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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 %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$984M -$114M -751,700 -10%
DSA
52
Davis Selected Advisers
Arizona
$968M -$75.6M -496,683 -7%
PI
53
Putnam Investments
Massachusetts
$925M +$31.2M +204,686 +3%
American Century Companies
54
American Century Companies
Missouri
$908M +$11.5M +75,220 +1%
ClearBridge Investments
55
ClearBridge Investments
New York
$906M -$17M -111,496 -2%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$876M -$5.7M -37,474 -0.6%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$867M +$62M +404,611 +8%
APG Asset Management
58
APG Asset Management
Netherlands
$867M -$155M -1,196,072 -15%
KBC Group
59
KBC Group
Belgium
$859M +$63.3M +415,690 +8%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$812M +$18.3M +120,166 +2%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$805M -$59.8M -392,993 -7%
Bessemer Group
62
Bessemer Group
New Jersey
$794M +$200M +1,316,994 +34%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$781M -$27.8M -182,733 -3%
Prudential Financial
64
Prudential Financial
New Jersey
$777M +$229M +1,504,501 +42%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$762M +$16.9M +110,487 +2%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$760M +$34.4M +225,739 +5%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$753M +$299K +1,967 +0%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$727M +$14.5M +95,131 +2%
Swedbank
69
Swedbank
Sweden
$702M +$60.4M +396,497 +9%
Mackenzie Financial
70
Mackenzie Financial
Ontario, Canada
$699M +$111M +729,854 +19%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$697M -$352M -2,314,154 -34%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$686M +$440M +2,893,574 +180%
Stifel Financial
73
Stifel Financial
Missouri
$631M -$2.1M -13,802 -0.3%
Fayez Sarofim & Co
74
Fayez Sarofim & Co
Texas
$629M -$15.7M -103,306 -2%
1832 Asset Management
75
1832 Asset Management
Ontario, Canada
$624M +$315M +2,031,373 +102%
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