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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 %
Royal London Asset Management
126
Royal London Asset Management
United Kingdom
$286M +$9.12M +59,876 +3%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$286M -$518K -3,400 -0.2%
AQR Capital Management
128
AQR Capital Management
Connecticut
$281M +$101M +663,035 +56%
Russell Investments Group
129
Russell Investments Group
United Kingdom
$278M +$4.33M +28,412 +2%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$277M -$12.7M -83,305 -4%
PAMU
131
Pictet Asset Management (UK)
United Kingdom
$274M +$6.75M +44,346 +3%
HNB
132
Huntington National Bank
Ohio
$271M +$2.79M +18,298 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
133
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$271M +$148M +968,981 +120%
CCM
134
Cullen Capital Management
New York
$268M +$195M +1,283,440 +269%
LPL Financial
135
LPL Financial
California
$260M +$7.28M +47,827 +3%
HighTower Advisors
136
HighTower Advisors
Illinois
$257M +$2.57M +16,889 +1%
SO
137
STRS Ohio
Ohio
$256M -$8.43M -55,349 -3%
Pzena Investment Management
138
Pzena Investment Management
New York
$255M -$22.8M -149,944 -8%
WRF
139
Waddell & Reed Financial
Kansas
$255M -$34.7M -227,640 -12%
William Blair & Company
140
William Blair & Company
Illinois
$250M -$2.85M -18,725 -1%
JFL
141
Jarislowsky, Fraser Ltd
Quebec, Canada
$249M -$14.1M -92,790 -5%
Asset Management One
142
Asset Management One
Japan
$244M -$5.05M -33,205 -2%
HTC
143
Haverford Trust Company
Pennsylvania
$242M +$15.4M +101,134 +7%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$236M +$6.77M +44,468 +3%
Rafferty Asset Management
145
Rafferty Asset Management
New York
$233M +$41.2M +270,837 +22%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$231M +$37.9M +249,009 +20%
AII
147
AGF Investments Inc
Ontario, Canada
$229M -$17.2M -113,052 -7%
SP
148
Sarasin & Partners
United Kingdom
$229M -$55.5M -364,635 -20%
BMSSC
149
B. Metzler seel. Sohn & Co
Germany
$226M +$78.8M +516,938 +53%
RFC
150
Regions Financial Corp
Alabama
$225M -$3.24M -21,286 -1%
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