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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
+$676M
2
Capital World Investors
Capital World Investors
California
+$453M
3
AS
Altshuler Shaham
Israel
+$329M
4
Barclays
Barclays
United Kingdom
+$305M
5
Franklin Resources
Franklin Resources
California
+$299M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$41.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.14B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$992M
4
BlackRock
BlackRock
New York
-$807M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$637M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
2001
Ahrens Investment Partners
Louisiana
$2.03M +$101K +617 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
2002
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.03M -$36.2K -221 -2%
TFA
2003
Teamwork Financial Advisors
Texas
$2.03M +$443K +2,705 +28%
CRCM
2004
Crystal Rock Capital Management
Illinois
$2.03M -$467K -2,850 -19%
PIA
2005
Perennial Investment Advisors
California
$2.02M +$5.56K +34 +0.3%
LOIM
2006
Liberty One Investment Management
Illinois
$2.01M -$41.6K -254 -2%
CBT
2007
CoreFirst Bank & Trust
Kansas
$2.01M -$221K -1,353 -10%
PCM
2008
Pointe Capital Management
Michigan
$2.01M – – –
PIM
2009
Perpetual Investment Management
Australia
$2.01M – – –
KMWM
2010
Keudell/Morrison Wealth Management
Oregon
$2.01M +$44.2K +270 +2%
WCM
2011
Windsor Capital Management
Arizona
$2M -$26.7K -163 -1%
PPP
2012
Private Portfolio Partners
New Jersey
$2M +$6.22K +38 +0.3%
CPIA
2013
Cornell Pochily Investment Advisors
New York
$2M +$9.99K +61 +0.5%
DFA
2014
Delta Financial Advisors
Louisiana
$2M -$818 -5 -0%
CASB
2015
Cape Ann Savings Bank
Massachusetts
$1.99M -$2.46K -15 -0.1%
FDS
2016
First Dallas Securities
Texas
$1.99M +$115K +700 +6%
BCAM
2017
Boston Common Asset Management
Massachusetts
$1.98M -$10.6K -65 -0.5%
NHC
2018
Nicholas Hoffman & Company
Georgia
$1.98M +$36.2K +221 +2%
SCG
2019
Sonata Capital Group
Washington
$1.98M -$81.8K -500 -4%
HPWM
2020
Highland Private Wealth Management
Washington
$1.98M +$116K +710 +6%
SXL
2021
Summit X LLC
Missouri
$1.97M +$5.4K +33 +0.3%
BST
2022
Bath Savings Trust
Maine
$1.97M -$32.7K -200 -2%
ACM
2023
Ategra Capital Management
Virginia
$1.96M -$15.6K -95 -0.8%
WI
2024
WrapManager Inc
California
$1.96M -$4.75K -29 -0.2%
TAM
2025
Trillium Asset Management
Massachusetts
$1.96M +$17.2K +105 +0.9%
79 80
81
82 83