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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 %
HNB
126
Huntington National Bank
Ohio
$290M +$13.5M +86,929 +5%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$289M -$2.99M -19,224 -1%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$288M -$8.31M -53,448 -3%
1832 Asset Management
129
1832 Asset Management
Ontario, Canada
$288M -$332M -2,157,056 -54%
LPL Financial
130
LPL Financial
California
$288M +$22.5M +144,938 +8%
BWA
131
Brave Warrior Advisors
New York
$287M -$52.1M -334,876 -15%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$284M -$7.87M -50,641 -3%
M&T Bank
133
M&T Bank
New York
$284M -$16.2M -104,114 -5%
State of New Jersey Common Pension Fund D
134
State of New Jersey Common Pension Fund D
New Jersey
$281M -$1.13M -7,260 -0.4%
MMA
135
Mizuho Markets Americas
New York
$270M +$270M +1,737,600 New
CCM
136
Cullen Capital Management
New York
$268M -$5.64M -36,266 -2%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$267M -$12.7M -81,936 -5%
Rafferty Asset Management
138
Rafferty Asset Management
New York
$266M +$27.8M +178,706 +12%
State of Tennessee, Department of Treasury
139
State of Tennessee, Department of Treasury
Tennessee
$265M -$46.9M -301,623 -15%
PAM
140
Panagora Asset Management
Massachusetts
$263M +$38.2M +245,331 +17%
Pzena Investment Management
141
Pzena Investment Management
New York
$262M +$1.26M +8,103 +0.5%
HighTower Advisors
142
HighTower Advisors
Illinois
$258M -$4.8M -30,851 -2%
SO
143
STRS Ohio
Ohio
$254M -$7.83M -50,311 -3%
JFL
144
Jarislowsky, Fraser Ltd
Quebec, Canada
$252M -$1.88M -12,087 -0.7%
William Blair & Company
145
William Blair & Company
Illinois
$252M -$3.87M -24,910 -2%
HTC
146
Haverford Trust Company
Pennsylvania
$251M +$3.81M +24,468 +2%
Asset Management One
147
Asset Management One
Japan
$247M -$1.59M -10,209 -0.6%
Public Sector Pension Investment Board (PSP Investments)
148
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$247M +$28.9M +185,960 +13%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$243M +$2.2M +14,142 +0.9%
SP
150
Sarasin & Partners
United Kingdom
$239M +$4.79M +30,816 +2%
4 5
6
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