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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$40B +$2.99B +19,660,380 +8%
BlackRock
2
BlackRock
New York
$30.2B +$881M +5,785,765 +3%
State Street
3
State Street
Massachusetts
$21.6B +$997M +6,547,114 +5%
Capital World Investors
4
Capital World Investors
California
$12.1B -$211M -1,387,469 -2%
Bank of America
5
Bank of America
North Carolina
$8.65B +$702M +4,612,343 +9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$8.53B -$342M -2,249,545 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$7.19B +$1.34B +8,791,666 +23%
Capital Research Global Investors
8
Capital Research Global Investors
California
$6.91B +$1.17B +7,690,849 +20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.9B +$140M +925,022 +2%
Northern Trust
10
Northern Trust
Illinois
$6.14B -$129M -846,459 -2%
Capital International Investors
11
Capital International Investors
California
$5.83B +$422M +2,769,555 +8%
Morgan Stanley
12
Morgan Stanley
New York
$5.75B -$217M -1,428,724 -4%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$5B -$292M -1,917,942 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.63B +$91.7M +602,639 +2%
Norges Bank
15
Norges Bank
Norway
$4.19B -$2.17M -14,237 -0.1%
Wells Fargo
16
Wells Fargo
California
$4.09B -$152M -1,001,387 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.85B +$232M +1,526,252 +6%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$3.39B -$1.22B -8,019,909 -26%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$3.3B +$27.2M +178,676 +0.8%
Ameriprise
20
Ameriprise
Minnesota
$3.27B -$81.1M -532,686 -2%
Franklin Resources
21
Franklin Resources
California
$3.14B -$987M -6,481,744 -24%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$3.1B +$3.37M +22,106 +0.1%
Legal & General Group
23
Legal & General Group
United Kingdom
$2.77B -$34M -223,534 -1%
UBS Group
24
UBS Group
Switzerland
$2.65B -$66M -433,614 -2%
Charles Schwab
25
Charles Schwab
California
$2.53B -$12M -78,808 -0.5%
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