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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 %
Fidelity International
76
Fidelity International
Bermuda
$619M -$17M -109,389 -3%
Aristotle Capital Management
77
Aristotle Capital Management
California
$612M -$555M -3,568,264 -48%
US Bancorp
78
US Bancorp
Minnesota
$595M -$7.4M -47,560 -1%
Amundi
79
Amundi
France
$593M +$593M +3,815,646 New
Lazard Asset Management
80
Lazard Asset Management
New York
$592M -$6.25M -40,184 -1%
BG
81
Bahl & Gaynor
Ohio
$586M -$2.06M -13,273 -0.4%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$584M -$27.5M -176,751 -4%
National Pension Service
83
National Pension Service
South Korea
$583M +$7.61M +48,955 +1%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$578M -$33.5M -215,565 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
85
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$563M +$216M +1,386,752 +62%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$543M +$21.4M +137,537 +4%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$524M +$19.2M +123,559 +4%
Aberdeen Group
88
Aberdeen Group
United Kingdom
$522M -$15.4M -99,243 -3%
Barrow, Hanley, Mewhinney & Strauss
89
Barrow, Hanley, Mewhinney & Strauss
Texas
$503M -$131M -840,577 -21%
Robeco Institutional Asset Management
90
Robeco Institutional Asset Management
Netherlands
$496M -$85.2M -547,750 -15%
Korea Investment Corp
91
Korea Investment Corp
South Korea
$478M +$7.4M +47,590 +2%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$466M +$230M +1,476,965 +97%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$462M +$24.5M +175,835 +6%
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$458M +$9.79M +62,964 +2%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$456M +$14.8M +95,400 +3%
Truist Financial
96
Truist Financial
North Carolina
$449M +$8.49M +54,574 +2%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$438M -$10.1M -65,043 -2%
GRQ
98
Gardner Russo & Quinn
Pennsylvania
$434M -$45.4M -291,655 -9%
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
$433M +$29.7M +190,979 +7%
TIM
100
Thornburg Investment Management
New Mexico
$420M -$33.8M -217,242 -7%
2 3
4
5 6