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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 %
JWBC
826
J.W. Burns & Co
New York
$13.3M +$353K +2,159 +3%
BFIM
827
Beese Fulmer Investment Management
Ohio
$13.3M +$130K +793 +1%
WAM
828
Winslow Asset Management
Ohio
$13.2M -$114K -694 -0.9%
DLCIG
829
D.L. Carlson Investment Group
New Hampshire
$13.1M +$81K +495 +0.6%
TIM
830
Thompson Investment Management
Wisconsin
$13.1M -$154K -938 -1%
CGM
831
Capital Growth Management
Massachusetts
$13.1M -$15.6M -95,000 -54%
GAI
832
General American Investors
New York
$13.1M – – –
BC
833
Brookfield Corp
Ontario, Canada
$13.1M +$13.1M +79,858 New
EARNEST Partners
834
EARNEST Partners
Georgia
$13M -$864K -5,279 -6%
APA
835
American Portfolios Advisors
New York
$13M -$772K -4,717 -6%
LNC
836
Lincoln National Corp
Pennsylvania
$13M +$260K +1,587 +2%
SIM
837
Sonora Investment Management
Arizona
$12.9M +$482K +2,942 +4%
1SB
838
1ST Source Bank
Indiana
$12.9M -$195K -1,191 -1%
MIC
839
Means Investment Company
Maine
$12.9M +$66.6K +407 +0.5%
NWM
840
Nicola Wealth Management
British Columbia, Canada
$12.9M -$982K -6,000 -7%
PAG
841
Private Advisory Group
Washington
$12.8M +$66.1K +404 +0.5%
AC
842
Allstate Corporation
Illinois
$12.8M -$893K -5,454 -7%
GAB
843
German American Bancorp
Indiana
$12.7M +$383K +2,340 +3%
KRSITF
844
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12.7M -$199K -1,213 -2%
VCA
845
Verdence Capital Advisors
Maryland
$12.7M -$143K -874 -1%
SAM
846
Security Asset Management
New York
$12.7M -$520K -3,179 -4%
SFI
847
Siemens Fonds Invest
Germany
$12.6M +$527K +3,219 +4%
CPIG
848
Chicago Partners Investment Group
Illinois
$12.6M +$50.1K +299 +0.4%
YL
849
YCG LLC
Texas
$12.6M -$119K -726 -0.9%
GP
850
Girard Partners
Pennsylvania
$12.6M +$458K +2,795 +4%
32 33
34
35 36