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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 %
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$235M +$7.32M +46,226 +3%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$233M +$57.2M +361,498 +33%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$230M +$91.5M +577,635 +66%
CB
154
Commerce Bank
Missouri
$226M +$865K +5,460 +0.4%
Los Angeles Capital Management
155
Los Angeles Capital Management
California
$225M +$29.5M +186,371 +15%
State of Tennessee, Department of Treasury
156
State of Tennessee, Department of Treasury
Tennessee
$224M -$24.3M -153,427 -10%
CI Investments Inc
157
CI Investments Inc
Ontario, Canada
$223M +$1.21M +7,684 +0.5%
JFL
158
Jarislowsky, Fraser Ltd
Quebec, Canada
$223M -$6.25M -39,499 -3%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$222M -$38.2M -241,920 -15%
Millennium Management
160
Millennium Management
New York
$221M -$17.2M -108,881 -7%
RFC
161
Regions Financial Corp
Alabama
$216M -$2.66M -16,802 -1%
RCAMU
162
Rothschild & Co Asset Management US
Connecticut
$213M -$3.32M -20,966 -2%
SP
163
Sarasin & Partners
United Kingdom
$213M -$23.4M -148,004 -10%
CWP
164
Capital Wealth Planning
Florida
$210M +$79.5M +501,971 +61%
AC
165
Alleghany Corporation
New York
$209M – – –
GT
166
Glenmede Trust
Pennsylvania
$208M +$8.56M +54,040 +4%
Treasurer of the State of North Carolina
167
Treasurer of the State of North Carolina
North Carolina
$200M -$495K -3,124 -0.2%
DC
168
Davenport & Co
Virginia
$198M -$5.58M -35,251 -3%
EIP
169
Epoch Investment Partners
New York
$193M +$2.57M +16,209 +1%
SC
170
Scotia Capital
Ontario, Canada
$190M +$8.33M +52,613 +5%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$188M +$8.83M +55,744 +5%
AAMU
172
AEGON Asset Management (UK)
United Kingdom
$187M -$310K -1,959 -0.2%
HA
173
Homestead Advisers
Virginia
$186M -$1.39M -8,800 -0.7%
CIBC World Market
174
CIBC World Market
Ontario, Canada
$184M +$1.3M +8,238 +0.7%
Mariner
175
Mariner
Kansas
$179M +$26.8M +168,958 +18%
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