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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 %
CPSAC
376
Chas P. Smith & Associates (CPS)
Florida
$48.2M -$179K -1,178 -0.4%
CS
377
Candriam SCA
Luxembourg
$48.1M – – –
NA
378
NewEdge Advisors
Louisiana
$48M +$485K +3,189 +1%
RL
379
Ruffer LLP
United Kingdom
$47.9M -$8.52M -55,956 -15%
PFM
380
Parsec Financial Management
North Carolina
$47.9M +$71.9K +472 +0.2%
OC
381
Oppenheimer & Co
New York
$47.9M -$9.55M -62,724 -17%
BIP
382
Brandes Investment Partners
California
$47.8M +$3.89M +25,201 +9%
MNBTD
383
Moody National Bank Trust Division
Texas
$47.6M -$61.2K -402 -0.1%
PAG
384
Private Advisor Group
New Jersey
$47.2M +$3.1M +20,386 +7%
MAM
385
Madison Asset Management
Wisconsin
$46.8M -$5.83M -38,295 -11%
MLL
386
Moody Lynn & Lieberson
Massachusetts
$46.2M +$1M +6,595 +2%
BIAS
387
Beacon Investment Advisory Services
New Jersey
$46.1M -$37.4K -246 -0.1%
CI
388
Capital International
California
$45.9M -$3.38M -22,231 -7%
ADEF
389
Adams Diversified Equity Fund
Maryland
$45.8M – – –
LCS
390
Levin Capital Strategies
New York
$45.6M -$382K -2,507 -0.8%
FNBOO
391
First National Bank of Omaha
Nebraska
$45.2M +$26.6K +175 +0.1%
ANI
392
American National Insurance
Texas
$44.9M -$32K -210 -0.1%
SI
393
Stephens Inc
Arkansas
$44.8M +$410K +2,692 +0.9%
HW
394
Hancock Whitney
Mississippi
$44.7M -$5.63M -36,970 -11%
AA
395
Ancora Advisors
Ohio
$44.5M -$94.4K -620 -0.2%
GT
396
Glenview Trust
Kentucky
$44.4M +$197K +1,296 +0.4%
NIM
397
Nexus Investment Management
Ontario, Canada
$44.4M -$2.07M -13,590 -4%
CIC
398
Carnegie Investment Counsel
Ohio
$44M +$326K +2,141 +0.7%
WA
399
WestEnd Advisors
North Carolina
$43.9M -$5.61M -36,831 -11%
DILIC
400
Dai-ichi Life Insurance Company
Japan
$43.8M -$5.54M -36,424 -11%
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