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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 %
SBH
226
Segall Bryant & Hamill
Illinois
$109M +$2.86M +18,351 +3%
MIM
227
MetLife Investment Management
New Jersey
$109M -$3.94M -25,345 -3%
CA
228
Capitolis Advisors
New York
$109M +$44.1M +283,492 +68%
PF
229
Phoenix Financial
Israel
$106M +$61.7M +396,758 +141%
JHP
230
James Hambro & Partners
United Kingdom
$105M +$1.73M +11,101 +2%
AIM
231
Artemis Investment Management
United Kingdom
$105M -$46.5M -298,755 -31%
BC
232
Bartlett & Co
Ohio
$105M +$265K +1,704 +0.3%
BCWM
233
Bartlett & Co Wealth Management
Ohio
$105M +$265K +1,704 +0.3%
FRAF
234
Första AP-fonden
Sweden
$105M +$10.4M +66,700 +11%
OAM
235
Oppenheimer Asset Management
New York
$104M +$339K +2,182 +0.3%
RG
236
Rathbones Group
United Kingdom
$104M +$16.3M +104,923 +19%
FI
237
Focused Investors
California
$103M -$2.5M -16,100 -2%
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$103M -$905K -5,821 -0.9%
OPERF
239
Oregon Public Employees Retirement Fund
Oregon
$103M +$63.6M +408,909 +162%
Jane Street
240
Jane Street
New York
$102M +$63.8M +410,033 +168%
MIFH
241
Migdal Insurance & Financial Holdings
Israel
$102M -$50.8M -326,669 -33%
Handelsbanken Fonder
242
Handelsbanken Fonder
Sweden
$101M -$14.4M -92,828 -12%
SEI Investments
243
SEI Investments
Pennsylvania
$101M -$12.2M -78,537 -11%
MA
244
MUFG Americas
New York
$98.9M +$2.7M +17,357 +3%
ERSOT
245
Employees Retirement System of Texas
Texas
$97.1M -$1.77M -11,404 -2%
TF
246
TIAA FSB
Florida
$96.4M -$2.15M -13,834 -2%
PI
247
PGGM Investments
Netherlands
$96.1M +$7.93M +51,007 +9%
Dodge & Cox
248
Dodge & Cox
California
$95.1M -$91.5M -588,458 -49%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$94.6M -$573K -3,687 -0.6%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$94.2M – – –
8 9
10
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