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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 %
FPCG
751
Fort Pitt Capital Group
Pennsylvania
$15.7M +$1.5M +9,140 +11%
AC
752
Addenda Capital
Quebec, Canada
$15.7M +$268K +1,638 +2%
BCM
753
BTC Capital Management
Iowa
$15.6M -$356K -2,174 -2%
KCM
754
Kornitzer Capital Management
Kansas
$15.6M +$233K +1,425 +2%
WCMN
755
Westchester Capital Management (Nebraska)
Nebraska
$15.5M -$10.8K -66 -0.1%
Marshall Wace
756
Marshall Wace
United Kingdom
$15.5M +$3.34M +20,425 +27%
CAMG
757
CWA Asset Management Group
Florida
$15.4M +$1.11M +6,751 +8%
FNFDCM
758
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$15.4M +$61.9K +378 +0.4%
WS
759
Wedbush Securities
California
$15.4M +$147K +898 +1%
WSTAM
760
Wilbanks Smith & Thomas Asset Management
Virginia
$15.3M +$252K +1,539 +2%
TPCW
761
TD Private Client Wealth
New York
$15.3M +$172K +1,052 +1%
CCC
762
Cincinnati Casualty Company
Ohio
$15.2M – – –
CSUI
763
Cincinnati Specialty Underwriters Insurance
Ohio
$15.2M – – –
CIA
764
Choate Investment Advisors
Massachusetts
$15.1M -$240K -1,468 -2%
TC
765
Telemus Capital
Michigan
$15.1M +$23.7K +145 +0.2%
CIA
766
CCM Investment Advisers
South Carolina
$15.1M -$35.7K -218 -0.2%
EAM
767
EULAV Asset Management
Florida
$15.1M -$1.8M -11,000 -11%
TA
768
TruWealth Advisors
Louisiana
$15.1M +$312K +1,905 +2%
CI
769
Cigna Investments
Connecticut
$15M -$452K -2,760 -3%
NEAM
770
New England Asset Management
Connecticut
$15M +$692K +4,230 +5%
GWM
771
Geneos Wealth Management
Colorado
$15M +$680K +4,065 +5%
CIS
772
Connors Investor Services
Pennsylvania
$15M +$203K +1,243 +1%
FAT
773
First American Trust
California
$15M +$572K +3,495 +4%
TTWM
774
TCV Trust & Wealth Management
Virginia
$14.9M +$171K +1,045 +1%
RIM
775
Regent Investment Management
Kentucky
$14.9M -$327K -1,998 -2%
29 30
31
32 33