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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 %
Deutsche Bank
26
Deutsche Bank
Germany
$2.4B +$301M +1,977,809 +14%
UBS AM
27
UBS AM
Illinois
$2.2B +$202M +1,323,812 +10%
Invesco
28
Invesco
Georgia
$2.07B -$158M -1,040,612 -7%
Primecap Management
29
Primecap Management
California
$2.05B -$155M -1,015,840 -7%
Goldman Sachs
30
Goldman Sachs
New York
$1.99B +$135M +884,540 +7%
Sanders Capital
31
Sanders Capital
Florida
$1.64B -$211M -1,386,210 -11%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$1.64B +$721K +4,741 +0%
PPA
33
Parametric Portfolio Associates
Washington
$1.59B -$4.67M -30,701 -0.3%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$1.58B -$67.8M -445,198 -4%
Boston Partners
35
Boston Partners
Massachusetts
$1.28B -$61.3M -402,634 -5%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$1.27B -$35M -229,990 -3%
DZ Bank
37
DZ Bank
Germany
$1.22B -$80.7M -529,762 -6%
EVM
38
Eaton Vance Management
Massachusetts
$1.15B -$39.2M -257,693 -3%
Allianz Asset Management
39
Allianz Asset Management
Germany
$1.14B -$71.2M -467,447 -6%
Aristotle Capital Management
40
Aristotle Capital Management
California
$1.14B +$47.7M +313,552 +4%
Barclays
41
Barclays
United Kingdom
$1.14B +$79.6M +523,071 +8%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13B -$101M -661,011 -8%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1.11B -$100M -647,505 -8%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.08B -$152M -995,691 -12%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.06B -$43.6M -286,521 -4%
Principal Financial Group
46
Principal Financial Group
Iowa
$1.02B -$87M -571,681 -8%
Fisher Asset Management
47
Fisher Asset Management
Washington
$1.02B +$21.9M +144,111 +2%
Citigroup
48
Citigroup
New York
$1.01B +$266M +1,744,261 +36%
RJA
49
Raymond James & Associates
Florida
$1.01B -$49.2M -323,113 -5%
CS
50
Credit Suisse
Switzerland
$996M +$43.3M +284,584 +5%
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