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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 %
ACA
426
Anchor Capital Advisors
Massachusetts
$40.8M -$43.9K -268 -0.1%
MHC
427
Meyer Handelman Company
New York
$40.7M -$16.4K -100 -0%
Mercer Global Advisors
428
Mercer Global Advisors
Colorado
$40.6M +$1.26M +7,712 +3%
First Manhattan
429
First Manhattan
New York
$40.5M +$169K +1,034 +0.4%
SH
430
SeaTown Holdings
Singapore
$40.4M +$7.92M +48,400 +24%
CP
431
Cumberland Partners
Ontario, Canada
$40.4M -$775K -4,735 -2%
BPA
432
Beacon Pointe Advisors
California
$40.3M +$22.3M +136,485 +124%
Daiwa Securities Group
433
Daiwa Securities Group
Japan
$40.2M +$3M +18,320 +8%
GFI
434
Global Frontier Investments
South Carolina
$40.1M – – –
LCS
435
Levin Capital Strategies
New York
$40M -$141K -860 -0.4%
CAG
436
Crestwood Advisors Group
Massachusetts
$40M -$6.22K -38 -0%
ATC
437
Argent Trust Co
Tennessee
$39.9M +$1.01M +6,189 +3%
BFS
438
Baskin Financial Services
Ontario, Canada
$39.6M +$855K +5,224 +2%
NP
439
NS Partners
United Kingdom
$39.5M -$18.7M -114,093 -32%
H
440
Hexavest
Quebec, Canada
$39.1M -$7.38M -45,092 -16%
CS
441
Cannell & Spears
New York
$38.7M +$290K +1,772 +0.8%
Parallax Volatility Advisers
442
Parallax Volatility Advisers
California
$38.6M -$2.17M -13,249 -5%
JAFL
443
Jay A. Fishman Ltd
Michigan
$38.5M -$1.13M -6,932 -3%
PWP
444
Private Wealth Partners
California
$38.5M -$164K -1,002 -0.4%
RL
445
Ruffer LLP
United Kingdom
$38.5M -$1.7M -10,246 -4%
ESBC
446
E.S. Barr & Co
Kentucky
$38.5M -$135K -825 -0.3%
CSIC
447
Clifford Swan Investment Counsel
California
$38.1M -$184K -1,086 -0.5%
CS
448
Central Securities
New York
$37.6M – – –
HSA
449
HBK Sorce Advisory
Pennsylvania
$37.6M +$257K +1,569 +0.7%
FSA
450
Franklin Street Advisors
North Carolina
$37.5M +$2.83M +17,315 +8%
16 17
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