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

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$44.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.78B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.94B
4
BlackRock
BlackRock
New York
$31.5B
5
Aristotle Capital Management
Aristotle Capital Management
California
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMS
126
Pictet Asset Management (Switzerland)
Switzerland
$307M +$307M +1,872,907 New
HNB
127
Huntington National Bank
Ohio
$307M +$1.11M +6,763 +0.4%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$302M -$6.08M -37,144 -2%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$298M -$5.98M -36,549 -2%
M&T Bank
130
M&T Bank
New York
$292M -$6.42M -39,238 -2%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$292M -$4.47M -27,329 -2%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$291M -$8.63M -52,737 -3%
MMA
133
Mizuho Markets Americas
New York
$286M +$1.67M +10,190 +0.6%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$286M -$17.8M -108,869 -6%
CCM
135
Cullen Capital Management
New York
$285M +$2.81M +17,137 +1%
HighTower Advisors
136
HighTower Advisors
Illinois
$282M +$11.6M +71,048 +4%
Pzena Investment Management
137
Pzena Investment Management
New York
$281M +$5.31M +32,425 +2%
PAM
138
Panagora Asset Management
Massachusetts
$275M -$1.12M -6,837 -0.4%
BWA
139
Brave Warrior Advisors
New York
$274M -$28.7M -175,212 -9%
William Blair & Company
140
William Blair & Company
Illinois
$271M +$6.07M +37,097 +2%
Aviva
141
Aviva
United Kingdom
$270M +$48.7M +297,390 +22%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$270M +$13.7M +83,466 +5%
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$257M -$21.8M -133,421 -8%
HTC
144
Haverford Trust Company
Pennsylvania
$250M -$13.5M -82,632 -5%
SO
145
STRS Ohio
Ohio
$250M -$17M -103,787 -6%
CWM
146
CIBC World Markets
New York
$249M +$3.86M +23,610 +2%
Asset Management One
147
Asset Management One
Japan
$249M -$11.4M -69,879 -4%
Millennium Management
148
Millennium Management
New York
$246M +$172M +1,052,124 +233%
SP
149
Sarasin & Partners
United Kingdom
$244M -$7.27M -44,399 -3%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$242M +$4.23M +25,818 +2%
4 5
6
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