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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 %
American Century Companies
51
American Century Companies
Missouri
$956M +$28.7M +184,553 +3%
PI
52
Putnam Investments
Massachusetts
$946M +$946K +6,082 +0.1%
Bessemer Group
53
Bessemer Group
New Jersey
$913M +$101M +649,906 +12%
KBC Group
54
KBC Group
Belgium
$912M +$34.3M +220,224 +4%
DSA
55
Davis Selected Advisers
Arizona
$887M -$102M -655,327 -10%
DZ Bank
56
DZ Bank
Germany
$885M -$360M -2,316,603 -29%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$877M +$79.2M +509,277 +10%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$850M -$45.3M -291,203 -5%
Citigroup
59
Citigroup
New York
$836M -$196M -1,263,100 -19%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$833M +$3.14M +20,185 +0.4%
Prudential Financial
61
Prudential Financial
New Jersey
$788M -$6.17M -39,664 -0.8%
Canada Pension Plan Investment Board
62
Canada Pension Plan Investment Board
Ontario, Canada
$784M +$71.6M +460,482 +10%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$776M -$46.4M -298,420 -6%
Allianz Asset Management
64
Allianz Asset Management
Germany
$772M -$397M -2,552,474 -34%
APG Asset Management
65
APG Asset Management
Netherlands
$763M -$114M -871,555 -13%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$754M -$18.5M -118,646 -2%
Swedbank
67
Swedbank
Sweden
$754M +$35.8M +230,324 +5%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$744M +$1.39M +8,930 +0.2%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$726M -$42.8M -275,200 -6%
Mackenzie Financial
70
Mackenzie Financial
Ontario, Canada
$725M +$11.5M +73,838 +2%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$658M -$43.1M -277,210 -6%
Stifel Financial
72
Stifel Financial
Missouri
$655M +$9.58M +61,581 +1%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$652M +$19.6M +125,741 +3%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$650M -$109M -715,212 -14%
Fayez Sarofim & Co
75
Fayez Sarofim & Co
Texas
$642M -$501K -3,224 -0.1%
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