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JPMorgan Chase
JPM

Overview Fund Activity

3,225 hedge funds and large institutions have $370B invested in JPMorgan Chase in 2021 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,494 increasing their positions, 1,279 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,225
Holders Change
+25
Holders Change %
+0.78%
% of All Funds
56.3%
Holding in Top 10
598
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-12.95%
% of All Funds
10.44%
New
152
Increased
1,494
Reduced
1,279
Closed
87
Calls
$5.9B
Puts
$8.53B
Net Calls
-$2.63B
Net Calls Change
-$537M

Top Buyers

1
MMA
1
Mizuho Markets Americas
New York
$270M
2
Macquarie Group
2
Macquarie Group
Australia
$392M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$1.12B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.58B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$466M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$11.1B
2
Franklin Resources
2
Franklin Resources
California
$2.13B
3
Bank of America
3
Bank of America
North Carolina
$7.9B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.02B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1
WestEnd Advisors
North Carolina
$41.7B -$43.9M -288,304 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$41B +$47.9M +308,017 +0.1%
BlackRock
3
BlackRock
New York
$30.7B -$176M -1,134,531 -0.6%
State Street
4
State Street
Massachusetts
$22B -$24.2M -155,844 -0.1%
Capital World Investors
5
Capital World Investors
California
$11.1B -$1.23B -7,906,439 -10%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$8.02B -$692M -4,450,061 -8%
Bank of America
7
Bank of America
North Carolina
$7.9B -$940M -6,042,060 -11%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$7.58B +$235M +1,513,407 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.22B +$176M +1,137,615 +3%
Capital Research Global Investors
10
Capital Research Global Investors
California
$6.57B -$488M -3,137,118 -7%
Capital International Investors
11
Capital International Investors
California
$6.15B +$187M +1,199,636 +3%
Northern Trust
12
Northern Trust
Illinois
$6.1B -$173M -1,113,746 -3%
Morgan Stanley
13
Morgan Stanley
New York
$5.96B +$79.4M +510,298 +1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$4.97B -$148M -949,057 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.85B +$116M +743,975 +2%
Norges Bank
16
Norges Bank
Norway
$4.42B +$133M +856,015 +3%
Wells Fargo
17
Wells Fargo
California
$4.08B -$93.9M -603,762 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.88B -$53M -341,001 -1%
Ameriprise
19
Ameriprise
Minnesota
$3.28B -$56.9M -365,809 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$3.03B -$138M -886,563 -4%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$2.96B -$406M -2,610,299 -12%
Legal & General Group
22
Legal & General Group
United Kingdom
$2.95B +$122M +783,781 +4%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$2.78B -$680M -4,368,994 -20%
UBS Group
24
UBS Group
Switzerland
$2.69B -$15M -96,666 -0.6%
Charles Schwab
25
Charles Schwab
California
$2.6B +$16.6M +106,907 +0.6%
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