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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 %
SIP
3251
Stoneridge Investment Partners
Pennsylvania
– -$1.2M -9,429 Closed
KCMRT
3252
Kemper Corp Master Retirement Trust
Illinois
– -$1.19M -9,400 Closed
AC
3253
Athanor Capital
New York
– -$1.15M -9,056 Closed
SCP
3254
Silverleafe Capital Partners
Tennessee
– -$966K -7,606 Closed
CCG
3255
Capital CS Group
California
– -$929K -7,313 Closed
MCA
3256
Magnolia Capital Advisors
Mississippi
– -$861K -6,776 Closed
RIA
3257
RP Investment Advisors
Ontario, Canada
– -$847K -6,665 Closed
SRAM
3258
Spouting Rock Asset Management
Pennsylvania
– -$840K -6,607 Closed
SCA
3259
Sassicaia Capital Advisers
New York
– -$686K -5,400 Closed
SL
3260
Stevard LLC
Illinois
– -$661K -5,205 Closed
3LCM
3261
3D/L Capital Management
Connecticut
– -$511K -4,084 Closed
MHI
3262
Miller Howard Investments
New York
– -$465K -3,657 Closed
EPA
3263
Element Pointe Advisors
Florida
– -$421K -3,311 Closed
RF
3264
Robbins Farley
New Hampshire
– -$397K -3,121 Closed
JC
3265
Jentner Corp
Ohio
– -$393K -3,095 Closed
SC
3266
Sepio Capital
Utah
– -$390K -3,067 Closed
FTUS
3267
Flow Traders U.S.
New York
– -$350K -2,752 Closed
BA
3268
BCM Advisors
Louisiana
– -$344K -2,708 Closed
SCM
3269
Shapiro Capital Management
Georgia
– -$302K -2,380 Closed
HCL
3270
Heard Capital LLC
Illinois
– -$292K -2,300 Closed
NERM
3271
New England Research & Management
Illinois
– -$276K -2,173 Closed
FWM
3272
FSA Wealth Management
Massachusetts
– -$270K -2,128 Closed
HGWM
3273
Harvest Group Wealth Management
Massachusetts
– -$269K -2,119 Closed
SIGI
3274
Susquehanna International Group (Ireland)
Ireland
– -$265K -2,087 Closed
CM
3275
Cohanzick Management
New York
– -$254K -2,000 Closed
128 129 130
131
132