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JPMorgan Chase
JPM

Overview Fund Activity

3,225 hedge funds and large institutions have $370B invested in JPMorgan Chase in 2021 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,494 increasing their positions, 1,279 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,225
Holders Change
+25
Holders Change %
+0.78%
% of All Funds
56.3%
Holding in Top 10
598
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-12.95%
% of All Funds
10.44%
New
152
Increased
1,494
Reduced
1,279
Closed
87
Calls
$5.9B
Puts
$8.53B
Net Calls
-$2.63B
Net Calls Change
-$537M

Top Buyers

1
MMA
1
Mizuho Markets Americas
New York
$270M
2
Macquarie Group
2
Macquarie Group
Australia
$392M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$1.12B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.58B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$466M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$11.1B
2
Franklin Resources
2
Franklin Resources
California
$2.13B
3
Bank of America
3
Bank of America
North Carolina
$7.9B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.02B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$2.29B -$167M -1,075,251 -7%
Invesco
27
Invesco
Georgia
$2.23B +$121M +776,638 +6%
UBS AM
28
UBS AM
Illinois
$2.23B -$13.6M -87,183 -0.6%
Franklin Resources
29
Franklin Resources
California
$2.13B -$1.08B -6,938,137 -34%
Goldman Sachs
30
Goldman Sachs
New York
$2B -$37.8M -242,775 -2%
Primecap Management
31
Primecap Management
California
$1.99B -$103M -660,781 -5%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$1.76B +$95.7M +618,563 +6%
PPA
33
Parametric Portfolio Associates
Washington
$1.68B +$52.5M +337,646 +3%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$1.52B -$94.4M -606,751 -6%
Sanders Capital
35
Sanders Capital
Florida
$1.37B -$313M -2,013,873 -19%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$1.3B +$186M +1,193,019 +17%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$1.29B -$13M -83,760 -1%
Barclays
38
Barclays
United Kingdom
$1.26B +$98.8M +635,359 +8%
Boston Partners
39
Boston Partners
Massachusetts
$1.23B -$72.5M -466,110 -6%
RJA
40
Raymond James & Associates
Florida
$1.16B +$132M +848,386 +13%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$1.12B +$239M +1,538,716 +27%
EVM
42
Eaton Vance Management
Massachusetts
$1.1B -$68.1M -437,789 -6%
Fisher Asset Management
43
Fisher Asset Management
Washington
$1.07B +$33.1M +212,570 +3%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07B -$81.6M -524,723 -7%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.05B -$27.5M -176,835 -3%
ClearBridge Investments
46
ClearBridge Investments
New York
$1.03B +$103M +661,400 +11%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.02B -$86.5M -556,027 -8%
CS
48
Credit Suisse
Switzerland
$1.02B +$6.96M +45,181 +0.7%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$998M -$8.13M -52,261 -0.8%
Principal Financial Group
50
Principal Financial Group
Iowa
$975M -$68.9M -442,825 -7%
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