JPM icon

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 %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$598M +$36.7M +231,878 +7%
National Pension Service
77
National Pension Service
South Korea
$581M -$12.1M -76,425 -2%
Fidelity International
78
Fidelity International
Bermuda
$578M -$6.19M -39,099 -1%
BG
79
Bahl & Gaynor
Ohio
$577M -$17.8M -112,565 -3%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$575M +$8.59M +54,241 +2%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$565M -$47.1M -297,656 -8%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$559M -$3.89M -24,539 -0.7%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$555M -$4.1M -25,879 -0.7%
Renaissance Technologies
84
Renaissance Technologies
New York
$529M +$497M +3,138,200 +1,544%
DekaBank Deutsche Girozentrale
85
DekaBank Deutsche Girozentrale
Germany
$476M +$49.3M +310,897 +12%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$472M -$1.55M -9,800 -0.3%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$472M +$17.3M +109,304 +4%
Truist Financial
88
Truist Financial
North Carolina
$465M +$16.5M +104,444 +4%
Korea Investment Corp
89
Korea Investment Corp
South Korea
$463M +$15.1M +95,540 +3%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$433M -$1.82M -11,493 -0.4%
Barrow, Hanley, Mewhinney & Strauss
91
Barrow, Hanley, Mewhinney & Strauss
Texas
$427M -$23.2M -146,248 -5%
BGIM
92
Brandywine Global Investment Management
Pennsylvania
$426M -$4.71M -29,731 -1%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$424M -$6.41M -40,457 -1%
Canada Life
94
Canada Life
Manitoba, Canada
$396M +$26.9M +170,409 +7%
WT
95
Wellcome Trust
United Kingdom
$391M – – –
AQR Capital Management
96
AQR Capital Management
Connecticut
$389M -$23.9M -151,122 -6%
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$386M -$863K -5,450 -0.2%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$385M +$304K +1,917 +0.1%
CWM
99
CIBC World Markets
New York
$381M +$140M +883,550 +58%
FMI
100
Fiduciary Management Inc
Wisconsin
$379M -$31.4M -198,515 -8%
2 3
4
5 6