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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 %
Canada Life
101
Canada Life
Manitoba, Canada
$400M -$47.7M -314,607 -11%
CWM
102
CIBC World Markets
New York
$397M -$46.1M -302,586 -10%
DekaBank Deutsche Girozentrale
103
DekaBank Deutsche Girozentrale
Germany
$397M +$55.3M +355,911 +16%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$394M -$11.2M -73,306 -3%
Bank of Nova Scotia
105
Bank of Nova Scotia
Ontario, Canada
$391M -$83M -545,388 -18%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$384M -$3.04M -19,988 -0.8%
WT
107
Wellcome Trust
United Kingdom
$376M -$35M -230,000 -9%
Luther King Capital Management (LKCM)
108
Luther King Capital Management (LKCM)
Texas
$369M +$918K +6,030 +0.2%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$362M +$407K +2,673 +0.1%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$361M -$32.7M -214,500 -8%
Brown Advisory
111
Brown Advisory
Maryland
$360M -$6.98M -45,874 -2%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$350M -$54.4M -369,074 -13%
KeyBank National Association
113
KeyBank National Association
Ohio
$349M +$1.78M +11,677 +0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
114
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$340M -$60.7M -398,483 -15%
Victory Capital Management
115
Victory Capital Management
Texas
$338M -$35M -229,922 -9%
Mawer Investment Management
116
Mawer Investment Management
Alberta, Canada
$337M -$96.7M -635,224 -22%
BWA
117
Brave Warrior Advisors
New York
$332M -$7.05M -46,309 -2%
Jennison Associates
118
Jennison Associates
New York
$324M +$3.8M +24,956 +1%
CI
119
Cincinnati Insurance
Ohio
$306M – – –
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$305M -$6.49M -42,647 -2%
CIBC World Market
121
CIBC World Market
Ontario, Canada
$302M -$26.7M -175,625 -8%
Bank Julius Baer & Co
122
Bank Julius Baer & Co
Switzerland
$300M +$145M +950,108 +93%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$296M +$1.95M +12,803 +0.7%
M&T Bank
124
M&T Bank
New York
$294M -$2.97M -19,481 -1%
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$290M -$30.2M -198,404 -9%
3 4
5
6 7