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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 %
USAA
3226
United Services Automobile Association
Texas
– -$6.1M -46,319 Closed
TC
3227
Tarsadia Capital
New York
– -$5.08M -40,000 Closed
AL
3228
AJO LP
Pennsylvania
– -$5.02M -39,522 Closed
HCM
3229
Hillman Capital Management
Maryland
– -$4.84M -38,100 Closed
6CM
3230
683 Capital Management
New York
– -$4.45M -35,000 Closed
RIA
3231
Regal Investment Advisors
Michigan
– -$4.13M -32,509 Closed
QIM
3232
Quantitative Investment Management
Virginia
– -$3.35M -26,348 Closed
GCMG
3233
Gyroscope Capital Management Group
Florida
– -$3.25M -25,596 Closed
FC
3234
FORA Capital
Florida
– -$3.17M -24,943 Closed
CWM
3235
Connecticut Wealth Management
Connecticut
– -$2.71M -21,302 Closed
IA
3236
IndexIQ Advisors
New York
– -$2.67M -21,038 Closed
ACM
3237
Arrow Capital Management
New York
– -$2.58M -20,326 Closed
BCM
3238
Bayesian Capital Management
New York
– -$2.34M -18,400 Closed
FCM
3239
Fortis Capital Management
Washington
– -$2.29M -18,000 Closed
PRC
3240
Pearl River Capital
Michigan
– -$2.25M -17,691 Closed
WIM
3241
Waverton Investment Management
United Kingdom
– -$2.19M -17,256 Closed
BWP
3242
Bernardo Wealth Planning
Pennsylvania
– -$2.06M -16,238 Closed
FFG
3243
Ford Financial Group
California
– -$1.44M -11,295 Closed
TMC
3244
Trellus Management Company
Florida
– -$1.4M -11,000 Closed
APC
3245
Aristotle Pacific Capital
California
– -$1.32M -10,387 Closed
BSCM
3246
Berry Street Capital Management
United Kingdom
– -$1.27M -10,000 Closed
AFM
3247
Anson Funds Management
Texas
– -$1.27M -10,000 Closed
ER
3248
Enlightenment Research
Florida
– -$1.26M -9,900 Closed
IUHSA
3249
Itau Unibanco Holding S.A.
Brazil
– -$1.23M -9,665 Closed
NISOA
3250
National Investment Services of America
Wisconsin
– -$1.22M -9,618 Closed
128 129
130
131 132