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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
Mizuho Markets Americas
New York
+$270M
2
Macquarie Group
Macquarie Group
Australia
+$245M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$239M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$235M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.23B
2
Franklin Resources
Franklin Resources
California
-$1.08B
3
Bank of America
Bank of America
North Carolina
-$940M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$692M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$680M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
2476
Perritt Capital Management
Illinois
$854K -$191K -1,229 -18%
HAIM
2477
Hunter Associates Investment Management
Pennsylvania
$852K -$1M -6,450 -54%
SNB
2478
Security National Bank
Nebraska
$851K – – –
EWP
2479
Engrave Wealth Partners
Texas
$848K +$234K +1,504 +38%
LF
2480
Lantz Financial
Illinois
$847K -$23.3K -150 -3%
ESCM
2481
Echo Street Capital Management
New York
$845K +$639K +4,105 +310%
LC
2482
Lindbrook Capital
California
$842K -$95.3K -613 -10%
SFP
2483
Sandbox Financial Partners
Maryland
$841K +$4.05K +26 +0.5%
CAM
2484
Costello Asset Management
Pennsylvania
$840K -$3.11K -20 -0.4%
OFW
2485
Omnia Family Wealth
Florida
$840K +$5.45K +35 +0.7%
WC
2486
Westhampton Capital
North Carolina
$839K +$158K +1,015 +23%
BWA
2487
Burt Wealth Advisors
Maryland
$838K – – –
PCMC
2488
Paragon Capital Management (Colorado)
Colorado
$837K +$622 +4 +0.1%
JPG
2489
Jordan Park Group
California
$834K +$6.85K +44 +0.8%
MTCM
2490
Mint Tower Capital Management
Netherlands
$834K +$834K +5,361 New
Harris Associates
2491
Harris Associates
Illinois
$830K – – –
EBSAM
2492
Eubel Brady & Suttman Asset Management
Ohio
$828K -$828K -5,436 -50%
PIM
2493
Profit Investment Management
Maryland
$828K – – –
AC
2494
Apella Capital
Connecticut
$825K +$54.6K +351 +7%
FA
2495
Faithward Advisors
Pennsylvania
$824K -$93.3K -600 -10%
GIP
2496
Greatmark Investment Partners
Georgia
$820K -$25.5K -164 -3%
CCM
2497
Carlson Capital Management
Minnesota
$819K +$17.3K +111 +2%
OR
2498
Olympiad Research
Connecticut
$818K -$74.4K -478 -8%
AssetMark Inc
2499
AssetMark Inc
California
$817K +$23.9K +154 +3%
ME
2500
McIlrath & Eck
Washington
$815K +$20.7K +133 +3%
98 99
100
101 102