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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 %
CT
326
Cambridge Trust
Massachusetts
$64M +$53.7K +328 +0.1%
Cerity Partners
327
Cerity Partners
New York
$64M +$795K +4,855 +1%
BAM
328
Barrett Asset Management
New York
$63.7M -$478K -2,923 -0.7%
KAS
329
Kestra Advisory Services
Texas
$63.6M +$2.5M +15,277 +4%
NC
330
Nicholas Company
Wisconsin
$62.6M +$4.09K +25 +0%
GC
331
Giverny Capital
Quebec, Canada
$62.5M +$2.99M +18,282 +5%
BF
332
BOK Financial
Oklahoma
$62.4M +$62.4M +381,502 New
DADC
333
D.A. Davidson & Co
Montana
$62.2M +$1.32M +8,072 +2%
IMCOOI
334
Investment Management Corp of Ontario (IMCO)
Canada
$62.2M – – –
SPIA
335
Steward Partners Investment Advisory
New York
$62M +$4.4M +26,906 +8%
ABC
336
Associated Banc-Corp
Wisconsin
$61.7M -$27.2K -166 -0%
COPPSERS
337
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$61.3M -$983K -6,008 -2%
WPC
338
Waters Parkerson & Co
Louisiana
$61M -$181K -1,103 -0.3%
PFP
339
Pinnacle Financial Partners
Tennessee
$60.8M +$15.6M +95,408 +35%
CRC
340
Curi RMB Capital
Illinois
$59.9M +$1.05M +6,426 +2%
AAM
341
Advisors Asset Management
Colorado
$59.6M -$7.59M -46,395 -11%
RMDI
342
R.M. Davis Inc
Maine
$59.5M +$2.55M +15,596 +4%
TAM
343
Todd Asset Management
Kentucky
$59.4M -$360K -2,198 -0.6%
SF
344
Synovus Financial
Georgia
$58.8M +$495K +3,026 +0.8%
BIP
345
Brandes Investment Partners
California
$58.1M -$962K -5,875 -2%
TH
346
TCTC Holdings
Texas
$58M +$117K +713 +0.2%
VDI
347
Vaughan David Investments
Illinois
$57.9M -$642K -3,924 -1%
MCM
348
MAI Capital Management
Ohio
$57.7M +$4.29M +26,221 +8%
MLICM
349
Metropolitan Life Insurance Company (MetLife)
New York
$57.5M -$2.73M -16,653 -5%
NA
350
NewEdge Advisors
Louisiana
$57M +$3.79M +23,162 +7%
12 13
14
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