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 %
BHC
301
Bowen Hanes & Co
Florida
$71.7M +$507K +3,095 +0.7%
BAM
302
Berkshire Asset Management
Pennsylvania
$71.6M +$997K +6,089 +1%
PAG
303
Private Advisor Group
New Jersey
$71.2M +$22M +134,409 +45%
GI
304
GAMCO Investors
Connecticut
$70.5M -$4.21M -25,715 -6%
CB
305
Cooke & Bieler
Pennsylvania
$69.2M -$1.2M -7,332 -2%
BCM
306
Becker Capital Management
Oregon
$69.2M +$84K +513 +0.1%
CM
307
Corvex Management
New York
$69.2M +$229K +1,398 +0.3%
PWLP
308
Prio Wealth Limited Partnership
Massachusetts
$69.1M -$441K -2,692 -0.6%
Squarepoint
309
Squarepoint
New York
$68.9M +$48.9M +298,780 +244%
HF
310
HRT Financial
New York
$68.4M +$34.1M +208,577 +100%
WBC
311
Westpac Banking Corp
Australia
$68.4M -$11.5M -70,469 -14%
PSUF
312
People's United Financial
Connecticut
$67.8M -$179K -1,093 -0.3%
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$67.7M +$6.5M +39,718 +11%
Jane Street
314
Jane Street
New York
$67.6M -$39.4M -240,881 -37%
MOACM
315
Mutual of America Capital Management
New York
$67.5M -$499K -3,048 -0.7%
PA
316
Pinnacle Associates
New York
$66.6M +$516K +3,152 +0.8%
WT
317
Washington Trust
Rhode Island
$66.6M -$405K -2,474 -0.6%
II
318
IFM Investors
Australia
$66.1M -$154K -938 -0.2%
SMDAM
319
Sumitomo Mitsui DS Asset Management
Japan
$66M +$596K +3,641 +0.9%
GC
320
Guggenheim Capital
Illinois
$65.9M +$5.17M +31,575 +9%
CG
321
Colony Group
Massachusetts
$65.7M +$537K +3,281 +0.8%
JAM
322
Jupiter Asset Management
United Kingdom
$65.6M -$8.2M -50,108 -11%
GPA
323
Guidance Point Advisors
Massachusetts
$65.6M +$327 +2 +0%
CA
324
Commerzbank Aktiengesellschaft
Germany
$64.4M +$7.61M +46,514 +13%
CTB
325
Country Trust Bank
Illinois
$64.2M +$8.78M +53,610 +16%
11 12
13
14 15