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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 %
BS
326
Banco Santander
Spain
$59.9M -$3.63M -23,819 -6%
BAM
327
Barrett Asset Management
New York
$59.6M +$1.62M +10,674 +3%
CT
328
Cambridge Trust
Massachusetts
$59.5M +$2.11M +13,843 +4%
LCM
329
Laurion Capital Management
New York
$58.5M +$58.5M +384,429 New
OCM
330
Osterweis Capital Management
California
$58.2M +$12.6M +82,975 +28%
TRCT
331
Tower Research Capital (TRC)
New York
$58.1M +$33.3M +218,641 +134%
COPPSERS
332
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$58.1M +$117K +766 +0.2%
IMCOOI
333
Investment Management Corp of Ontario (IMCO)
Canada
$57.8M – – –
WPC
334
Waters Parkerson & Co
Louisiana
$57.5M -$158K -1,036 -0.3%
MLICM
335
Metropolitan Life Insurance Company (MetLife)
New York
$57.3M -$2.78M -18,231 -5%
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$56.5M +$6.57M +43,135 +13%
Squarepoint
337
Squarepoint
New York
$56.2M -$12.9M -84,424 -19%
TAM
338
Todd Asset Management
Kentucky
$55.4M -$11.5M -75,465 -17%
KAS
339
Kestra Advisory Services
Texas
$55.2M +$1.86M +12,229 +3%
FWIA
340
Fort Washington Investment Advisors
Ohio
$55.1M -$50.5M -331,578 -48%
DADC
341
D.A. Davidson & Co
Montana
$55.1M +$9.16M +60,143 +20%
Millennium Management
342
Millennium Management
New York
$55M -$201M -1,322,191 -79%
CI
343
Conning Inc
Connecticut
$55M -$11.6M -76,463 -17%
EDRH
344
Edmond de Rothschild Holding
Switzerland
$54.8M +$3.59M +23,565 +7%
Cerity Partners
345
Cerity Partners
New York
$54.5M +$10.9M +71,629 +25%
DCM
346
Donaldson Capital Management
Indiana
$54.3M +$3.54M +23,271 +7%
VDI
347
Vaughan David Investments
Illinois
$54.3M -$617K -4,054 -1%
CRC
348
Curi RMB Capital
Illinois
$54M +$336K +2,207 +0.6%
SPIA
349
Steward Partners Investment Advisory
New York
$54M +$8.39M +55,117 +18%
GC
350
Giverny Capital
Quebec, Canada
$54M +$1.34M +8,817 +3%
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