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 %
CWP
2626
Curated Wealth Partners
California
$620K -$113K -726 -15%
SAM
2627
S.A. Mason
Michigan
$620K +$1.56K +10 +0.3%
HI
2628
Harrington Investments
California
$619K -$34.2K -220 -5%
EA
2629
Emerald Advisors
Washington
$618K -$309K -1,990 -33%
UWPG
2630
Ullmann Wealth Partners Group
Florida
$618K – – –
RCM
2631
Requisite Capital Management
Texas
$617K – – –
FA
2632
Financial Advisors
Massachusetts
$617K – – –
AI
2633
Atom Investors
Texas
$617K +$86.3K +555 +16%
HCM
2634
Hutner Capital Management
Vermont
$616K -$45.9K -295 -7%
PCFFS
2635
Pacific Center for Financial Services
California
$616K +$3.27K +21 +0.5%
NG
2636
Northstar Group
New York
$616K +$7.77K +50 +1%
DE
2637
Day & Ennis
Georgia
$614K -$2.95K -19 -0.5%
BWLSA
2638
Blue Water Life Science Advisors
California
$613K +$535K +12,000 +681%
CFA
2639
Cahill Financial Advisors
Minnesota
$612K -$5.44K -35 -0.9%
TSS
2640
Thomas Story & Son
Indiana
$610K – – –
FI
2641
Fosun International
China
$610K +$98.6K +640 +19%
SICM
2642
Sustainable Insight Capital Management
New York
$608K -$31.9K -205 -5%
SSA
2643
South Street Advisors
New York
$608K +$31.1K +200 +5%
PCC
2644
Park Circle Company
Maryland
$607K – – –
PWS
2645
Private Wealth Strategies
Ohio
$607K +$101K +650 +20%
FWM
2646
Filbrandt Wealth Management
Wisconsin
$605K -$156 -1 -0%
BAM
2647
Beaumont Asset Management
Texas
$605K +$27.1K +174 +5%
RHBC
2648
R.H. Bluestein & Co
Michigan
$603K -$311K -2,000 -34%
MA
2649
Mosaic Advisors
Texas
$603K -$6.22K -40 -1%
ACWM
2650
Adams Chetwood Wealth Management
North Carolina
$602K +$10.4K +67 +2%
104 105
106
107 108