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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
1
DZ Bank
Germany
$1.61B
2
Capital World Investors
2
Capital World Investors
California
$12.2B
3
AS
3
Altshuler Shaham
Israel
$329M
4
Barclays
4
Barclays
United Kingdom
$1.63B
5
Franklin Resources
5
Franklin Resources
California
$2.54B

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$44.3B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$5.78B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.94B
4
BlackRock
4
BlackRock
New York
$31.5B
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.02B -$33.6M -205,481 -3%
Principal Financial Group
52
Principal Financial Group
Iowa
$1.01B -$11.8M -72,276 -1%
PI
53
Putnam Investments
Massachusetts
$993M -$2.57M -15,716 -0.3%
Bessemer Group
54
Bessemer Group
New Jersey
$971M +$10.6M +64,646 +1%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$935M -$248M -1,506,854 -21%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$896M +$70.6M +431,000 +9%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$892M +$15.4M +93,948 +2%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$880M -$15M -91,833 -2%
Swedbank
59
Swedbank
Sweden
$836M +$43M +262,818 +5%
Citigroup
60
Citigroup
New York
$821M -$57.9M -354,002 -7%
DSA
61
Davis Selected Advisers
Arizona
$815M -$119M -724,732 -13%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$801M -$15.8M -96,500 -2%
Nordea Investment Management
63
Nordea Investment Management
Sweden
$799M -$3.16M -19,124 -0.4%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$778M -$4.58M -27,976 -0.6%
APG Asset Management
65
APG Asset Management
Netherlands
$763M -$58.6M -414,856 -7%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$727M -$196M -1,200,248 -21%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$711M -$53.7M -328,267 -7%
Mackenzie Financial
68
Mackenzie Financial
Ontario, Canada
$706M -$56.9M -347,816 -7%
Stifel Financial
69
Stifel Financial
Missouri
$695M +$5.54M +33,822 +0.8%
Fayez Sarofim & Co
70
Fayez Sarofim & Co
Texas
$677M +$1.22M +7,478 +0.2%
Prudential Financial
71
Prudential Financial
New Jersey
$656M -$173M -1,056,754 -21%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$648M -$52.6M -321,455 -8%
Amundi
73
Amundi
France
$642M +$17.7M +108,027 +3%
Lazard Asset Management
74
Lazard Asset Management
New York
$642M +$19M +116,342 +3%
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$633M -$53M -323,710 -8%
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