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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 %
RWM
2526
Reston Wealth Management
Virginia
$786K +$6.69K +43 +0.9%
APW
2527
Austin Private Wealth
Texas
$784K -$47.4K -305 -6%
CWM
2528
Centric Wealth Management
Illinois
$782K -$52.6K -338 -6%
GA
2529
Greenhaven Associates
New York
$778K – – –
FCFS
2530
First Command Financial Services
Texas
$775K -$24.9K -160 -3%
FCB
2531
First Command Bank
Texas
$775K -$24.9K -160 -3%
GWM
2532
Gray Wealth Management
Maine
$774K -$9.8K -63 -1%
SWA
2533
Sax Wealth Advisors
New Jersey
$774K +$9.34K +60 +1%
CAM
2534
Concorde Asset Management
Michigan
$770K -$243K -1,516 -24%
BIMC
2535
Benson Investment Management Company
Virginia
$770K – – –
MMC
2536
Mizuho Markets Cayman
Cayman Islands
$768K -$317K -2,036 -29%
DIM
2537
Delta Investment Management
California
$765K +$156 +1 +0%
LSWM
2538
Lorne Steinberg Wealth Management
Canada
$764K +$37.3K +240 +5%
HA
2539
HYA Advisors
Missouri
$763K -$29.7K -191 -4%
LAM
2540
LifePro Asset Management
California
$763K – – –
SRSA
2541
S.R. Schill & Associates
Washington
$760K – – –
ACA
2542
Affinity Capital Advisors
California
$759K -$32.5K -209 -4%
CPSC
2543
Carl P. Sherr & Co
Massachusetts
$758K +$7.78K +50 +1%
FP
2544
Financial Perspectives
Minnesota
$754K -$117M -749,145 -99%
WDG
2545
Wealth Dimensions Group
Ohio
$754K -$41.5K -267 -5%
HPC
2546
Hobart Private Capital
North Carolina
$751K -$69.8K -449 -9%
GWSG
2547
GPS Wealth Strategies Group
Colorado
$751K +$94.4K +607 +14%
MTC
2548
McDaniel Terry & Co
Texas
$750K – – –
TWM
2549
TriaGen Wealth Management
California
$749K -$34.9K -230 -4%
WCM
2550
Wedge Capital Management
North Carolina
$745K -$200K -1,288 -21%
100 101
102
103 104