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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 %
VM
576
Venator Management
Pennsylvania
$25.6M +$174K +1,065 +0.7%
AAP
577
Aristotle Atlantic Partners
Florida
$25.6M +$447K +2,731 +2%
PCM
578
Penserra Capital Management
California
$25.5M +$4.17M +25,504 +20%
IAA
579
Independent Advisor Alliance
North Carolina
$25.2M -$1.61M -9,818 -6%
ACM
580
Azimuth Capital Management
Michigan
$25M -$469K -2,864 -2%
WIC
581
Willis Investment Counsel
Georgia
$24.8M +$29.5K +180 +0.1%
FDCC
582
Foster Dykema Cabot & Co
Massachusetts
$24.7M -$140K -856 -0.6%
NCM
583
Noesis Capital Mangement
Florida
$24.7M +$326K +1,989 +1%
FA
584
FDx Advisors
Illinois
$24.7M +$933K +5,702 +4%
WAS
585
Wesleyan Assurance Society
United Kingdom
$24.6M – – –
BCP
586
Blue Chip Partners
Michigan
$24.6M +$360K +2,197 +1%
CIA
587
Capital Investment Advisors
Georgia
$24.5M +$1.22M +7,442 +5%
NMIMC
588
Northwestern Mutual Investment Management Company
Wisconsin
$24.5M +$2.02M +12,317 +9%
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$24.5M +$3.29M +20,074 +16%
LBC
590
Lowe Brockenbrough & Co
Virginia
$24.4M -$4.09M -25,009 -14%
MIM
591
Manitou Investment Management
Ontario, Canada
$24.3M +$28.6K +175 +0.1%
TU
592
TDAM USA
Ontario, Canada
$24.2M -$74.3K -454 -0.3%
NRS
593
Neville Rodie & Shaw
New York
$24.1M +$336K +2,055 +1%
RFA
594
Reilly Financial Advisors
California
$24.1M +$846K +5,171 +4%
BBA
595
BLB&B Advisors
Pennsylvania
$23.9M +$1.42M +8,668 +6%
VIM
596
Vancity Investment Management
British Columbia, Canada
$23.9M +$2.24M +13,666 +10%
RT
597
Rockland Trust
Massachusetts
$23.9M -$403K -2,460 -2%
EIP
598
Easterly Investment Partners
Massachusetts
$23.9M +$22.7M +138,632 +1,917%
Man Group
599
Man Group
United Kingdom
$23.9M -$15M -91,590 -39%
PAM
600
Private Asset Management
California
$23.8M -$148K -903 -0.6%
22 23
24
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