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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 %
TRSOTSOK
251
Teachers Retirement System of the State of Kentucky
Kentucky
$92.2M -$12.4M -81,168 -12%
Creative Planning
252
Creative Planning
Kansas
$92.1M +$1.68M +11,019 +2%
WT
253
Whittier Trust
California
$91M +$2.72M +17,879 +3%
SG Americas Securities
254
SG Americas Securities
New York
$89.9M +$43M +282,295 +92%
WJWM
255
Williams Jones Wealth Management
New York
$89M +$968K +6,359 +1%
URS
256
Utah Retirement Systems
Utah
$88.6M -$3.9M -25,600 -4%
WBC
257
Westpac Banking Corp
Australia
$87.6M -$29.2M -191,646 -25%
QP
258
Quilter Plc
United Kingdom
$87.4M +$5.77M +37,926 +7%
WGAM
259
Wilkinson Global Asset Management
New York
$87.1M +$87.1M +572,071 New
AIA
260
Avalon Investment & Advisory
Texas
$87M -$7.34M -48,186 -8%
PI
261
PGGM Investments
Netherlands
$86.3M +$15.6M +102,684 +22%
MSL
262
Mackay Shields LLC
New York
$86.1M -$3.21M -21,089 -4%
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.4M +$1.49M +9,806 +2%
RG
264
Rathbones Group
United Kingdom
$85.4M +$18.5M +121,216 +28%
Kovitz Investment Group Partners
265
Kovitz Investment Group Partners
Illinois
$83.7M -$7.93M -52,089 -9%
TP
266
Thunderbird Partners
United Kingdom
$83.1M -$22.3M -146,397 -21%
SW
267
SVB Wealth
Massachusetts
$82.1M +$485K +3,189 +0.6%
Man Group
268
Man Group
United Kingdom
$82M +$60.8M +399,620 +288%
Cambridge Investment Research Advisors
269
Cambridge Investment Research Advisors
Iowa
$81.6M -$3.33M -21,893 -4%
D.E. Shaw & Co
270
D.E. Shaw & Co
New York
$81.4M -$57.6M -378,317 -41%
HPC
271
HM Payson & Co
Maine
$81.3M -$4.3M -28,260 -5%
SOADOR
272
State of Alaska Department of Revenue
Alaska
$80.7M -$3.13M -20,565 -4%
BMO
273
Beck Mack & Oliver
New York
$79.8M -$5.1M -33,517 -6%
PNC
274
Park National Corp
Ohio
$78.4M -$2.51M -16,472 -3%
CIC
275
Crawford Investment Counsel
Georgia
$77.9M +$3.3M +21,703 +4%
9 10
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