JPM icon

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
$1.61B
2
Capital World Investors
Capital World Investors
California
$12.2B
3
AS
Altshuler Shaham
Israel
$329M
4
Barclays
Barclays
United Kingdom
$1.63B
5
Franklin Resources
Franklin Resources
California
$2.54B

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$44.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.78B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.94B
4
BlackRock
BlackRock
New York
$31.5B
5
Aristotle Capital Management
Aristotle Capital Management
California
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
226
Comerica Bank
Texas
$121M -$23.9M -139,040 -16%
D.E. Shaw & Co
227
D.E. Shaw & Co
New York
$119M -$4.43M -27,067 -4%
UCFA
228
United Capital Financial Advisors
Texas
$119M +$942K +5,754 +0.8%
N
229
Natixis
France
$119M +$1.72M +10,569 +1%
RG
230
Rathbones Group
United Kingdom
$118M +$8.97M +54,807 +8%
CIM
231
CCLA Investment Management
United Kingdom
$118M -$9.4M -57,419 -7%
Balyasny Asset Management
232
Balyasny Asset Management
Illinois
$116M +$73M +445,846 +168%
WF
233
Welch & Forbes
Massachusetts
$116M -$1.89M -11,540 -2%
Axa
234
Axa
France
$116M -$23.9M -146,125 -17%
CA
235
Capitolis Advisors
New York
$116M -$368K -2,211 -0.3%
MIH
236
Meitav Investment House
Israel
$115M +$52.2M +318,860 +83%
SBH
237
Segall Bryant & Hamill
Illinois
$115M -$145K -885 -0.1%
JHP
238
James Hambro & Partners
United Kingdom
$114M +$3.37M +20,604 +3%
BCWM
239
Bartlett & Co Wealth Management
Ohio
$111M +$520K +3,178 +0.5%
BC
240
Bartlett & Co
Ohio
$111M +$520K +3,178 +0.5%
MIM
241
MetLife Investment Management
New Jersey
$110M -$4.41M -26,919 -4%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$110M +$1.28M +7,846 +1%
PF
243
Phoenix Financial
Israel
$110M -$1.59M -9,712 -1%
OAM
244
Oppenheimer Asset Management
New York
$109M -$179K -1,091 -0.2%
Handelsbanken Fonder
245
Handelsbanken Fonder
Sweden
$108M +$1.53M +9,334 +1%
MA
246
MUFG Americas
New York
$108M +$4.04M +24,705 +4%
FRAF
247
Första AP-fonden
Sweden
$106M -$4.16M -25,400 -4%
OPERF
248
Oregon Public Employees Retirement Fund
Oregon
$106M -$2.56M -15,627 -2%
FI
249
Focused Investors
California
$105M -$3.54M -21,600 -3%
QP
250
Quilter Plc
United Kingdom
$103M +$4.81M +29,405 +5%
8 9
10
11 12