JPMorgan Chase
JPM
3,233 hedge funds and large institutions have $386B invested in JPMorgan Chase in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 1,510 increasing their positions, 1,228 reducing their positions, and 90 closing their positions.
44% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 90
23% more repeat investments, than reductions
Existing positions increased: 1,510 | Existing positions reduced: 1,228
9% more funds holding in top 10
Funds holding in top 10: 601 → 655 (+54)
4% more capital invested
Capital invested by funds: $371B → $386B (+$15.1B)
0% less funds holding
Funds holding: 3,238 → 3,233 (-5)
0.17% less ownership
Funds ownership: 70.12% → 69.95% (-0.17%)
36% less call options, than puts
Call options by funds: $6.36B | Put options by funds: $9.91B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$647M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$433M |
| 3 |
Barclays
London,
United Kingdom
|
+$292M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$287M |
| 5 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$279M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.09B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$950M |
| 3 |
BlackRock
New York
|
-$773M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
-$610M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$568M |
JPM Hedge Fund Activity: Q3 2021 in Review
3,233 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2021, worth a combined $386B — up 4.1% from $371B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new JPM positions and 90 closed out — a net gain of 40 holders — while 1,510 added to existing stakes and 1,228 trimmed.
The largest buyer was DZ Bank, adding an estimated $647M. The largest seller was Capital Research Global Investors, cutting an estimated $1.09B.
- 3,233 institutional investors held JPMorgan Chase (JPM) as of Q3 2021, down from 3,238 in Q2 2021.
- Funds reported $386B of JPMorgan Chase stock for Q3 2021, up 4.1% quarter-over-quarter.
- 130 funds opened new JPMorgan Chase positions in Q3 2021 and 90 closed out, a net change of +40 holders.
- The largest JPMorgan Chase buyer in Q3 2021 was DZ Bank, an estimated $647M added.
- The largest JPMorgan Chase seller in Q3 2021 was Capital Research Global Investors, an estimated $1.09B sold.
Based on aggregated 13F filings for Q3 2021.