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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 %
PCIG
3251
Partners Capital Investment Group
Massachusetts
– -$2.15M -13,825 Closed
LAM
3252
L2 Asset Management
Massachusetts
– -$2.08M -13,383 Closed
LCM
3253
Legato Capital Management
California
– -$2.04M -13,110 Closed
MCM
3254
Mainstay Capital Management
Michigan
– -$1.83M -11,774 Closed
CCP
3255
Clough Capital Partners
Massachusetts
– -$1.78M -11,420 Closed
JWM
3256
Jackson Wealth Management
Florida
– -$1.71M -10,983 Closed
BCM
3257
Beck Capital Management
Texas
– -$1.65M -10,581 Closed
NFG
3258
Northeast Financial Group
Pennsylvania
– -$1.65M -10,579 Closed
LPARFS
3259
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– -$1.56M -10,000 Closed
CMTU
3260
Capital Markets Trading (UK)
United Kingdom
– -$1.18M -7,556 Closed
BA
3261
Ballew Advisors
Mississippi
– -$1.09M -6,997 Closed
T
3262
TRUADVICE
Florida
– -$979K -6,462 Closed
MS
3263
Madden Securities
Texas
– -$969K -6,229 Closed
MFS
3264
Mirabella Financial Services
United Kingdom
– -$855K -5,496 Closed
MTCM
3265
Mint Tower Capital Management
Netherlands
– -$834K -5,361 Closed
JPG
3266
Jordan Park Group
California
– -$834K -5,359 Closed
1CP
3267
17 Capital Partners
Arizona
– -$810K -5,205 Closed
MMC
3268
Mizuho Markets Cayman
Cayman Islands
– -$768K -4,937 Closed
BC
3269
Bridgefront Capital
Texas
– -$665K -4,275 Closed
MAM
3270
Mark Asset Management
New York
– -$634K -4,073 Closed
SDAM
3271
Shulman DeMeo Asset Management
New York
– -$571K -3,672 Closed
SIGI
3272
Susquehanna International Group (Ireland)
Ireland
– -$568K -3,652 Closed
FRM
3273
Fox Run Management
Connecticut
– -$543K -3,489 Closed
DACG
3274
Donor Advised Charitable Giving
California
– -$490K -3,150 Closed
DCM
3275
Driehaus Capital Management
Illinois
– -$484K -3,110 Closed
129 130
131
132 133