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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 %
PVH
776
Psagot Value Holdings
Israel
$14.9M -$49.8M -304,510 -77%
EWM
777
Edge Wealth Management
New York
$14.9M +$580K +3,544 +4%
RPC
778
Rossmore Private Capital
Connecticut
$14.9M -$88.9K -543 -0.6%
PA
779
Profund Advisors
Maryland
$14.9M -$31M -189,217 -68%
PTC
780
Private Trust Company
Ohio
$14.8M +$274K +1,674 +2%
FCBT
781
First Citizens Bank & Trust
North Carolina
$14.7M -$21.8K -133 -0.1%
CFC
782
Cincinnati Financial Corp
Ohio
$14.7M – – –
SB
783
Simmons Bank
Arkansas
$14.7M +$845K +5,160 +6%
DY
784
Dowling & Yahnke
California
$14.7M -$139K -848 -0.9%
LMIM
785
Lockheed Martin Investment Management
Maryland
$14.7M -$7.27M -44,402 -33%
CWM
786
Calamos Wealth Management
Illinois
$14.6M +$53.9K +329 +0.4%
LIM
787
Leavell Investment Management
Alabama
$14.6M +$294K +1,796 +2%
AC
788
Alexandria Capital
Virginia
$14.5M -$55.8K -341 -0.4%
RWP
789
RWA Wealth Partners
Massachusetts
$14.4M +$301K +1,838 +2%
BFA
790
Bragg Financial Advisors
North Carolina
$14.3M +$157K +957 +1%
CC
791
Cannell & Co
New York
$14.3M -$328K -2,006 -2%
CBB
792
Citizens Business Bank
California
$14.3M -$1.44M -8,810 -9%
HCM
793
Hilton Capital Management
New York
$14.3M +$147K +900 +1%
LNB
794
Ledyard National Bank
$14.2M +$315K +1,925 +2%
BIA
795
Biondo Investment Advisors
Pennsylvania
$14.2M +$92.7K +566 +0.7%
BU
796
BBVA USA
Alabama
$14.2M -$1.22M -7,448 -8%
CC
797
Courier Capital
New York
$14.2M -$73.8K -451 -0.5%
CCM
798
Cohen Capital Management
California
$14.2M -$2.52M -15,365 -15%
FCH
799
Freestone Capital Holdings
Washington
$14.2M -$868K -5,305 -6%
RGI
800
River Global Investors
United Kingdom
$14.1M -$6.23M -38,052 -31%
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