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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 %
First Trust Advisors
151
First Trust Advisors
Illinois
$241M +$18M +109,661 +8%
JFL
152
Jarislowsky, Fraser Ltd
Quebec, Canada
$237M -$28.4M -173,422 -11%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$235M +$6.06M +37,025 +3%
Rafferty Asset Management
154
Rafferty Asset Management
New York
$234M -$46M -281,081 -16%
CB
155
Commerce Bank
Missouri
$232M +$3.89M +23,768 +2%
CI Investments Inc
156
CI Investments Inc
Ontario, Canada
$230M +$6.67M +40,774 +3%
AIM
157
Artemis Investment Management
United Kingdom
$228M +$118M +718,500 +106%
RFC
158
Regions Financial Corp
Alabama
$226M -$6.29M -38,434 -3%
RCAMU
159
Rothschild & Co Asset Management US
Connecticut
$224M -$2.59M -15,794 -1%
AC
160
Alleghany Corporation
New York
$216M – – –
DC
161
Davenport & Co
Virginia
$211M +$8.8M +53,740 +4%
SC
162
Sculptor Capital
New York
$209M +$52.3M +319,303 +33%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$208M +$18.2M +111,053 +10%
Treasurer of the State of North Carolina
164
Treasurer of the State of North Carolina
North Carolina
$207M -$1.56M -9,530 -0.7%
GT
165
Glenmede Trust
Pennsylvania
$207M -$3.12M -19,081 -1%
Los Angeles Capital Management
166
Los Angeles Capital Management
California
$202M -$8.38M -51,211 -4%
Calamos Advisors
167
Calamos Advisors
Illinois
$201M +$10.3M +63,011 +5%
AII
168
AGF Investments Inc
Ontario, Canada
$198M -$42.8M -261,362 -18%
EIP
169
Epoch Investment Partners
New York
$197M -$5.32M -32,471 -3%
HA
170
Homestead Advisers
Virginia
$193M -$2.55M -15,600 -1%
AAMU
171
AEGON Asset Management (UK)
United Kingdom
$193M -$8.82M -53,893 -4%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$189M -$130M -796,892 -41%
SC
173
Scotia Capital
Ontario, Canada
$188M +$9.16M +55,987 +5%
CGPCS
174
Capital Group Private Client Services
California
$187M +$187M +1,144,907 New
Natixis Advisors
175
Natixis Advisors
Massachusetts
$185M +$1.73M +10,574 +0.9%
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