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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 %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$948M -$35.4M -223,484 -4%
Principal Financial Group
52
Principal Financial Group
Iowa
$933M -$47.5M -299,678 -5%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$879M +$16.5M +104,357 +2%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$857M -$9.27M -58,556 -1%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$854M +$151M +952,346 +21%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$854M -$48.9M -308,498 -5%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$849M -$2.23M -14,107 -0.3%
Citigroup
58
Citigroup
New York
$842M +$47.5M +300,184 +6%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$840M +$75.5M +477,044 +10%
Swedbank
60
Swedbank
Sweden
$811M +$1.29M +8,160 +0.2%
GQG Partners
61
GQG Partners
Florida
$807M +$646M +4,083,231 +403%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$774M -$529K -3,339 -0.1%
DSA
63
Davis Selected Advisers
Arizona
$771M -$17.7M -111,582 -2%
Ensign Peak Advisors
64
Ensign Peak Advisors
Utah
$761M +$73.5M +464,421 +11%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$760M +$7.41M +46,795 +1%
Bank of Nova Scotia
66
Bank of Nova Scotia
Ontario, Canada
$744M +$392M +2,475,826 +111%
Fayez Sarofim & Co
67
Fayez Sarofim & Co
Texas
$730M +$75.5M +477,085 +12%
Stifel Financial
68
Stifel Financial
Missouri
$716M +$44.3M +279,526 +7%
APG Asset Management
69
APG Asset Management
Netherlands
$664M -$88.3M -634,256 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$640M +$220M +1,388,695 +52%
Prudential Financial
71
Prudential Financial
New Jersey
$636M +$498K +3,144 +0.1%
Amundi
72
Amundi
France
$626M -$34.2M -203,274 -5%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$608M -$18.6M -117,637 -3%
Mackenzie Financial
74
Mackenzie Financial
Ontario, Canada
$604M -$79.5M -502,333 -12%
US Bancorp
75
US Bancorp
Minnesota
$601M +$2.91M +18,387 +0.5%
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