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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 %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$416M -$17.7M -113,579 -4%
FMI
102
Fiduciary Management Inc
Wisconsin
$405M -$11.9M -76,308 -3%
AQR Capital Management
103
AQR Capital Management
Connecticut
$405M +$119M +767,886 +42%
Canada Life
104
Canada Life
Manitoba, Canada
$394M -$16.4M -105,333 -4%
Macquarie Group
105
Macquarie Group
Australia
$392M +$245M +1,573,771 +166%
WT
106
Wellcome Trust
United Kingdom
$384M – – –
Luther King Capital Management (LKCM)
107
Luther King Capital Management (LKCM)
Texas
$379M +$2.58M +16,560 +0.7%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$374M +$4.28M +27,508 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
109
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$369M +$92.7M +596,166 +34%
Brown Advisory
110
Brown Advisory
Maryland
$369M +$792K +5,095 +0.2%
Jennison Associates
111
Jennison Associates
New York
$359M +$28.5M +183,041 +9%
Victory Capital Management
112
Victory Capital Management
Texas
$359M +$13.2M +85,007 +4%
KeyBank National Association
113
KeyBank National Association
Ohio
$355M -$1.48M -9,541 -0.4%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$353M -$16.2M -104,141 -4%
Mawer Investment Management
115
Mawer Investment Management
Alberta, Canada
$353M +$8.26M +53,087 +2%
DekaBank Deutsche Girozentrale
116
DekaBank Deutsche Girozentrale
Germany
$343M -$47.1M -308,518 -12%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$335M -$57.4M -369,291 -15%
Lord, Abbett & Co
118
Lord, Abbett & Co
New Jersey
$325M -$213M -1,366,579 -40%
Bank of Nova Scotia
119
Bank of Nova Scotia
Ontario, Canada
$322M -$77.9M -500,520 -19%
Bank Julius Baer & Co
120
Bank Julius Baer & Co
Switzerland
$321M +$13.6M +87,724 +4%
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$320M -$48.1M -309,956 -13%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$313M +$10.8M +69,288 +4%
CI
123
Cincinnati Insurance
Ohio
$313M – – –
CIBC World Market
124
CIBC World Market
Ontario, Canada
$303M -$5.15M -33,125 -2%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$292M +$8.55M +54,989 +3%
3 4
5
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