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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 %
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$379M -$21.8M -137,549 -5%
Brown Advisory
102
Brown Advisory
Maryland
$378M -$206K -1,298 -0.1%
GRQ
103
Gardner Russo & Quinn
Pennsylvania
$371M -$27.1M -171,152 -7%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$371M +$16M +116,091 +5%
KeyBank National Association
105
KeyBank National Association
Ohio
$363M +$1.07M +6,743 +0.3%
Macquarie Group
106
Macquarie Group
Australia
$353M -$39.3M -248,126 -10%
Mawer Investment Management
107
Mawer Investment Management
Alberta, Canada
$353M +$11.4M +72,197 +3%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$352M +$15.6M +98,288 +5%
Jennison Associates
109
Jennison Associates
New York
$351M -$1.15M -7,251 -0.3%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$345M -$10.7M -67,800 -3%
LPL Financial
111
LPL Financial
California
$342M +$28.4M +179,052 +9%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$333M +$34.9M +220,549 +12%
CI
113
Cincinnati Insurance
Ohio
$319M – – –
HighTower Advisors
114
HighTower Advisors
Illinois
$307M +$33.9M +213,909 +12%
Bank Julius Baer & Co
115
Bank Julius Baer & Co
Switzerland
$307M -$24.9M -157,396 -8%
Lord, Abbett & Co
116
Lord, Abbett & Co
New Jersey
$305M -$8.28M -52,300 -3%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$303M +$11.5M +72,544 +4%
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$302M +$13.4M +84,801 +5%
HNB
119
Huntington National Bank
Ohio
$299M +$2.73M +17,243 +0.9%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$298M +$298M +1,880,677 New
TIM
121
Thornburg Investment Management
New Mexico
$297M -$4.49M -28,384 -1%
1832 Asset Management
122
1832 Asset Management
Ontario, Canada
$287M -$55.2M -343,857 -16%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$286M -$21M -132,747 -7%
M&T Bank
124
M&T Bank
New York
$283M +$491K +3,098 +0.2%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$279M +$164M +1,035,742 +142%
3 4
5
6 7