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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 %
FBA
476
Front Barnett Associates
Illinois
$35M -$396K -2,419 -1%
NIM
477
Northeast Investment Management
Massachusetts
$35M +$324K +1,980 +0.9%
CCM
478
Covington Capital Management
California
$35M -$347K -2,121 -1%
OA
479
Oak Associates
Ohio
$34.9M +$655 +4 +0%
HCMG
480
Howard Capital Management Group
California
$34.9M +$155K +945 +0.4%
RIG
481
Roosevelt Investment Group
New York
$34.7M -$1.04M -6,337 -3%
VVP
482
Venture Visionary Partners
Ohio
$34.6M +$2.72M +16,637 +9%
EMPI
483
Elo Mutual Pension Insurance
Finland
$34.5M -$415K -2,538 -1%
JIC
484
Johnson Investment Counsel
Ohio
$34.4M +$406K +2,481 +1%
EGA
485
Eagle Global Advisors
Texas
$34.4M +$533K +3,254 +2%
E
486
Ergoteles
New York
$34.4M +$28M +170,968 +437%
FFA
487
First Foundation Advisors
California
$34.3M +$1.36M +8,300 +4%
ECM
488
Estabrook Capital Management
New York
$34.2M -$1.31M -7,997 -4%
CTA
489
Chesley Taft & Associates
Illinois
$33.9M +$289K +1,765 +0.9%
BONST
490
Bank of Nova Scotia Trust
Ontario, Canada
$33.6M +$135K +826 +0.4%
DJSG
491
D.J. St. Germain
Massachusetts
$33.6M -$879K -5,370 -3%
Renaissance Technologies
492
Renaissance Technologies
New York
$33.3M -$37.8M -230,900 -53%
BPCE
493
Bank Pictet & Cie (Europe)
Germany
$33.2M – – –
SWM
494
Spire Wealth Management
Virginia
$33.1M +$742K +4,500 +2%
AIM
495
Achmea Investment Management
Netherlands
$33M -$1.01M -6,183 -3%
GGS
496
Galvin Gaustad & Stein
Arizona
$33M +$310K +1,892 +0.9%
CA
497
Cetera Advisors
Colorado
$33M +$5.13M +31,322 +18%
SRC
498
Shufro Rose & Co
New York
$32.9M +$567K +3,463 +2%
FHA
499
First Horizon Advisors
Tennessee
$32.9M +$12.6M +77,173 +62%
PI
500
PFS Investments
Georgia
$32.6M +$2.69M +15,892 +9%
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