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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
1
DZ Bank
Germany
$1.61B
2
Capital World Investors
2
Capital World Investors
California
$12.2B
3
AS
3
Altshuler Shaham
Israel
$329M
4
Barclays
4
Barclays
United Kingdom
$1.63B
5
Franklin Resources
5
Franklin Resources
California
$2.54B

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$44.3B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$5.78B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.94B
4
BlackRock
4
BlackRock
New York
$31.5B
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$619M -$7.2M -43,972 -1%
BG
77
Bahl & Gaynor
Ohio
$615M -$2.03M -12,395 -0.3%
National Pension Service
78
National Pension Service
South Korea
$613M -$1.26M -7,678 -0.2%
Fidelity International
79
Fidelity International
Bermuda
$604M -$46.7M -285,403 -7%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$585M +$14.3M +87,505 +3%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$582M -$26.1M -159,598 -4%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$581M +$29M +177,218 +5%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$578M -$36.4M -222,130 -6%
Aberdeen Group
84
Aberdeen Group
United Kingdom
$505M -$44.3M -270,448 -8%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$490M +$9.54M +58,300 +2%
KBC Group
86
KBC Group
Belgium
$478M -$482M -2,944,532 -50%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$470M +$14.9M +91,092 +3%
Barrow, Hanley, Mewhinney & Strauss
88
Barrow, Hanley, Mewhinney & Strauss
Texas
$465M -$64.1M -391,627 -12%
Truist Financial
89
Truist Financial
North Carolina
$463M -$9.59M -58,567 -2%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$463M -$39.5M -241,548 -8%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$452M -$240M -1,467,404 -35%
DekaBank Deutsche Girozentrale
92
DekaBank Deutsche Girozentrale
Germany
$450M +$73.9M +441,757 +20%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$450M -$11.7M -71,677 -3%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$445M +$7.71M +47,108 +2%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$445M -$36.4M -222,603 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
96
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$435M -$158M -962,449 -27%
AQR Capital Management
97
AQR Capital Management
Connecticut
$427M -$1M -6,117 -0.2%
FMI
98
Fiduciary Management Inc
Wisconsin
$425M -$1.84M -11,250 -0.4%
Robeco Institutional Asset Management
99
Robeco Institutional Asset Management
Netherlands
$414M -$108M -662,211 -21%
GRQ
100
Gardner Russo & Quinn
Pennsylvania
$412M -$44.6M -272,731 -10%
2 3
4
5 6