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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
$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 %
TF
251
TIAA FSB
Florida
$102M +$957K +5,847 +0.9%
ERSOT
252
Employees Retirement System of Texas
Texas
$102M +$113K +693 +0.1%
BA
253
Bridgewater Associates
Connecticut
$102M +$21.8M +133,096 +27%
CCMG
254
Clark Capital Management Group
Pennsylvania
$102M +$8.91M +54,422 +10%
TRSOTSOK
255
Teachers Retirement System of the State of Kentucky
Kentucky
$99.1M – – –
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.9M +$3.62M +22,096 +4%
WT
257
Whittier Trust
California
$98.2M -$713K -4,356 -0.7%
Kovitz Investment Group Partners
258
Kovitz Investment Group Partners
Illinois
$97.3M -$365K -2,231 -0.4%
GIBU
259
Gulf International Bank (UK)
United Kingdom
$97.2M -$2.45M -14,977 -2%
WJWM
260
Williams Jones Wealth Management
New York
$97M -$76.1K -465 -0.1%
Mirae Asset Global Investments
261
Mirae Asset Global Investments
South Korea
$94.5M +$4.61M +28,167 +5%
Creative Planning
262
Creative Planning
Kansas
$94.2M -$1.52M -9,291 -2%
PGFC
263
Peapack-Gladstone Financial Corp
New Jersey
$93.9M +$12.2M +74,696 +15%
WGAM
264
Wilkinson Global Asset Management
New York
$93.9M -$954K -5,831 -1%
Cambridge Investment Research Advisors
265
Cambridge Investment Research Advisors
Iowa
$92.5M -$2.8M -17,121 -3%
BCIM
266
British Columbia Investment Management
British Columbia, Canada
$91.7M -$812K -4,960 -0.9%
Dodge & Cox
267
Dodge & Cox
California
$90.8M -$9.36M -57,188 -9%
BMO
268
Beck Mack & Oliver
New York
$88.7M -$1.02M -6,217 -1%
HPC
269
HM Payson & Co
Maine
$88.7M +$1.05M +6,403 +1%
SEI Investments
270
SEI Investments
Pennsylvania
$88.3M -$17.8M -108,733 -17%
PI
271
PGGM Investments
Netherlands
$88M -$13.1M -80,045 -13%
URS
272
Utah Retirement Systems
Utah
$88M -$5.88M -35,900 -6%
MNG
273
Manning & Napier Group
New York
$87.6M -$2.12M -12,947 -2%
EWM
274
Evercore Wealth Management
New York
$87.2M +$1.26M +7,686 +1%
CIC
275
Crawford Investment Counsel
Georgia
$86.4M -$494K -3,020 -0.6%
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