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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 %
TCM
2601
Triumph Capital Management
Colorado
$657K +$657K +4,234 New
FCIM
2602
Fairview Capital Investment Management
California
$656K +$15.7K +101 +2%
MFW
2603
Mosaic Family Wealth
Missouri
$655K +$4.04K +26 +0.6%
EIA
2604
Edgemoor Investment Advisors
Maryland
$654K – – –
CA
2605
CGN Advisors
Kansas
$654K +$56.3K +362 +9%
IFO
2606
Independent Family Office
New York
$652K +$214K +1,302 +49%
FMI
2607
F/M Investments
District of Columbia
$651K -$237K -1,523 -27%
MHR
2608
Matthew Hamilton Rosenberg
$647K +$33.4K +215 +5%
CPC
2609
Consolidated Planning Corp
Georgia
$645K +$2.64K +17 +0.4%
CG
2610
Corundum Group
Colorado
$641K -$72.5K -466 -10%
HIS
2611
Harvest Investment Services
Illinois
$638K +$35.9K +231 +6%
AC
2612
Annandale Capital
Texas
$635K +$9.65K +62 +2%
TIM
2613
Tortoise Investment Management
New York
$634K -$128K -825 -17%
BCP
2614
Berkeley Capital Partners
Georgia
$634K -$17.6K -113 -3%
MAM
2615
Mark Asset Management
New York
$634K -$7.16K -46 -1%
NWS
2616
Newport Wealth Strategies
California
$634K +$155 +1 +0%
TI
2617
Truehand Inc
New Hampshire
$633K – – –
DW
2618
Domani Wealth
Pennsylvania
$633K +$1.09K +7 +0.2%
TF
2619
TRH Financial
Iowa
$632K -$90.5K -582 -13%
CL
2620
COWA LLC
Oklahoma
$630K -$137K -875 -18%
GSIS
2621
Global Strategic Investment Solutions
Arizona
$630K +$80.7K +519 +15%
SCM
2622
Stonehearth Capital Management
Massachusetts
$628K +$20.1K +129 +3%
WAM
2623
WNY Asset Management
New York
$627K +$466 +3 +0.1%
WCM
2624
Washburn Capital Management
Florida
$625K +$171K +1,102 +38%
RCM
2625
Ratan Capital Management
Florida
$622K – – –
103 104
105
106 107