$10.3K +63 +1%
GFG
2465
Greystone Financial Group
Michigan
$863K -$197K -1,205 -19%
GIP
2466
Greatmark Investment Partners
Georgia
$863K – – –
FPWM
2467
FSB Premier Wealth Management
Iowa
$862K -$90.4K -552 -9%
LF
2468
Lantz Financial
Illinois
$862K -$29.1K -178 -3%
CAM
2469
Costello Asset Management
Pennsylvania
$862K -$21.9K -134 -2%
FA
2470
Faithward Advisors
Pennsylvania
$862K -$4.91K -30 -0.6%
ME
2471
McIlrath & Eck
Washington
$857K -$655 -4 -0.1%
SIM
2472
Sadoff Investment Management
Wisconsin
$855K +$24.2K +148 +3%
CAM
2473
Concorde Asset Management
Michigan
$853K +$71.8K +441 +9%
EW
2474
Element Wealth
Mississippi
$850K -$491 -3 -0.1%
HCM
2475
Hutchinson Capital Management
California
$849K – – –
97 98
99
100 101