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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
+$676M
2
Capital World Investors
Capital World Investors
California
+$453M
3
AS
Altshuler Shaham
Israel
+$329M
4
Barclays
Barclays
United Kingdom
+$305M
5
Franklin Resources
Franklin Resources
California
+$299M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$41.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.14B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$992M
4
BlackRock
BlackRock
New York
-$807M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$637M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
351
Conning Inc
Connecticut
$56.8M +$1.03M +6,309 +2%
NSLI
352
Nan Shan Life Insurance
Taiwan
$56.4M +$12.9M +78,990 +30%
ICG
353
InterOcean Capital Group
Tennessee
$56M +$3.75M +22,930 +7%
MWNA
354
Marshall Wace North America
New York
$55.9M -$60.3M -368,286 -52%
VRS
355
Virginia Retirement Systems
Virginia
$55.7M -$13M -79,300 -19%
BGC
356
Beutel, Goodman & Co
Ontario, Canada
$55.6M +$2.3M +14,078 +4%
BS
357
Banco Santander
Spain
$55.5M -$908K -5,546 -2%
CI
358
Cambiar Investors
Colorado
$55.4M +$334K +2,041 +0.6%
FP
359
Foundry Partners
Minnesota
$55.4M -$197K -1,205 -0.4%
PWP
360
Principle Wealth Partners
Connecticut
$54.8M +$75.8K +463 +0.1%
WHG
361
Westwood Holdings Group
Texas
$54.4M -$2.35M -14,384 -4%
OC
362
Oppenheimer & Co
New York
$53.8M +$349K +2,135 +0.7%
EB
363
Eastern Bank
Massachusetts
$53.6M -$12.3K -75 -0%
CPSAC
364
Chas P. Smith & Associates (CPS)
Florida
$53.5M +$1.71M +10,420 +3%
OCM
365
Osterweis Capital Management
California
$53.3M -$3.27M -19,995 -6%
Ninety One (UK)
366
Ninety One (UK)
United Kingdom
$53.2M +$19.4M +118,342 +57%
BTCPP
367
Border to Coast Pensions Partnership
United Kingdom
$53.1M – – –
RJT
368
Raymond James Trust
Florida
$52.5M +$247K +1,510 +0.5%
FT
369
Fiduciary Trust
Massachusetts
$52.5M -$357K -2,182 -0.7%
PMG
370
Private Management Group
California
$52.4M -$576K -3,519 -1%
PP
371
Palladium Partners
Virginia
$52.2M -$503K -3,070 -1%
PFM
372
Parsec Financial Management
North Carolina
$52M -$1.06M -6,315 -2%
MAM
373
Madison Asset Management
Wisconsin
$51.9M -$1.6M -9,796 -3%
WB
374
WesBanco Bank
West Virginia
$51.9M -$605K -3,693 -1%
LWCA
375
Locust Wood Capital Advisers
New York
$51.7M +$640K +3,910 +1%
13 14
15
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