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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 %
EAM
176
Eagle Asset Management
Florida
$184M +$1.43M +8,747 +0.8%
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$181M +$36.4M +222,438 +25%
GIA
178
Gateway Investment Advisers
Ohio
$180M -$2.12M -12,975 -1%
JWBC
179
John W. Bristol & Co
New York
$179M -$2.53M -15,435 -1%
BMSSC
180
B. Metzler seel. Sohn & Co
Germany
$177M +$10.5M +63,745 +6%
Osaic Holdings
181
Osaic Holdings
Arizona
$173M +$4.39M +26,763 +3%
BTW
182
Boston Trust Walden
Massachusetts
$173M +$460K +2,813 +0.3%
DnB Asset Management
183
DnB Asset Management
Norway
$173M +$894K +5,460 +0.5%
AA
184
ALPS Advisors
Colorado
$169M +$107K +655 +0.1%
GQG Partners
185
GQG Partners
Florida
$166M +$165M +1,005,667 +14,979%
Skandinaviska Enskilda Banken (SEB)
186
Skandinaviska Enskilda Banken (SEB)
Sweden
$164M -$22.5M -136,918 -12%
NIPH
187
NN Investment Partners Holdings
Netherlands
$161M +$15.1M +92,113 +10%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$158M +$17.1M +104,236 +12%
Mariner
189
Mariner
Kansas
$158M +$14.9M +90,934 +10%
Federated Hermes
190
Federated Hermes
Pennsylvania
$152M -$8.26M -50,469 -5%
DLA
191
Douglas Lane & Associates
New York
$151M -$421K -2,573 -0.3%
BFS
192
Bradley Foster & Sargent
Connecticut
$149M -$224K -1,367 -0.1%
AGDR
193
AdamCapital Gestao de Recursos
Brazil
$148M +$148M +904,516 New
ProShare Advisors
194
ProShare Advisors
Maryland
$147M +$786K +4,802 +0.5%
PCA
195
Personal Capital Advisors
California
$147M +$5.08M +31,027 +4%
Nomura Asset Management
196
Nomura Asset Management
Japan
$147M -$41.5M -253,453 -22%
MSE
197
MUFG Securities EMEA
United Kingdom
$147M -$6.89M -42,063 -4%
MIFH
198
Migdal Insurance & Financial Holdings
Israel
$146M +$38.4M +234,540 +36%
AACR
199
ACR Alpine Capital Research
Missouri
$144M -$3.2M -19,528 -2%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$144M -$347M -2,119,887 -71%
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