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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
Vanguard Group
Pennsylvania
$40B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.19B
3
Capital Research Global Investors
Capital Research Global Investors
California
$6.91B
4
State Street
State Street
Massachusetts
$21.6B
5
BlackRock
BlackRock
New York
$30.2B

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$183M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.39B
3
Viking Global Investors
Viking Global Investors
Connecticut
$133M
4
DCP
D1 Capital Partners
New York
$0
5
Franklin Resources
Franklin Resources
California
$3.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
301
Becker Capital Management
Oregon
$65.3M -$2.05M -13,499 -3%
MML Investors Services
302
MML Investors Services
Massachusetts
$65.3M +$2.89M +18,968 +5%
CG
303
Colony Group
Massachusetts
$65.1M +$18.3M +120,115 +39%
EWA
304
EP Wealth Advisors
California
$65M +$5.09M +33,459 +9%
Ninety One (UK)
305
Ninety One (UK)
United Kingdom
$64.7M -$54.3M -356,856 -46%
AAM
306
Advisors Asset Management
Colorado
$64.5M -$1.45M -9,518 -2%
CM
307
Corvex Management
New York
$64.2M +$8.37M +55,000 +15%
NP
308
NS Partners
United Kingdom
$64.1M -$827K -5,435 -1%
PVH
309
Psagot Value Holdings
Israel
$63.8M -$12.2M -80,277 -16%
SCP
310
Seizert Capital Partners
Michigan
$63.7M -$1.98M -12,990 -3%
FAM
311
Fred Alger Management
New York
$63.5M +$13M +85,342 +26%
PSUF
312
People's United Financial
Connecticut
$63.3M -$494K -3,247 -0.8%
MOACM
313
Mutual of America Capital Management
New York
$63.3M +$1.72M +11,317 +3%
CA
314
Capitolis Advisors
New York
$63.1M -$35M -229,724 -36%
ACH
315
ArrowMark Colorado Holdings
Colorado
$62.8M -$7.28M -47,800 -10%
BA
316
Bridgewater Associates
Connecticut
$62.3M -$493K -3,241 -0.8%
WT
317
Washington Trust
Rhode Island
$62.1M -$458K -3,007 -0.7%
BF
318
BOK Financial
Oklahoma
$62.1M +$1.91M +12,520 +3%
BAM
319
Berkshire Asset Management
Pennsylvania
$61.8M -$4.38M -28,800 -7%
PA
320
Pinnacle Associates
New York
$61.5M -$1.89M -12,434 -3%
NC
321
Nicholas Company
Wisconsin
$61.4M -$10.1M -66,585 -14%
EOJOAM
322
E. Ohman J:or Asset Management
Sweden
$61.1M +$1.04M +6,850 +2%
GPA
323
Guidance Point Advisors
Massachusetts
$61M +$6.24K +41 +0%
PR
324
Payden & Rygel
California
$60.8M +$641K +4,210 +1%
SMDAM
325
Sumitomo Mitsui DS Asset Management
Japan
$60.2M +$2.86M +18,772 +5%
11 12
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