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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 %
TBA
526
Tower Bridge Advisors
Pennsylvania
$29.4M +$546K +3,333 +2%
CDH
527
Charles D. Hyman
$29.4M +$1.06M +6,466 +4%
FNBT
528
FineMark National Bank & Trust
Florida
$29.4M -$47.3K -289 -0.2%
Pacer Advisors
529
Pacer Advisors
Pennsylvania
$29.3M +$414K +2,532 +1%
IC
530
IEQ Capital
California
$29.2M +$1.18M +7,213 +4%
AAIM
531
American Assets Investment Management
California
$29.1M – – –
SSB
532
Sandy Spring Bank
Maryland
$29M -$154K -943 -0.5%
BCI
533
Brinker Capital Investments
Pennsylvania
$28.9M -$4.53K -29 -0%
KHLMVGHM
534
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$28.8M – – –
DCM
535
Dupont Capital Management
Delaware
$28.7M -$9.41M -57,504 -25%
RC
536
Randolph Company
Ohio
$28.7M -$11.5K -70 -0%
CCMIC
537
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$28.5M +$22.9K +140 +0.1%
LS
538
Livforsakringsbolaget Skandia
Sweden
$28.5M -$1.34M -8,200 -5%
KRS
539
Kentucky Retirement Systems
Kentucky
$28.4M -$444K -2,713 -2%
GW
540
GW & Wade
Massachusetts
$28.4M +$221K +1,351 +0.8%
TNB
541
Thomasville National Bank
Georgia
$28.3M +$942K +5,754 +3%
BAAM
542
Baker Avenue Asset Management
California
$28.2M +$330K +2,018 +1%
DDPIC
543
Deroy & Devereaux Private Investment Counsel
Michigan
$28.1M -$351K -2,142 -1%
HR
544
Howe & Rusling
New York
$28.1M +$974K +5,949 +4%
ABTD
545
Arvest Bank Trust Division
Oklahoma
$28.1M -$177K -1,084 -0.6%
BCM
546
BTR Capital Management
California
$27.8M +$539K +3,291 +2%
MCI
547
McDonald Capital Investors
California
$27.6M -$877K -5,360 -3%
RE
548
RBC Europe
United Kingdom
$27.5M +$883K +5,392 +3%
GAMA
549
Graticule Asia Macro Advisors
New York
$27.4M +$27.4M +167,581 New
AP
550
Appleton Partners
Massachusetts
$27.4M +$955K +5,836 +4%
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