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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 %
Macquarie Group
101
Macquarie Group
Australia
$406M -$7.15M -43,704 -2%
WT
102
Wellcome Trust
United Kingdom
$404M – – –
Luther King Capital Management (LKCM)
103
Luther King Capital Management (LKCM)
Texas
$399M +$112K +682 +0%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$398M +$4.6M +28,123 +1%
Brown Advisory
105
Brown Advisory
Maryland
$391M +$2.84M +17,372 +0.7%
Canada Life
106
Canada Life
Manitoba, Canada
$385M -$32.5M -196,845 -8%
KeyBank National Association
107
KeyBank National Association
Ohio
$374M +$213K +1,302 +0.1%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$368M +$15.8M +96,533 +4%
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$365M +$25M +152,095 +7%
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$364M -$105M -743,423 -22%
Jennison Associates
111
Jennison Associates
New York
$364M -$14.1M -86,106 -4%
1832 Asset Management
112
1832 Asset Management
Ontario, Canada
$355M +$43.4M +260,696 +14%
Mawer Investment Management
113
Mawer Investment Management
Alberta, Canada
$353M -$18.6M -113,682 -5%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$348M -$23.7M -144,665 -6%
Bank Julius Baer & Co
115
Bank Julius Baer & Co
Switzerland
$343M +$5.67M +34,611 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
116
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$340M -$48.6M -297,080 -13%
CI
117
Cincinnati Insurance
Ohio
$329M – – –
AS
118
Altshuler Shaham
Israel
$329M +$329M +1,782,337 +4,144,970%
LPL Financial
119
LPL Financial
California
$324M +$20.9M +127,947 +7%
Lord, Abbett & Co
120
Lord, Abbett & Co
New Jersey
$324M -$18M -110,100 -5%
Public Sector Pension Investment Board (PSP Investments)
121
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$319M +$59.8M +365,450 +23%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$317M -$20.8M -126,767 -6%
TIM
123
Thornburg Investment Management
New Mexico
$312M -$130M -791,436 -29%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$308M -$21.9M -133,719 -7%
Victory Capital Management
125
Victory Capital Management
Texas
$307M -$70.7M -431,827 -19%
3 4
5
6 7