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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 %
RMC
601
Resources Management Corp
Connecticut
$23.7M -$54.3K -332 -0.2%
GJCM
602
Grand Jean Capital Management
California
$23.7M +$570K +3,485 +2%
TCOV
603
Trust Company of Vermont
Vermont
$23.7M +$236K +1,442 +1%
LCM
604
Laurion Capital Management
New York
$23.7M +$23.2M +141,812 +5,313%
FAB
605
First American Bank
Illinois
$23.6M +$1.04M +6,367 +5%
Lido Advisors
606
Lido Advisors
California
$23.6M -$1.77M -10,829 -7%
Wolverine Trading
607
Wolverine Trading
Illinois
$23.4M +$12.8M +77,231 +121%
USCWA
608
U.S. Capital Wealth Advisors
Texas
$23.4M +$23.4M +144,692 New
PP
609
Patten & Patten
Tennessee
$23.3M +$12.6K +77 +0.1%
UM
610
Ulysses Management
New York
$23.2M +$18.8M +115,000 +434%
Acadian Asset Management
611
Acadian Asset Management
Massachusetts
$23.1M -$15.2M -93,027 -40%
BOTW
612
Bank of the West
California
$23.1M +$741K +4,527 +3%
PCM
613
Parsons Capital Management
Rhode Island
$23M -$66.5K -406 -0.3%
NCM
614
Narwhal Capital Management
Georgia
$23M +$106K +647 +0.5%
B
615
Bailard
California
$22.9M -$212K -1,297 -0.9%
KWILP
616
Kiwi Wealth Investments Limited Partnership
New Zealand
$22.9M +$3.05M +18,650 +15%
BCV
617
Banque Cantonale Vaudoise
Switzerland
$22.7M +$6.02M +36,800 +36%
FMLI
618
Fukoku Mutual Life Insurance
Japan
$22.7M +$221K +1,350 +1%
BG
619
Bollard Group
Massachusetts
$22.5M +$1.27M +7,781 +6%
LCM
620
Logan Capital Management
Pennsylvania
$22.5M -$1.65M -10,069 -7%
CA
621
Cullinan Associates
Kentucky
$22.4M -$1.92M -11,752 -8%
CIM
622
Courant Investment Management
Tennessee
$22.4M – – –
CM
623
Churchill Management
California
$22.4M +$5.37M +32,809 +32%
DMIC
624
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22.1M +$1.22M +7,429 +6%
UOC
625
UBS O'Connor
Illinois
$22.1M -$818K -5,000 -4%
23 24
25
26 27