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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 %
EAM
176
Eagle Asset Management
Florida
$179M +$358K +2,259 +0.2%
CGPCS
177
Capital Group Private Client Services
California
$177M -$4.34M -27,401 -2%
Osaic Holdings
178
Osaic Holdings
Arizona
$175M +$7.92M +49,933 +5%
BTW
179
Boston Trust Walden
Massachusetts
$175M +$7.79M +49,197 +5%
AII
180
AGF Investments Inc
Ontario, Canada
$174M -$18M -113,595 -9%
GC
181
Guggenheim Capital
Illinois
$172M +$109M +686,222 +170%
JWBC
182
John W. Bristol & Co
New York
$171M -$1.82M -11,519 -1%
GIA
183
Gateway Investment Advisers
Ohio
$171M -$3M -18,929 -2%
ProShare Advisors
184
ProShare Advisors
Maryland
$170M +$27.8M +175,433 +19%
Calamos Advisors
185
Calamos Advisors
Illinois
$166M -$28.5M -179,722 -15%
TWC
186
TD Waterhouse Canada
Ontario, Canada
$165M +$165M +916,803 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$164M +$11M +69,308 +7%
Nomura Asset Management
188
Nomura Asset Management
Japan
$164M +$21.6M +136,524 +15%
PA
189
Paralel Advisors
Colorado
$163M +$163M +1,028,000 New
CII
190
Capital International Inc
California
$159M +$29.2M +184,140 +22%
SCM
191
Smead Capital Management
Arizona
$158M +$28.2M +178,160 +22%
AIM
192
Artemis Investment Management
United Kingdom
$155M -$65.4M -413,314 -30%
IG
193
ING Group
Netherlands
$154M +$108M +684,136 +238%
NAM
194
Nissay Asset Management
Japan
$150M +$13.1M +82,952 +10%
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$149M -$2.54M -17,086 -2%
BFS
196
Bradley Foster & Sargent
Connecticut
$147M +$2.86M +18,031 +2%
NIPH
197
NN Investment Partners Holdings
Netherlands
$147M -$8.68M -54,834 -6%
PCA
198
Personal Capital Advisors
California
$146M +$3.06M +19,302 +2%
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
$146M -$13M -81,848 -8%
DLA
200
Douglas Lane & Associates
New York
$145M -$585K -3,692 -0.4%
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