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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$41.2B -$84.3M -532,155 -0.2%
BlackRock
2
BlackRock
New York
$30.4B -$6.61M -41,763 -0%
State Street
3
State Street
Massachusetts
$22.4B +$361M +2,277,065 +2%
Capital World Investors
4
Capital World Investors
California
$10.5B -$1.29B -8,122,178 -11%
Bank of America
5
Bank of America
North Carolina
$8.04B -$174M -1,100,198 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$7.67B -$443M -2,797,998 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.55B +$109M +687,571 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$7.27B +$126M +795,161 +2%
Morgan Stanley
9
Morgan Stanley
New York
$6.28B +$235M +1,481,841 +4%
Capital International Investors
10
Capital International Investors
California
$5.88B -$268M -1,695,231 -4%
Northern Trust
11
Northern Trust
Illinois
$5.79B -$100M -633,826 -2%
Capital Research Global Investors
12
Capital Research Global Investors
California
$5.55B -$44M -277,873 -0.8%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$5.29B -$25.4M -160,190 -0.5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.84B -$51.6M -325,682 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.82B +$786M +4,965,828 +19%
Wells Fargo
16
Wells Fargo
California
$4.12B -$102M -642,451 -2%
Norges Bank
17
Norges Bank
Norway
$4.09B -$141M -890,176 -3%
Ameriprise
18
Ameriprise
Minnesota
$3.61B +$76.9M +486,546 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$3.01B -$75.8M -478,464 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$2.93B -$144M -908,781 -5%
Charles Schwab
21
Charles Schwab
California
$2.82B +$43.3M +273,693 +2%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$2.77B -$64.6M -407,818 -2%
Franklin Resources
23
Franklin Resources
California
$2.65B +$189M +1,193,650 +8%
UBS Group
24
UBS Group
Switzerland
$2.53B -$36.6M -231,135 -1%
Deutsche Bank
25
Deutsche Bank
Germany
$2.3B -$28.6M -180,792 -1%
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