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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 %
PNC
276
Park National Corp
Ohio
$79M -$2.22M -14,051 -3%
Connor, Clark & Lunn Investment Management (CC&L)
277
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$78.8M +$8.42M +53,199 +12%
RCM
278
RNC Capital Management
California
$78.3M +$32.9K +208 +0%
GF
279
Gabelli Funds
New York
$78.2M -$396K -2,500 -0.5%
BCM
280
Basswood Capital Management
New York
$77.8M – – –
SW
281
SVB Wealth
Massachusetts
$77.6M -$792K -5,001 -1%
GIBU
282
Gulf International Bank (UK)
United Kingdom
$76.9M -$17.1M -108,077 -18%
FI
283
Focused Investors
California
$76M -$25.8M -162,700 -25%
CFB
284
Cullen/Frost Bankers
Texas
$75.7M -$1.98M -12,481 -3%
EOJOAM
285
E. Ohman J:or Asset Management
Sweden
$75.2M +$5.46M +34,500 +8%
TAF
286
Tredje AP-fonden
Sweden
$74.7M -$5.84M -36,894 -7%
SIG
287
Stonegate Investment Group
Alabama
$74.6M +$74.6M +470,916 New
FWCM
288
Ferguson Wellman Capital Management
Oregon
$74.4M +$1.85M +11,678 +3%
EWA
289
EP Wealth Advisors
California
$73.8M +$1.65M +10,400 +2%
SOADOR
290
State of Alaska Department of Revenue
Alaska
$73M -$5.55M -35,050 -7%
SCA
291
STALEY CAPITAL ADVISERS
Pennsylvania
$72.9M -$1.03M -6,485 -1%
CIP
292
Cornerstone Investment Partners
Georgia
$71.2M -$3.89M -24,543 -5%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$70.2M +$4.74M +29,952 +7%
MSL
294
Mackay Shields LLC
New York
$69.9M -$2.37M -14,984 -3%
PCM
295
Polaris Capital Management
Massachusetts
$69.5M -$3.14M -19,800 -4%
FCI
296
Financial Counselors Inc
Kansas
$68.8M -$4.68M -29,565 -6%
BAM
297
Berkshire Asset Management
Pennsylvania
$68.4M -$840K -5,304 -1%
BAM
298
Barrett Asset Management
New York
$67.7M +$6.05M +38,226 +10%
CM
299
Corvex Management
New York
$67.5M +$538K +3,400 +0.8%
NA
300
NewEdge Advisors
Louisiana
$67.3M +$12.2M +77,080 +22%
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