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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 %
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$45.3M +$2M +12,247 +5%
ZIC
402
ZWJ Investment Counsel
Georgia
$45.3M -$423K -2,585 -0.9%
WSFS
403
Wilmington Savings Fund Society
Delaware
$45.3M -$537K -3,278 -1%
FNBOO
404
First National Bank of Omaha
Nebraska
$45M -$3.6M -22,011 -7%
NSIM
405
North Star Investment Management
Illinois
$44.8M +$227K +1,386 +0.5%
CIP
406
Chartwell Investment Partners
Pennsylvania
$43.9M +$59.1K +361 +0.1%
ACM
407
Advisors Capital Management
New Jersey
$43.5M +$1.49M +9,130 +4%
ACH
408
ArrowMark Colorado Holdings
Colorado
$43.4M -$6.38M -39,000 -13%
WTC
409
WhitTier Trust Company
Nevada
$43.4M +$665K +4,063 +2%
CI
410
Capital International
California
$43.3M -$979K -5,978 -2%
BSA
411
Braun Stacey Associates
New York
$43M -$871K -5,324 -2%
NIM
412
Nexus Investment Management
Ontario, Canada
$43M -$2.94M -17,973 -6%
VIP
413
Vantage Investment Partners
Missouri
$42.8M +$30.6M +186,943 +252%
ACI
414
Alpha Cubed Investments
California
$42.3M -$594K -3,626 -1%
VC
415
Vestor Capital
Illinois
$42.2M +$1.43M +8,719 +3%
CA
416
Cornerstone Advisors
North Carolina
$42.1M – – –
PC
417
PM Capital
Australia
$42.1M -$1.27M -7,770 -3%
FLPIM
418
F.L. Putnam Investment Management
Massachusetts
$41.9M +$798K +4,872 +2%
CNAM
419
Campbell Newman Asset Management
Wisconsin
$41.8M +$47K +287 +0.1%
CCM
420
Chilton Capital Management
Texas
$41.7M +$273K +1,666 +0.7%
AIM
421
Avity Investment Management
Connecticut
$41.7M -$259K -1,585 -0.6%
BB
422
Busey Bank
Illinois
$41.6M +$1.4M +8,534 +3%
TAM
423
Taurus Asset Management
New York
$41.1M +$87.2K +533 +0.2%
ST
424
Sabal Trust
Florida
$41M +$243K +1,483 +0.6%
SAM
425
Securian Asset Management
Minnesota
$40.8M -$977K -5,968 -2%
15 16
17
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