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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 %
VCM
451
Vigilant Capital Management
Maine
$37.5M -$412K -2,520 -1%
MSRPS
452
Maryland State Retirement & Pension System
Maryland
$37.4M -$336K -2,036 -0.9%
NMIFOAC
453
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$37.3M – – –
BCM
454
Bridgeway Capital Management
Texas
$37.3M -$3.62M -22,100 -9%
FNT
455
First National Trust
Pennsylvania
$37.2M +$1.52M +9,300 +4%
AWM
456
AE Wealth Management
Kansas
$37.2M +$2.5M +15,289 +7%
SWP
457
Stratos Wealth Partners
Ohio
$37.1M +$275K +1,683 +0.7%
ZCM
458
Ziegler Capital Management
Illinois
$37.1M -$8.33M -50,857 -18%
BAMF
459
BI Asset Management Fondsmaeglerselskab
Denmark
$37.1M +$6.42M +39,233 +21%
DIA
460
Dana Investment Advisors
Wisconsin
$37.1M -$4.13M -25,242 -10%
ISL
461
Ingalls & Snyder LLC
New York
$36.8M -$2.03M -12,375 -5%
Cetera Investment Advisers
462
Cetera Investment Advisers
Illinois
$36.8M +$752K +4,594 +2%
SBCM
463
Schwerin Boyle Capital Management
Massachusetts
$36.4M -$20.5K -125 -0.1%
MPI
464
Mairs & Power Inc
Minnesota
$36.3M +$390K +2,385 +1%
HCMT
465
Highland Capital Management (Tennessee)
Tennessee
$36.2M -$635K -3,878 -2%
SYBT
466
Stock Yards Bank & Trust
Kentucky
$36.1M +$1.31M +7,996 +4%
GI
467
Gradient Investments
Minnesota
$35.9M +$4.71M +28,747 +15%
KFC
468
Klingenstein Fields & Co
New York
$35.8M -$482K -2,946 -1%
MG
469
Markel Group
Virginia
$35.4M – – –
HIMC
470
Heritage Investors Management Corp
Maryland
$35.4M -$730K -4,462 -2%
MAA
471
Matrix Asset Advisors
New York
$35.2M +$119K +730 +0.3%
HW
472
Hancock Whitney
Mississippi
$35.2M -$2.66M -16,252 -7%
SPC
473
Stewart & Patten Company
California
$35.2M -$579K -3,535 -2%
CAN
474
Cetera Advisor Networks
California
$35.1M +$3.25M +19,824 +10%
X
475
Xponance
Pennsylvania
$35.1M -$2.77M -16,929 -7%
17 18
19
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