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 %
MNBTD
376
Moody National Bank Trust Division
Texas
$51M -$73.5K -449 -0.1%
AIMCA
377
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$51M +$30.7M +187,390 +151%
CIC
378
Carnegie Investment Counsel
Ohio
$50.9M +$892K +5,446 +2%
NLGIA
379
Nippon Life Global Investors Americas
New York
$50.7M -$3.34M -20,420 -6%
DILIC
380
Dai-ichi Life Insurance Company
Japan
$50.7M -$2.55M -15,605 -5%
SGAM
381
Smith Group Asset Management
Texas
$50.4M -$1.65M -10,091 -3%
Impax Asset Management Group
382
Impax Asset Management Group
United Kingdom
$49.8M +$57.1K +349 +0.1%
SI
383
Stephens Inc
Arkansas
$49.1M -$3.28M -20,014 -6%
GT
384
Glenview Trust
Kentucky
$49.1M +$714K +4,361 +1%
DCM
385
Donaldson Capital Management
Indiana
$49M -$12.1M -74,037 -20%
AA
386
Ancora Advisors
Ohio
$49M +$1.61M +9,830 +3%
BIAS
387
Beacon Investment Advisory Services
New Jersey
$48.9M -$789K -4,823 -2%
CS
388
Candriam SCA
Luxembourg
$48.8M -$1.15M -7,033 -2%
BPWM
389
Badgley Phelps Wealth Managers
Washington
$48.2M +$48.2M +294,256 New
ANI
390
American National Insurance
Texas
$48.2M -$31.9K -195 -0.1%
EAM
391
Erste Asset Management
Austria
$48M -$504K -3,040 -1%
HIMCH
392
Hartford Investment Management Co (HIMCO)
Connecticut
$47.8M -$6.51M -39,771 -12%
RMA
393
Roffman Miller Associates
Pennsylvania
$47.8M -$41.5M -253,809 -47%
SDIC
394
South Dakota Investment Council
South Dakota
$47.6M -$753K -4,600 -2%
BIM
395
Bridges Investment Management
Nebraska
$47.4M -$926K -5,656 -2%
PR
396
Payden & Rygel
California
$47.3M -$688K -4,200 -1%
SAM
397
Shell Asset Management
Netherlands
$47.1M -$2.56M -15,628 -5%
IG
398
ING Group
Netherlands
$47M -$46.6M -284,583 -50%
MLL
399
Moody Lynn & Lieberson
Massachusetts
$46.4M -$2.72M -16,630 -6%
CAI
400
Capital Advisors Inc
Oklahoma
$45.6M +$979K +5,978 +2%
14 15
16
17 18