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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 %
Allspring Global Investments
126
Allspring Global Investments
North Carolina
$277M +$277M +1,751,712 New
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$277M -$5.11M -32,280 -2%
Pzena Investment Management
128
Pzena Investment Management
New York
$276M +$4.46M +28,183 +2%
CCM
129
Cullen Capital Management
New York
$275M -$1.25M -7,883 -0.5%
First Trust Advisors
130
First Trust Advisors
Illinois
$274M +$40.9M +258,123 +18%
William Blair & Company
131
William Blair & Company
Illinois
$274M +$11.3M +71,192 +4%
MMA
132
Mizuho Markets Americas
New York
$272M -$4.32M -27,300 -2%
Retirement Systems of Alabama
133
Retirement Systems of Alabama
Alabama
$266M -$10.5M -66,238 -4%
PAMS
134
Pictet Asset Management (Switzerland)
Switzerland
$262M -$34.4M -217,235 -12%
Aviva
135
Aviva
United Kingdom
$262M +$241K +1,525 +0.1%
Victory Capital Management
136
Victory Capital Management
Texas
$251M -$45.8M -289,057 -15%
Public Sector Pension Investment Board (PSP Investments)
137
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$249M -$60.4M -381,260 -20%
Royal London Asset Management
138
Royal London Asset Management
United Kingdom
$247M -$33.7M -212,973 -12%
Rafferty Asset Management
139
Rafferty Asset Management
New York
$246M +$19.6M +123,572 +9%
Aberdeen Group
140
Aberdeen Group
United Kingdom
$246M -$243M -1,535,268 -50%
Marshall Wace
141
Marshall Wace
United Kingdom
$242M +$227M +1,435,816 +1,512%
HTC
142
Haverford Trust Company
Pennsylvania
$242M -$388K -2,448 -0.2%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$242M +$7.69M +48,585 +3%
AS
144
Altshuler Shaham
Israel
$241M -$41.2M -260,121 -15%
KBC Group
145
KBC Group
Belgium
$240M -$223M -1,407,244 -48%
Asset Management One
146
Asset Management One
Japan
$239M -$2.42M -15,267 -1%
SO
147
STRS Ohio
Ohio
$238M -$3.31M -20,922 -1%
PAM
148
Panagora Asset Management
Massachusetts
$238M -$28.3M -178,741 -11%
BWA
149
Brave Warrior Advisors
New York
$237M -$28M -177,133 -11%
Mitsubishi UFJ Asset Management
150
Mitsubishi UFJ Asset Management
Japan
$236M +$30.4M +188,089 +15%
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6
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