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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 %
WI
276
Wafra Inc
New York
$84.2M – – –
PNC
277
Park National Corp
Ohio
$84M -$660K -4,033 -0.8%
TAF
278
Tredje AP-fonden
Sweden
$83.3M +$83.3M +508,908 New
GF
279
Gabelli Funds
New York
$81.3M -$1.07M -6,550 -1%
SOADOR
280
State of Alaska Department of Revenue
Alaska
$81.2M -$6.76M -41,292 -8%
SW
281
SVB Wealth
Massachusetts
$81M -$7.56M -46,204 -9%
RCM
282
RNC Capital Management
California
$80.9M -$47.5K -290 -0.1%
BCM
283
Basswood Capital Management
New York
$80.4M – – –
CFB
284
Cullen/Frost Bankers
Texas
$80.3M +$212K +1,295 +0.3%
MML Investors Services
285
MML Investors Services
Massachusetts
$79.9M +$3.28M +20,025 +4%
AIA
286
Avalon Investment & Advisory
Texas
$78.5M -$3.55M -21,666 -4%
CIP
287
Cornerstone Investment Partners
Georgia
$77.6M -$2.28M -13,906 -3%
SCA
288
STALEY CAPITAL ADVISERS
Pennsylvania
$76.4M -$391K -2,390 -0.5%
FCI
289
Financial Counselors Inc
Kansas
$76M +$828K +5,058 +1%
TPSF
290
Texas Permanent School Fund
Texas
$75.6M -$6.76M -41,277 -8%
PCM
291
Polaris Capital Management
Massachusetts
$75.1M -$704K -4,300 -0.9%
FWCM
292
Ferguson Wellman Capital Management
Oregon
$75M +$640K +3,909 +0.9%
MSL
293
Mackay Shields LLC
New York
$74.7M -$3.16M -19,312 -4%
EWA
294
EP Wealth Advisors
California
$74.6M +$3.74M +22,829 +5%
MVP
295
Miller Value Partners
Florida
$74M -$354K -2,163 -0.5%
EDRH
296
Edmond de Rothschild Holding
Switzerland
$73.4M +$16.4M +100,189 +29%
Connor, Clark & Lunn Investment Management (CC&L)
297
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$72.8M -$11M -67,370 -13%
EOJOAM
298
E. Ohman J:or Asset Management
Sweden
$72.1M +$49.1K +300 +0.1%
SCP
299
Seizert Capital Partners
Michigan
$72M +$1.51M +9,255 +2%
UB
300
UMB Bank
Missouri
$71.9M +$582K +3,558 +0.8%
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