JPM icon

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 %
FVWA
2501
Foster Victor Wealth Advisors
South Carolina
$814K -$155 -1 -0%
RW
2502
Rede Wealth
Virginia
$814K +$156 +1 +0%
SFG
2503
SNS Financial Group
Minnesota
$813K -$28K -180 -3%
FMN
2504
Financial Management Network
California
$811K – – –
1CP
2505
17 Capital Partners
Arizona
$810K +$810K +5,205 New
APW
2506
Aurora Private Wealth
New Jersey
$809K +$4.05K +26 +0.5%
EW
2507
Element Wealth
Mississippi
$808K +$10.9K +70 +1%
FC
2508
Financial Consulate
Maryland
$807K – – –
HCM
2509
Hutchinson Capital Management
California
$807K +$3.89K +25 +0.5%
STB
2510
S&T Bank
Pennsylvania
$807K +$14.6K +94 +2%
SPI
2511
Santori & Peters Inc
Pennsylvania
$803K -$5.91K -38 -0.7%
MWPCG
2512
Measured Wealth Private Client Group
New Hampshire
$801K +$2.02K +13 +0.3%
RWI
2513
Red Wave Investments
Pennsylvania
$801K +$19.3K +124 +2%
GPWA
2514
Great Point Wealth Advisors
Massachusetts
$800K – – –
SAM
2515
Seelaus Asset Management
New Jersey
$796K – – –
MIC
2516
Meridian Investment Counsel
California
$795K -$241K -1,550 -23%
AFG
2517
Arkansas Financial Group
Arkansas
$794K -$20.5K -132 -3%
Financial Engines Advisors
2518
Financial Engines Advisors
California
$793K -$109K -701 -12%
WDA
2519
Wendell David Associates
New Hampshire
$793K +$19K +122 +2%
RWA
2520
Redhawk Wealth Advisors
Minnesota
$792K +$137K +878 +21%
NWA
2521
Navis Wealth Advisors
New York
$791K +$2.02K +13 +0.3%
HCP
2522
Hexagon Capital Partners
Arkansas
$790K -$114K -731 -13%
SIM
2523
Sadoff Investment Management
Wisconsin
$790K – – –
VFPI
2524
Vantage Financial Partners (Illinois)
Illinois
$789K +$31.1K +200 +4%
CF
2525
Copperwynd Financial
Arizona
$788K +$5.44K +35 +0.7%
99 100
101
102 103