JPMorgan Chase
JPM
3,214 hedge funds and large institutions have $330B invested in JPMorgan Chase in 2021 Q1 according to their latest regulatory filings, with 215 funds opening new positions, 1,345 increasing their positions, 1,372 reducing their positions, and 93 closing their positions.
131% more first-time investments, than exits
New positions opened: 215 | Existing positions closed: 93
30% more funds holding in top 10
Funds holding in top 10: 533 → 692 (+159)
18% more capital invested
Capital invested by funds: $280B → $330B (+$50.3B)
3% more funds holding
Funds holding: 3,126 → 3,214 (+88)
0.37% less ownership
Funds ownership: 71.67% → 71.31% (-0.37%)
2% less repeat investments, than reductions
Existing positions increased: 1,345 | Existing positions reduced: 1,372
30% less call options, than puts
Call options by funds: $4.84B | Put options by funds: $6.92B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.83B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.26B |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.11B |
| 4 |
State Street
Boston,
Massachusetts
|
+$942M |
| 5 |
BlackRock
New York
|
+$832M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$1.58B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.15B |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$1.09B |
| 4 |
DCP
D1 Capital Partners
New York
|
-$1.01B |
| 5 |
Franklin Resources
San Mateo,
California
|
-$933M |
JPM Hedge Fund Activity: Q1 2021 in Review
3,214 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2021, worth a combined $330B — up 18% from $280B a quarter earlier.
Buyers outnumbered sellers: 215 funds opened new JPM positions and 93 closed out — a net gain of 122 holders — while 1,345 added to existing stakes and 1,372 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.83B. The largest seller was Dodge & Cox, cutting an estimated $1.58B.
- 3,214 institutional investors held JPMorgan Chase (JPM) as of Q1 2021, up from 3,126 in Q4 2020.
- Funds reported $330B of JPMorgan Chase stock for Q1 2021, up 18% quarter-over-quarter.
- 215 funds opened new JPMorgan Chase positions in Q1 2021 and 93 closed out, a net change of +122 holders.
- The largest JPMorgan Chase buyer in Q1 2021 was Vanguard Group, an estimated $2.83B added.
- The largest JPMorgan Chase seller in Q1 2021 was Dodge & Cox, an estimated $1.58B sold.
Based on aggregated 13F filings for Q1 2021.