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JPMorgan Chase
JPM

Overview Fund Activity

3,200 hedge funds and large institutions have $329B invested in JPMorgan Chase in 2021 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 1,336 increasing their positions, 1,369 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,200
Holders Change
+87
Holders Change %
+2.79%
% of All Funds
56.35%
Holding in Top 10
687
Holding in Top 10 Change
+157
Holding in Top 10 Change %
+29.62%
% of All Funds
12.1%
New
214
Increased
1,336
Reduced
1,369
Closed
93
Calls
$4.84B
Puts
$6.92B
Net Calls
-$2.09B
Net Calls Change
-$488M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$40B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.19B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$6.91B
4
State Street
4
State Street
Massachusetts
$21.6B
5
BlackRock
5
BlackRock
New York
$30.2B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$183M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.39B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$133M
4
DCP
4
D1 Capital Partners
New York
$0
5
Franklin Resources
5
Franklin Resources
California
$3.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
MSE
226
MUFG Securities EMEA
United Kingdom
$108M -$236M -1,547,012 -69%
WF
227
Welch & Forbes
Massachusetts
$107M +$777K +5,106 +0.7%
SCM
228
Smead Capital Management
Arizona
$107M +$8.91M +58,504 +9%
SEI Investments
229
SEI Investments
Pennsylvania
$106M -$9M -61,762 -8%
CWP
230
Capital Wealth Planning
Florida
$106M -$5.52M -36,271 -5%
NAM
231
Nissay Asset Management
Japan
$104M +$8.77M +57,622 +9%
SBH
232
Segall Bryant & Hamill
Illinois
$104M -$10.8M -70,662 -9%
FI
233
Focused Investors
California
$104M -$29.5M -193,500 -22%
BCWM
234
Bartlett & Co Wealth Management
Ohio
$102M +$850K +5,582 +0.8%
BC
235
Bartlett & Co
Ohio
$102M +$850K +5,582 +0.8%
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$102M -$11M -72,526 -10%
OAM
237
Oppenheimer Asset Management
New York
$102M -$407K -2,676 -0.4%
JHP
238
James Hambro & Partners
United Kingdom
$102M +$22.8M +149,888 +29%
TAF
239
Tredje AP-fonden
Sweden
$100M +$3.12M +20,500 +3%
CLOS
240
Compagnie Lombard Odier SCmA
Switzerland
$100M +$5.79M +38,016 +6%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$99.5M +$5.59M +36,753 +6%
SIG
242
Senator Investment Group
New York
$99M +$99M +650,000 New
Axa
243
Axa
France
$97.5M +$13.6M +89,351 +16%
ERSOT
244
Employees Retirement System of Texas
Texas
$96.8M +$96.8M +635,969 New
TF
245
TIAA FSB
Florida
$96.4M -$381K -2,502 -0.4%
TG
246
TCW Group
California
$96.2M -$16.5M -108,187 -15%
MA
247
MUFG Americas
New York
$94.1M +$992K +6,519 +1%
MNG
248
Manning & Napier Group
New York
$93.9M +$1.44M +9,439 +2%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$93.2M -$10.6M -69,889 -10%
FRAF
250
Första AP-fonden
Sweden
$92.3M +$14.6M +96,100 +19%
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