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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 %
Invesco
26
Invesco
Georgia
$2.22B -$227M -1,435,310 -9%
Goldman Sachs
27
Goldman Sachs
New York
$2.1B -$80.9M -511,138 -4%
UBS AM
28
UBS AM
Illinois
$2.03B -$466M -2,941,873 -19%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$1.99B +$147M +934,137 +8%
Primecap Management
30
Primecap Management
California
$1.82B -$126M -798,275 -7%
PPA
31
Parametric Portfolio Associates
Washington
$1.79B +$25.4M +160,698 +1%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$1.69B -$189M -1,192,574 -10%
Barclays
33
Barclays
United Kingdom
$1.65B +$68.6M +433,124 +4%
DZ Bank
34
DZ Bank
Germany
$1.56B +$762K +4,806 +0%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$1.46B +$39.8M +251,150 +3%
Sanders Capital
36
Sanders Capital
Florida
$1.37B -$69.9M -441,188 -5%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$1.36B -$120M -741,792 -8%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$1.26B -$1.71M -10,800 -0.1%
Boston Partners
39
Boston Partners
Massachusetts
$1.22B -$54.8M -346,061 -4%
RJA
40
Raymond James & Associates
Florida
$1.21B +$7.85M +49,584 +0.7%
Fisher Asset Management
41
Fisher Asset Management
Washington
$1.18B +$51.2M +323,036 +5%
EVM
42
Eaton Vance Management
Massachusetts
$1.13B +$6.49K +41 +0%
American Century Companies
43
American Century Companies
Missouri
$1.08B +$8.91M +56,285 +0.8%
ClearBridge Investments
44
ClearBridge Investments
New York
$1.05B -$97.7K -617 -0%
Allianz Asset Management
45
Allianz Asset Management
Germany
$1.04B +$56.7M +358,146 +6%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.04B -$112M -710,374 -10%
CS
47
Credit Suisse
Switzerland
$1.01B +$2.82M +17,827 +0.3%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1B -$52.7M -332,887 -5%
PI
49
Putnam Investments
Massachusetts
$965M +$4.81M +30,368 +0.5%
Bessemer Group
50
Bessemer Group
New Jersey
$955M +$15.2M +96,150 +2%
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