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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 %
GF
276
Gabelli Funds
New York
$77.8M -$3.78M -24,800 -5%
TPSF
277
Texas Permanent School Fund
Texas
$77.6M -$4.25M -27,896 -5%
EWM
278
Evercore Wealth Management
New York
$76.6M +$3.33M +21,863 +5%
PGFC
279
Peapack-Gladstone Financial Corp
New Jersey
$76.6M +$4.03M +26,472 +6%
BCIM
280
British Columbia Investment Management
British Columbia, Canada
$76.2M -$2.33M -15,276 -3%
VRS
281
Virginia Retirement Systems
Virginia
$76M -$183K -1,200 -0.2%
CIP
282
Cornerstone Investment Partners
Georgia
$75.2M -$1.12M -7,390 -1%
BCM
283
Basswood Capital Management
New York
$74.7M -$3.27M -21,504 -4%
Mirae Asset Global Investments
284
Mirae Asset Global Investments
South Korea
$74.5M -$44.4M -291,754 -37%
RCM
285
RNC Capital Management
California
$74.1M -$13.1M -85,840 -15%
PCM
286
Polaris Capital Management
Massachusetts
$74.1M -$3.13M -19,400 -4%
CFB
287
Cullen/Frost Bankers
Texas
$73.4M +$288K +1,894 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
288
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$73.3M -$10.2M -67,254 -12%
GI
289
GAMCO Investors
Connecticut
$72.7M -$2.62M -17,226 -3%
SCA
290
STALEY CAPITAL ADVISERS
Pennsylvania
$71.7M -$653K -4,289 -0.9%
BGC
291
Beutel, Goodman & Co
Ontario, Canada
$71.4M -$28M -183,729 -28%
PGEBT
292
Pactiv General Employee Benefit Trust
Illinois
$70.6M – – –
FCI
293
Financial Counselors Inc
Kansas
$69.7M -$6.06M -39,782 -8%
PWLP
294
Prio Wealth Limited Partnership
Massachusetts
$69.4M -$1.56M -10,246 -2%
CB
295
Cooke & Bieler
Pennsylvania
$69.3M -$44M -288,975 -39%
MVP
296
Miller Value Partners
Florida
$68.2M -$58.5K -384 -0.1%
FWCM
297
Ferguson Wellman Capital Management
Oregon
$67.7M -$52.5M -344,726 -44%
WI
298
Wafra Inc
New York
$66.9M – – –
BHC
299
Bowen Hanes & Co
Florida
$66.9M -$14.3K -94 -0%
UB
300
UMB Bank
Missouri
$66.4M +$44.8K +294 +0.1%
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