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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 %
EWM
676
Endurance Wealth Management
Rhode Island
$18.9M -$211K -1,290 -1%
WB
677
Webster Bank
Connecticut
$18.8M +$22.1K +135 +0.1%
OCAM
678
Onex Canada Asset Management
Ontario, Canada
$18.8M +$27.3K +167 +0.1%
TIP
679
Torray Investment Partners
Maryland
$18.8M +$48.1K +294 +0.3%
FLII
680
First Long Island Investors
New York
$18.8M +$742K +4,531 +4%
ECM
681
Evergreen Capital Management
Washington
$18.7M +$2.14M +13,052 +13%
SGK
682
Steigerwald Gordon & Koch
Virginia
$18.7M -$129K -787 -0.7%
GCA
683
Guardian Capital Advisors
Ontario, Canada
$18.6M +$26.7K +160 +0.1%
NO
684
Ninety One
South Africa
$18.5M +$17.6M +106,899 +1,909%
LIP
685
Liontrust Investment Partners
United Kingdom
$18.5M +$18.5M +113,000 New
SFM
686
Soros Fund Management
New York
$18.4M +$18.4M +112,280 New
NPF
687
Norris Perne & French
Michigan
$18.4M -$3.48M -21,241 -16%
JPMIA
688
J.P. Marvel Investment Advisors
Massachusetts
$18.3M -$27.8K -170 -0.2%
DMC
689
Drexel Morgan & Co
Pennsylvania
$18.3M – – –
IMRF
690
Illinois Municipal Retirement Fund
Illinois
$18.3M +$205K +1,254 +1%
AJ
691
Ashburton (Jersey)
Jersey
$18.2M -$1.38M -8,453 -7%
MIA
692
MainStreet Investment Advisors
Illinois
$18.2M -$291K -1,780 -2%
PNAA
693
Pictet North America Advisors
Switzerland
$18M -$46.7K -285 -0.3%
GIM
694
Grassi Investment Management
California
$18M -$16K -98 -0.1%
CANC
695
Culbertson A N & Co
Virginia
$18M +$285K +1,742 +2%
WFMPM
696
Woodley Farra Manion Portfolio Management
Indiana
$17.9M -$852K -5,205 -5%
BRWA
697
B. Riley Wealth Advisors
Florida
$17.9M +$1.75M +10,725 +11%
SG Americas Securities
698
SG Americas Securities
New York
$17.8M -$115M -704,945 -87%
OAC
699
OMERS Administration Corp
Ontario, Canada
$17.8M +$17.8M +108,564 New
BWFA
700
Baltimore-Washington Financial Advisors
Maryland
$17.7M +$669K +4,085 +4%
26 27
28
29 30