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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
Royal Bank of Canada
Ontario, Canada
+$786M
2
GQG Partners
GQG Partners
Florida
+$646M
3
Renaissance Technologies
Renaissance Technologies
New York
+$497M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$392M
5
State Street
State Street
Massachusetts
+$361M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.29B
2
Lazard Asset Management
Lazard Asset Management
New York
-$525M
3
UBS AM
UBS AM
Illinois
-$466M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$443M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$297M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
476
Klingenstein Fields & Co
New York
$34M -$672K -4,241 -2%
HIMC
477
Heritage Investors Management Corp
Maryland
$34M -$288K -1,819 -0.8%
NIM
478
Northeast Investment Management
Massachusetts
$33.9M +$98.2K +620 +0.3%
DIA
479
Dana Investment Advisors
Wisconsin
$33.9M -$1.91M -12,091 -5%
VVP
480
Venture Visionary Partners
Ohio
$33.8M +$325K +2,051 +1%
BNP Paribas Asset Management
481
BNP Paribas Asset Management
France
$33.8M +$2.25M +14,193 +7%
CCM
482
Covington Capital Management
California
$33.7M -$84.9K -536 -0.3%
ISL
483
Ingalls & Snyder LLC
New York
$33.7M -$1.92M -12,098 -5%
HCMG
484
Howard Capital Management Group
California
$33.5M -$225K -1,420 -0.7%
OA
485
Oak Associates
Ohio
$33.5M -$230K -1,451 -0.7%
FBA
486
Front Barnett Associates
Illinois
$33.4M -$537K -3,390 -2%
AWM
487
AE Wealth Management
Kansas
$33.2M -$2.76M -17,429 -8%
CTA
488
Chesley Taft & Associates
Illinois
$33.2M +$362K +2,284 +1%
CGH
489
Crossmark Global Holdings
Texas
$33.1M +$1.61M +10,188 +5%
SPC
490
Stewart & Patten Company
California
$33.1M -$973K -6,147 -3%
MME
491
Meag Munich Ergo
Germany
$32.9M +$32.9M +206,802 New
RL
492
Ruffer LLP
United Kingdom
$32.9M -$4.66M -28,703 -12%
EGA
493
Eagle Global Advisors
Texas
$32.8M -$490K -3,092 -1%
FFA
494
First Foundation Advisors
California
$32.8M -$418K -2,639 -1%
ECM
495
Estabrook Capital Management
New York
$32.7M -$446K -2,819 -1%
Wealthfront Advisers
496
Wealthfront Advisers
California
$32.3M +$824K +5,206 +3%
BPCE
497
Bank Pictet & Cie (Europe)
Germany
$32.2M – – –
BONST
498
Bank of Nova Scotia Trust
Ontario, Canada
$32.1M -$404K -2,554 -1%
MIA
499
MMBG Investment Advisors
Florida
$31.8M +$31.8M +200,910 New
DJSG
500
D.J. St. Germain
Massachusetts
$31.8M -$651K -4,114 -2%
18 19
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