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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 %
BNP Paribas Asset Management
501
BNP Paribas Asset Management
France
$32.6M -$22.5M -137,588 -41%
Wealthfront Advisers
502
Wealthfront Advisers
California
$32.6M +$3.64M +22,238 +13%
CGH
503
Crossmark Global Holdings
Texas
$32.5M +$623K +3,808 +2%
CA
504
Clearstead Advisors
Ohio
$32.5M +$37.3K +228 +0.1%
NMERB
505
New Mexico Educational Retirement Board
New Mexico
$32.4M -$868K -5,300 -3%
SSWM
506
Smith Salley Wealth Management
North Carolina
$32.4M +$509K +3,110 +2%
CAM
507
Congress Asset Management
Massachusetts
$32M +$3.61M +22,049 +13%
QAM
508
QCI Asset Management
New York
$31.9M +$215K +1,315 +0.7%
SIC
509
Salem Investment Counselors
North Carolina
$31.6M +$1M +6,117 +3%
SAM
510
Silvercrest Asset Management
New York
$31.6M -$1.85M -11,285 -6%
ADEF
511
Adams Diversified Equity Fund
Maryland
$31.2M -$13.9M -85,000 -31%
JCM
512
Janney Capital Management
Pennsylvania
$31M -$1.02M -6,236 -3%
ONB
513
Old National Bancorp
Indiana
$30.7M -$830K -5,068 -3%
LG
514
LaFleur & Godfrey
Michigan
$30.6M +$295K +1,804 +1%
PCM
515
Palisade Capital Management
New Jersey
$30.6M -$86.8K -530 -0.3%
CFG
516
Citizens Financial Group
Rhode Island
$30.5M -$11.8M -72,300 -28%
V
517
Veritable
Delaware
$30.5M +$289K +1,764 +1%
LSERS
518
Louisiana State Employees Retirement System
Louisiana
$30.4M -$442K -2,700 -1%
MIS
519
Morningstar Investment Services
Illinois
$30.3M -$371K -2,237 -1%
CTC
520
Central Trust Company
Missouri
$30.2M +$825K +5,043 +3%
SIA
521
Sit Investment Associates
Minnesota
$30.1M -$528K -3,225 -2%
MSR
522
Main Street Research
Connecticut
$30M +$1.09M +6,685 +4%
OC
523
Oakworth Capital
Alabama
$29.9M +$660K +4,031 +2%
CTI
524
Community Trust & Investment
Kentucky
$29.8M +$2.41M +14,715 +9%
BBVA
525
Banco Bilbao Vizcaya Argentaria
Spain
$29.5M -$3.45M -21,060 -10%
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