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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 %
CIM
201
CCLA Investment Management
United Kingdom
$136M +$8M +52,524 +6%
NIPH
202
NN Investment Partners Holdings
Netherlands
$134M +$3.17M +20,844 +2%
Viking Global Investors
203
Viking Global Investors
Connecticut
$133M -$1.15B -7,584,658 -90%
DWA
204
Douglass Winthrop Advisors
New York
$131M -$2.4M -15,790 -2%
FMI
205
Factory Mutual Insurance
Massachusetts
$131M -$3.53M -23,169 -3%
ASRS
206
Arizona State Retirement System
Arizona
$131M -$7.05M -46,315 -5%
Comerica Bank
207
Comerica Bank
Texas
$130M -$6.07M -40,404 -4%
MWNA
208
Marshall Wace North America
New York
$129M -$20.2M -132,632 -14%
ProShare Advisors
209
ProShare Advisors
Maryland
$129M +$16.1M +105,768 +14%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$128M +$7.12M +46,744 +6%
Mariner
211
Mariner
Kansas
$127M -$1.4M -9,228 -1%
PCA
212
Personal Capital Advisors
California
$127M +$8.46M +55,560 +7%
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$127M +$14.5M +95,063 +13%
WHG
214
Westwood Holdings Group
Texas
$125M -$69M -453,516 -36%
ASC
215
Atalanta Sosnoff Capital
New York
$124M +$34.5M +226,806 +38%
ACM
216
Argent Capital Management
Missouri
$120M -$2.5M -16,435 -2%
ZIM
217
Zacks Investment Management
Illinois
$118M -$3.68M -24,177 -3%
GG
218
Gofen & Glossberg
Illinois
$117M +$327K +2,146 +0.3%
SOMRS
219
State of Michigan Retirement System
Michigan
$117M -$107K -700 -0.1%
Handelsbanken Fonder
220
Handelsbanken Fonder
Sweden
$113M +$3.77M +24,772 +3%
NIG
221
NFJ Investment Group
Texas
$112M +$112M +736,823 New
CCMG
222
Clark Capital Management Group
Pennsylvania
$112M -$4.72M -31,015 -4%
MIM
223
MetLife Investment Management
New Jersey
$111M -$1.99M -13,102 -2%
UCFA
224
United Capital Financial Advisors
Texas
$109M -$1.44M -9,458 -1%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$108M +$7.85M +51,599 +8%
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