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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 %
Fidelity International
76
Fidelity International
Bermuda
$622M -$14.7M -96,335 -2%
Barrow, Hanley, Mewhinney & Strauss
77
Barrow, Hanley, Mewhinney & Strauss
Texas
$620M -$44.3M -290,853 -7%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$619M -$51.7M -339,459 -8%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$599M -$21.7M -142,564 -3%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$599M -$38.4M -251,939 -6%
AAMU
81
Amundi Asset Management US
Massachusetts
$598M -$19.3M -126,721 -3%
US Bancorp
82
US Bancorp
Minnesota
$589M +$8.55M +56,191 +1%
Lazard Asset Management
83
Lazard Asset Management
New York
$586M -$10.7M -70,008 -2%
BG
84
Bahl & Gaynor
Ohio
$576M -$5.62M -36,947 -1%
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$569M +$7.18M +47,146 +1%
National Pension Service
86
National Pension Service
South Korea
$563M +$17.2M +113,080 +3%
Aberdeen Group
87
Aberdeen Group
United Kingdom
$526M +$297M +1,948,850 +129%
Lord, Abbett & Co
88
Lord, Abbett & Co
New Jersey
$526M +$57.1M +374,988 +12%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$510M +$2.13M +13,984 +0.4%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$494M +$51.1M +335,849 +12%
GRQ
91
Gardner Russo & Quinn
Pennsylvania
$469M -$77.8M -511,309 -14%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$460M -$23.6M -154,749 -5%
TIM
93
Thornburg Investment Management
New Mexico
$444M -$10.8M -71,164 -2%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$439M +$5.64M +37,034 +1%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$438M -$39.4M -258,639 -8%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$432M -$26.3M -172,741 -6%
Truist Financial
97
Truist Financial
North Carolina
$432M +$24.1M +158,399 +6%
Toronto Dominion Bank
98
Toronto Dominion Bank
Ontario, Canada
$425M +$28.2M +208,552 +7%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$424M -$30M -196,883 -7%
FMI
100
Fiduciary Management Inc
Wisconsin
$408M -$2.74M -18,024 -0.7%
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