JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

3,566 hedge funds and large institutions have $328B invested in JPMorgan Chase in 2021 Q4 according to their latest regulatory filings, with 486 funds opening new positions, 1,585 increasing their positions, 1,163 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,566
Holders Change
+347
Holders Change %
+10.78%
% of All Funds
55.07%
Holding in Top 10
509
Holding in Top 10 Change
-142
Holding in Top 10 Change %
-21.81%
% of All Funds
7.86%
New
486
Increased
1,585
Reduced
1,163
Closed
88
Calls
$5.34B
Puts
$9.57B
Net Calls
-$4.23B
Net Calls Change
-$683M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.82B
2
GQG Partners
GQG Partners
Florida
$807M
3
Renaissance Technologies
Renaissance Technologies
New York
$529M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$744M
5
State Street
State Street
Massachusetts
$22.4B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$10.5B
2
Lazard Asset Management
Lazard Asset Management
New York
$96.1M
3
UBS AM
UBS AM
Illinois
$2.03B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$7.67B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGF
226
LGT Group Foundation
Liechtenstein
$113M +$113M +716,107 New
WF
227
Welch & Forbes
Massachusetts
$113M +$989K +6,247 +0.9%
FWIA
228
Fort Washington Investment Advisors
Ohio
$111M -$13.6M -85,576 -11%
SBH
229
Segall Bryant & Hamill
Illinois
$109M -$2.73M -17,247 -2%
DnB Asset Management
230
DnB Asset Management
Norway
$109M -$58.8M -371,328 -35%
Mirae Asset Global Investments
231
Mirae Asset Global Investments
South Korea
$108M +$16.9M +106,547 +18%
MIH
232
Meitav Investment House
Israel
$108M -$3.92M -24,760 -4%
BC
233
Bartlett & Co
Ohio
$108M +$457K +2,888 +0.4%
BCWM
234
Bartlett & Co Wealth Management
Ohio
$108M +$457K +2,888 +0.4%
CIM
235
CCLA Investment Management
United Kingdom
$107M -$6.6M -41,672 -6%
FRAF
236
Första AP-fonden
Sweden
$106M +$3.74M +23,600 +4%
MA
237
MUFG Americas
New York
$106M +$1.54M +9,731 +1%
Axa
238
Axa
France
$106M -$6.66M -42,035 -6%
OAM
239
Oppenheimer Asset Management
New York
$105M -$976K -6,165 -0.9%
CIBC Asset Management
240
CIBC Asset Management
Ontario, Canada
$105M -$1.78M -11,230 -2%
MIM
241
MetLife Investment Management
New Jersey
$103M -$3.48M -21,965 -3%
Comerica Bank
242
Comerica Bank
Texas
$101M -$2.12M -14,484 -2%
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101M +$5.28M +33,351 +6%
WJWM
244
Williams Jones Wealth Management
New York
$97.2M +$3.34M +21,102 +4%
CCMG
245
Clark Capital Management Group
Pennsylvania
$96.7M -$1.99M -12,594 -2%
WT
246
Whittier Trust
California
$96.4M +$1.34M +8,469 +1%
Lazard Asset Management
247
Lazard Asset Management
New York
$96.1M -$525M -3,316,110 -85%
Handelsbanken Fonder
248
Handelsbanken Fonder
Sweden
$96M -$8.74M -55,178 -8%
TG
249
TCW Group
California
$94.3M +$2.67M +16,884 +3%
Cambridge Investment Research Advisors
250
Cambridge Investment Research Advisors
Iowa
$94.2M +$4.69M +29,618 +5%
8 9
10
11 12