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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 %
Los Angeles Capital Management
151
Los Angeles Capital Management
California
$220M +$42.6M +279,851 +24%
PAM
152
Panagora Asset Management
Massachusetts
$220M -$33.9M -222,568 -13%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$218M +$6.46M +42,411 +3%
Public Sector Pension Investment Board (PSP Investments)
154
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$213M -$12.4M -81,590 -6%
AAMU
155
AEGON Asset Management (UK)
United Kingdom
$211M +$24.3M +159,705 +13%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$209M +$3.88M +25,512 +2%
Aviva
157
Aviva
United Kingdom
$208M -$7.63M -50,137 -4%
CB
158
Commerce Bank
Missouri
$208M +$4.09M +26,886 +2%
CI Investments Inc
159
CI Investments Inc
Ontario, Canada
$207M -$11M -71,976 -5%
RCAMU
160
Rothschild & Co Asset Management US
Connecticut
$204M -$33.9M -222,510 -14%
AC
161
Alleghany Corporation
New York
$201M +$61.9M +406,377 +45%
EIP
162
Epoch Investment Partners
New York
$198M +$14.6M +96,185 +8%
Treasurer of the State of North Carolina
163
Treasurer of the State of North Carolina
North Carolina
$196M +$1.07M +7,010 +0.5%
GT
164
Glenmede Trust
Pennsylvania
$196M +$13M +85,704 +7%
Federated Hermes
165
Federated Hermes
Pennsylvania
$192M -$167M -1,097,307 -47%
DC
166
Davenport & Co
Virginia
$187M -$28.2M -185,055 -13%
HA
167
Homestead Advisers
Virginia
$185M -$9.44M -62,000 -5%
Dodge & Cox
168
Dodge & Cox
California
$183M -$1.67B -10,954,367 -90%
CBT
169
Capital Bank & Trust
California
$180M +$2.2M +14,473 +1%
Nomura Asset Management
170
Nomura Asset Management
Japan
$179M -$16.5M -108,210 -8%
Skandinaviska Enskilda Banken (SEB)
171
Skandinaviska Enskilda Banken (SEB)
Sweden
$179M +$13M +85,164 +8%
EAM
172
Eagle Asset Management
Florida
$177M +$118M +768,478 +201%
CII
173
Capital International Inc
California
$176M -$19.6M -128,637 -10%
C
174
Consulta
United Kingdom
$175M -$129M -850,000 -43%
AGDR
175
AdamCapital Gestao de Recursos
Brazil
$171M -$59.1M -388,415 -26%
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