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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
1
DZ Bank
Germany
$1.61B
2
Capital World Investors
2
Capital World Investors
California
$12.2B
3
AS
3
Altshuler Shaham
Israel
$329M
4
Barclays
4
Barclays
United Kingdom
$1.63B
5
Franklin Resources
5
Franklin Resources
California
$2.54B

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$44.3B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$5.78B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.94B
4
BlackRock
4
BlackRock
New York
$31.5B
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$2.54B +$299M +1,827,675 +13%
Invesco
27
Invesco
Georgia
$2.53B +$179M +1,092,139 +8%
Deutsche Bank
28
Deutsche Bank
Germany
$2.41B +$3.48M +21,255 +0.1%
Goldman Sachs
29
Goldman Sachs
New York
$2.25B +$149M +907,836 +7%
Primecap Management
30
Primecap Management
California
$2.01B -$84.9M -518,670 -4%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$1.94B -$992M -6,057,942 -34%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$1.9B +$50.3M +309,138 +3%
PPA
33
Parametric Portfolio Associates
Washington
$1.82B +$56.6M +345,693 +3%
Barclays
34
Barclays
United Kingdom
$1.63B +$305M +1,865,308 +23%
DZ Bank
35
DZ Bank
Germany
$1.61B +$676M +4,129,437 +73%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$1.53B +$134M +806,052 +10%
Sanders Capital
37
Sanders Capital
Florida
$1.49B +$46.1M +281,378 +3%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$1.46B -$140M -853,416 -9%
Boston Partners
39
Boston Partners
Massachusetts
$1.31B +$14.4M +87,963 +1%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.3B -$53.3M -325,442 -4%
RJA
41
Raymond James & Associates
Florida
$1.24B +$20.9M +127,912 +2%
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.19B +$114M +699,430 +11%
Fisher Asset Management
43
Fisher Asset Management
Washington
$1.16B +$33.5M +204,912 +3%
EVM
44
Eaton Vance Management
Massachusetts
$1.16B +$8.35M +51,444 +0.7%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.11B -$14.8M -90,639 -1%
American Century Companies
46
American Century Companies
Missouri
$1.1B +$98M +598,824 +10%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.09B -$16.3M -99,694 -1%
ClearBridge Investments
48
ClearBridge Investments
New York
$1.09B +$5.62M +34,335 +0.5%
CS
49
Credit Suisse
Switzerland
$1.04B -$35.7M -217,790 -3%
Allianz Asset Management
50
Allianz Asset Management
Germany
$1.02B +$204M +1,248,421 +25%
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