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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
Royal Bank of Canada
Ontario, Canada
$4.82B
2
GQG Partners
GQG Partners
Florida
$807M
3
Renaissance Technologies
Renaissance Technologies
New York
$529M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$744M
5
State Street
State Street
Massachusetts
$22.4B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$10.5B
2
Lazard Asset Management
Lazard Asset Management
New York
$96.1M
3
UBS AM
UBS AM
Illinois
$2.03B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$7.67B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
201
Federated Hermes
Pennsylvania
$145M -$1.64M -10,370 -1%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$140M -$297M -1,878,479 -68%
ASC
203
Atalanta Sosnoff Capital
New York
$138M +$7.88M +49,774 +6%
AACR
204
ACR Alpine Capital Research
Missouri
$136M -$3.18M -20,068 -2%
AIG
205
American International Group
New York
$135M -$662K -4,181 -0.5%
MIFH
206
Migdal Insurance & Financial Holdings
Israel
$133M -$7.65M -48,329 -5%
CLOS
207
Compagnie Lombard Odier SCmA
Switzerland
$130M +$7.08M +44,722 +6%
ASRS
208
Arizona State Retirement System
Arizona
$130M -$4.08M -25,755 -3%
FAF
209
Fjarde Ap-fonden
Sweden
$128M -$10.3M -65,100 -7%
ZIM
210
Zacks Investment Management
Illinois
$127M +$2.33M +14,738 +2%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$127M +$8.38M +52,948 +7%
DWA
212
Douglass Winthrop Advisors
New York
$126M -$2.63M -16,604 -2%
AB
213
Amalgamated Bank
New York
$126M -$2.06M -13,040 -2%
RG
214
Rathbones Group
United Kingdom
$125M +$11M +69,764 +10%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$123M +$4.85M +30,599 +4%
ACM
216
Argent Capital Management
Missouri
$122M -$644K -4,066 -0.5%
PI
217
PineBridge Investments
New York
$121M +$704K +4,446 +0.6%
GG
218
Gofen & Glossberg
Illinois
$119M -$1.07M -6,736 -0.9%
UIM
219
USS Investment Management
United Kingdom
$119M – – –
NIG
220
NFJ Investment Group
Texas
$119M +$1.14M +7,227 +1%
SOMRS
221
State of Michigan Retirement System
Michigan
$118M -$998K -6,300 -0.8%
JHP
222
James Hambro & Partners
United Kingdom
$115M +$4.24M +26,749 +4%
UCFA
223
United Capital Financial Advisors
Texas
$115M -$253K -1,597 -0.2%
QP
224
Quilter Plc
United Kingdom
$114M +$12.5M +77,096 +12%
SC
225
Sculptor Capital
New York
$114M -$89M -561,869 -44%
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