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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 %
JWBC
176
John W. Bristol & Co
New York
$170M -$906K -5,949 -0.5%
GIA
177
Gateway Investment Advisers
Ohio
$169M -$5.63M -36,998 -3%
Natixis Advisors
178
Natixis Advisors
Massachusetts
$169M +$3.68M +24,193 +2%
DnB Asset Management
179
DnB Asset Management
Norway
$163M +$20.1M +131,789 +14%
SC
180
Scotia Capital
Ontario, Canada
$162M +$10.3M +67,617 +7%
SC
181
Sculptor Capital
New York
$162M +$162M +1,066,065 New
First Trust Advisors
182
First Trust Advisors
Illinois
$161M +$20.4M +133,903 +14%
AA
183
ALPS Advisors
Colorado
$157M +$1.52K +10 +0%
Mitsubishi UFJ Asset Management
184
Mitsubishi UFJ Asset Management
Japan
$155M +$16.1M +105,897 +12%
PP
185
Prudential plc
United Kingdom
$154M -$6.13M -40,241 -4%
BTW
186
Boston Trust Walden
Massachusetts
$154M +$14.3M +94,239 +10%
Calamos Advisors
187
Calamos Advisors
Illinois
$154M +$1.74M +11,412 +1%
HIIFS
188
Harel Insurance Investments & Financial Services
Israel
$153M -$11.1K -70 -0%
Diamond Hill Capital Management
189
Diamond Hill Capital Management
Ohio
$152M -$115M -752,414 -43%
Osaic Holdings
190
Osaic Holdings
Arizona
$152M +$5.46M +35,845 +4%
MIFH
191
Migdal Insurance & Financial Holdings
Israel
$149M +$12.6M +82,700 +9%
AIM
192
Artemis Investment Management
United Kingdom
$148M -$5.55M -36,449 -4%
ACI
193
AMP Capital Investors
Australia
$147M +$3.4M +22,319 +2%
Macquarie Group
194
Macquarie Group
Australia
$144M -$9.42M -61,910 -6%
JAM
195
Jupiter Asset Management
United Kingdom
$143M +$64.2M +421,650 +82%
FAF
196
Fjarde Ap-fonden
Sweden
$142M +$883K +5,800 +0.6%
DLA
197
Douglas Lane & Associates
New York
$141M -$813K -5,338 -0.6%
AACR
198
ACR Alpine Capital Research
Missouri
$140M -$3.94M -25,899 -3%
BFS
199
Bradley Foster & Sargent
Connecticut
$139M +$11.4K +75 +0%
PI
200
PineBridge Investments
New York
$138M -$7.47M -49,079 -5%
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