JPMorgan Chase
JPM
3,589 hedge funds and large institutions have $329B invested in JPMorgan Chase in 2021 Q4 according to their latest regulatory filings, with 495 funds opening new positions, 1,591 increasing their positions, 1,168 reducing their positions, and 88 closing their positions.
463% more first-time investments, than exits
New positions opened: 495 | Existing positions closed: 88
36% more repeat investments, than reductions
Existing positions increased: 1,591 | Existing positions reduced: 1,168
11% more funds holding
Funds holding: 3,233 → 3,589 (+356)
0.67% more ownership
Funds ownership: 69.95% → 70.62% (+0.67%)
15% less capital invested
Capital invested by funds: $386B → $329B (-$56.9B)
22% less funds holding in top 10
Funds holding in top 10: 655 → 513 (-142)
44% less call options, than puts
Call options by funds: $5.34B | Put options by funds: $9.57B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$816M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$671M |
| 3 |
Renaissance Technologies
New York
|
+$515M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$407M |
| 5 |
State Street
Boston,
Massachusetts
|
+$374M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.33B |
| 2 |
Lazard Asset Management
New York
|
-$545M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$483M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$459M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$308M |
JPM Hedge Fund Activity: Q4 2021 in Review
3,589 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2021, worth a combined $329B — down 15% from $386B a quarter earlier.
Buyers outnumbered sellers: 495 funds opened new JPM positions and 88 closed out — a net gain of 407 holders — while 1,591 added to existing stakes and 1,168 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $816M. The largest seller was Capital World Investors, cutting an estimated $1.33B.
- 3,589 institutional investors held JPMorgan Chase (JPM) as of Q4 2021, up from 3,233 in Q3 2021.
- Funds reported $329B of JPMorgan Chase stock for Q4 2021, down 15% quarter-over-quarter.
- 495 funds opened new JPMorgan Chase positions in Q4 2021 and 88 closed out, a net change of +407 holders.
- The largest JPMorgan Chase buyer in Q4 2021 was Royal Bank of Canada, an estimated $816M added.
- The largest JPMorgan Chase seller in Q4 2021 was Capital World Investors, an estimated $1.33B sold.
Based on aggregated 13F filings for Q4 2021.