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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 %
VFA
726
Valeo Financial Advisors
Indiana
$16.8M +$915K +6,914 +6%
WC
727
Whitney & Co
New York
$16.8M +$74K +452 +0.4%
AWCI
728
Alpine Woods Capital Investors
New York
$16.8M -$283K -1,726 -2%
TCM
729
Twin Capital Management
Pennsylvania
$16.6M -$1.79M -10,934 -10%
KCP
730
KDI Capital Partners
North Carolina
$16.6M -$1.13M -6,916 -6%
SAM
731
Socorro Asset Management
Texas
$16.6M +$2.47M +15,104 +17%
MAM
732
Myriad Asset Management
Hong Kong
$16.6M +$14.5M +88,430 +690%
SBIA
733
Sheaff Brock Investment Advisors
Indiana
$16.5M +$152K +930 +0.9%
MCM
734
Murphy Capital Management
New Jersey
$16.4M -$173K -1,059 -1%
MYAM
735
Meiji Yasuda Asset Management
Japan
$16.4M -$353K -2,158 -2%
GPC
736
Guardian Point Capital
Virginia
$16.4M – – –
ALAM
737
Asahi Life Asset Management
Japan
$16.3M -$2.1M -12,818 -11%
WAM
738
Wallington Asset Management
Indiana
$16.3M +$32.6K +199 +0.2%
FFBTD
739
First Financial Bank - Trust Division
Ohio
$16.3M -$9.99K -61 -0.1%
HFS
740
Hantz Financial Services
Michigan
$16M +$2.33M +14,253 +17%
Credit Agricole
741
Credit Agricole
France
$16M -$5.28M -32,272 -25%
ACA
742
Aptus Capital Advisors
Alabama
$15.8M +$1.9M +11,631 +14%
PIM
743
Penobscot Investment Management
Massachusetts
$15.8M -$36.7K -224 -0.2%
ASN
744
Advisory Services Network
Georgia
$15.8M +$1.79M +10,917 +13%
PFS
745
Prospera Financial Services
Texas
$15.8M +$613K +3,744 +4%
RBA
746
Richard Bernstein Advisors
New York
$15.7M +$888K +5,427 +6%
EH
747
Equitable Holdings
New York
$15.7M +$267K +1,630 +2%
SSG
748
Summit Securities Group
New York
$15.7M -$4.68M -28,605 -23%
PG
749
Pendal Group
Australia
$15.7M +$3.07M +18,748 +24%
WTB
750
Washington Trust Bank
Washington
$15.7M +$391K +2,389 +3%
28 29
30
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