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JPMorgan Chase
JPM

Overview Fund Activity

3,566 hedge funds and large institutions have $328B invested in JPMorgan Chase in 2021 Q4 according to their latest regulatory filings, with 486 funds opening new positions, 1,585 increasing their positions, 1,163 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,566
Holders Change
+347
Holders Change %
+10.78%
% of All Funds
55.07%
Holding in Top 10
509
Holding in Top 10 Change
-142
Holding in Top 10 Change %
-21.81%
% of All Funds
7.86%
New
486
Increased
1,585
Reduced
1,163
Closed
88
Calls
$5.34B
Puts
$9.57B
Net Calls
-$4.23B
Net Calls Change
-$683M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.82B
2
GQG Partners
2
GQG Partners
Florida
$807M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$529M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$744M
5
State Street
5
State Street
Massachusetts
$22.4B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$10.5B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$96.1M
3
UBS AM
3
UBS AM
Illinois
$2.03B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.67B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGM
3576
Capital Growth Management
Massachusetts
– -$13.1M -80,000 Closed
WMSA
3577
Weiss Multi-Strategy Advisers
New York
– -$10.2M -62,500 Closed
MAM
3578
Meeder Asset Management
Ohio
– -$9.28M -56,682 Closed
MP
3579
McDonald Partners
Ohio
– -$8.44M -51,562 Closed
TIAM
3580
TT International Asset Management
United Kingdom
– -$8.43M -51,509 Closed
QF
3581
QVT Financial
New York
– -$8.23M -50,262 Closed
JCM
3582
JS Capital Management
New York
– -$8.19M -50,000 Closed
QIM
3583
Quantitative Investment Management
Virginia
– -$7.31M -44,643 Closed
CC
3584
Carlson Capital
Texas
– -$6.84M -41,800 Closed
ACM
3585
Alight Capital Management
New York
– -$6.55M -40,000 Closed
VPI
3586
Value Partners Investments
Manitoba, Canada
– -$6.37M -39,120 Closed
WIC
3587
Whitegate Investment Counselors
New Hampshire
– -$6.31M -38,568 Closed
CA
3588
CastleArk Alternatives
Illinois
– -$6.23M -38,070 Closed
FC
3589
FORA Capital
Florida
– -$6.06M -37,037 Closed
IMPI
3590
Ilmarinen Mutual Pension Insurance
Finland
– -$5.73M -35,000 Closed
GRP
3591
Global Retirement Partners
California
– -$5.63M -34,392 Closed
PHK
3592
Point72 Hong Kong
Hong Kong
– -$4.85M -29,633 Closed
CM
3593
Crestline Management
Texas
– -$4.13M -25,251 Closed
SAM
3594
Sawgrass Asset Management
Florida
– -$3.88M -23,719 Closed
HT
3595
HAP Trading
New York
– -$3.14M -19,167 Closed
DC
3596
DeDora Capital
California
– -$2.78M -16,984 Closed
QFA
3597
Quattro Financial Advisors
Texas
– -$2.7M -15,953 Closed
MCM
3598
MKP Capital Management
New York
– -$2.33M -14,224 Closed
BWLSA
3599
Blue Water Life Science Advisors
California
– -$616K -13,762 Closed
MA
3600
MCF Advisors
Kentucky
– -$2.19M -13,398 Closed
142 143
144
145 146