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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 %
GC
351
Guggenheim Capital
Illinois
$53.6M -$1.2M -7,872 -2%
SF
352
Synovus Financial
Georgia
$53.6M -$1.06M -6,989 -2%
TH
353
TCTC Holdings
Texas
$53.6M -$106K -694 -0.2%
SDIC
354
South Dakota Investment Council
South Dakota
$52.6M -$4.5M -29,553 -8%
FP
355
Foundry Partners
Minnesota
$52.6M +$4.25M +27,935 +9%
HIMCH
356
Hartford Investment Management Co (HIMCO)
Connecticut
$52.2M -$2.08M -13,653 -4%
CTB
357
Country Trust Bank
Illinois
$52.2M -$11M -72,395 -17%
H
358
Hexavest
Quebec, Canada
$51.2M -$44.8M -294,400 -47%
PWP
359
Principle Wealth Partners
Connecticut
$50.9M +$245K +1,607 +0.5%
ICG
360
InterOcean Capital Group
Tennessee
$50.9M -$502K -3,297 -1%
CI
361
Cambiar Investors
Colorado
$50.8M -$12.1M -79,638 -19%
NLGIA
362
Nippon Life Global Investors Americas
New York
$50.6M -$4.66M -30,630 -8%
II
363
IFM Investors
Australia
$50.5M +$5.73M +37,620 +13%
WB
364
WesBanco Bank
West Virginia
$50.5M +$50.5M +331,610 New
LWCA
365
Locust Wood Capital Advisers
New York
$50.4M -$21.5M -140,933 -30%
RMDI
366
R.M. Davis Inc
Maine
$50.1M +$3.32M +21,839 +7%
EB
367
Eastern Bank
Massachusetts
$50.1M -$4.84M -31,824 -9%
MCM
368
MAI Capital Management
Ohio
$49.8M +$645K +4,235 +1%
PP
369
Palladium Partners
Virginia
$49.6M -$185K -1,218 -0.4%
RJT
370
Raymond James Trust
Florida
$49.4M +$369K +2,421 +0.8%
FT
371
Fiduciary Trust
Massachusetts
$48.9M -$408K -2,680 -0.8%
CA
372
Commerzbank Aktiengesellschaft
Germany
$48.8M +$7.79M +51,198 +19%
PMG
373
Private Management Group
California
$48.7M -$664K -4,361 -1%
BIM
374
Bridges Investment Management
Nebraska
$48.5M +$348K +2,286 +0.7%
SGAM
375
Smith Group Asset Management
Texas
$48.3M +$23.4M +153,926 +94%
13 14
15
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