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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 %
CA
251
Capitolis Advisors
New York
$92.8M -$17.5M -110,223 -16%
WGAM
252
Wilkinson Global Asset Management
New York
$91.6M +$757K +4,779 +0.8%
PGFC
253
Peapack-Gladstone Financial Corp
New Jersey
$91.3M +$381K +2,409 +0.4%
Creative Planning
254
Creative Planning
Kansas
$91.3M +$84.4K +533 +0.1%
EDRH
255
Edmond de Rothschild Holding
Switzerland
$91.2M +$20.2M +127,743 +28%
ERSOT
256
Employees Retirement System of Texas
Texas
$91.1M -$7.92M -50,000 -8%
TF
257
TIAA FSB
Florida
$90.9M -$7.71M -48,885 -8%
TRSOTSOK
258
Teachers Retirement System of the State of Kentucky
Kentucky
$90.9M -$5.05M -31,891 -5%
OPERF
259
Oregon Public Employees Retirement Fund
Oregon
$90.4M -$12M -75,472 -12%
HIIFS
260
Harel Insurance Investments & Financial Services
Israel
$90.3M -$34.9M -220,617 -28%
WI
261
Wafra Inc
New York
$89.5M +$8.06M +50,881 +10%
EWM
262
Evercore Wealth Management
New York
$85.8M +$1.49M +9,388 +2%
HPC
263
HM Payson & Co
Maine
$85M -$720K -4,548 -0.8%
URS
264
Utah Retirement Systems
Utah
$84.5M -$602K -3,800 -0.7%
BMO
265
Beck Mack & Oliver
New York
$84.5M -$1.35M -8,535 -2%
MML Investors Services
266
MML Investors Services
Massachusetts
$84.5M +$7.18M +45,336 +9%
FMI
267
Factory Mutual Insurance
Massachusetts
$83.8M -$32.4M -229,292 -28%
BCIM
268
British Columbia Investment Management
British Columbia, Canada
$83.2M -$5.45M -34,447 -6%
Dodge & Cox
269
Dodge & Cox
California
$83.1M -$4.69M -29,605 -5%
CIC
270
Crawford Investment Counsel
Georgia
$83M -$558K -3,527 -0.7%
MNG
271
Manning & Napier Group
New York
$82.1M -$2.62M -16,558 -3%
AGDR
272
AdamCapital Gestao de Recursos
Brazil
$81.9M -$61.3M -387,118 -43%
UB
273
UMB Bank
Missouri
$81M +$11.4M +72,004 +16%
YCM
274
Yousif Capital Management
Michigan
$79.2M +$79.2M +500,119 New
Kovitz Investment Group Partners
275
Kovitz Investment Group Partners
Illinois
$79.1M +$1.26M +9,641 +2%
9 10
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