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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 %
WA
1
WestEnd Advisors
North Carolina
$44.3B -$41.7B – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$42.7B -$455M -2,781,637 -1%
BlackRock
3
BlackRock
New York
$31.5B -$807M -4,929,791 -2%
State Street
4
State Street
Massachusetts
$22.8B -$377M -2,304,320 -2%
Capital World Investors
5
Capital World Investors
California
$12.2B +$453M +2,764,341 +4%
Bank of America
6
Bank of America
North Carolina
$8.5B +$183M +1,119,346 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$8.39B -$49.2M -300,781 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.69B +$88.3M +541,152 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$7.39B -$593M -3,621,153 -7%
Capital International Investors
10
Capital International Investors
California
$6.35B -$115M -704,057 -2%
Morgan Stanley
11
Morgan Stanley
New York
$6.25B -$14.2M -86,737 -0.2%
Northern Trust
12
Northern Trust
Illinois
$6.09B -$332M -2,027,852 -5%
Capital Research Global Investors
13
Capital Research Global Investors
California
$5.78B -$1.14B -6,963,653 -16%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$5.49B +$266M +1,622,530 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.05B -$51M -311,668 -1%
Norges Bank
16
Norges Bank
Norway
$4.38B -$272M -1,662,149 -6%
Wells Fargo
17
Wells Fargo
California
$4.37B +$72M +440,078 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.17B +$83.2M +508,495 +2%
Ameriprise
19
Ameriprise
Minnesota
$3.67B +$208M +1,271,324 +6%
Legal & General Group
20
Legal & General Group
United Kingdom
$3.19B +$85.7M +523,388 +3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$3.17B -$12.9M -78,565 -0.4%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$2.93B -$187M -1,142,436 -6%
Charles Schwab
23
Charles Schwab
California
$2.87B +$128M +781,114 +5%
UBS Group
24
UBS Group
Switzerland
$2.66B -$174M -1,062,212 -6%
UBS AM
25
UBS AM
Illinois
$2.58B +$230M +1,403,825 +10%
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