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 %
BWA
2676
Bordeaux Wealth Advisors
California
$571K +$70.1K +450 +14%
SC
2677
Sierra Capital
Florida
$571K +$102K +654 +22%
APC
2678
Aspire Private Capital
North Carolina
$571K +$138K +885 +32%
HCA
2679
Heck Capital Advisors
Wisconsin
$571K +$8.09K +52 +1%
GM
2680
GeoWealth Management
Illinois
$569K +$65.2K +420 +13%
SC
2681
Solstein Capital
California
$569K +$265K +1,705 +87%
SIGI
2682
Susquehanna International Group (Ireland)
Ireland
$568K +$568K +3,652 New
SWK
2683
Stephen W. Kidder
$566K – – –
GWM
2684
Gitterman Wealth Management
New Jersey
$566K – – –
ADMI
2685
Albert D. Mason Inc
Massachusetts
$566K +$12.5K +80 +2%
MF
2686
Montis Financial
Massachusetts
$565K -$5.44K -35 -1%
BEI
2687
Benjamin Edwards Inc
Missouri
$564K -$208K -1,341 -27%
YIH
2688
Y-Intercept (HK)
Hong Kong
$564K +$564K +3,623 New
RBCM
2689
Raub Brock Capital Management
California
$563K +$10.3K +66 +2%
EA
2690
Elm Advisors
California
$562K – – –
CL
2691
CIM LLC
New York
$561K -$18.4K -117 -3%
ETC
2692
Exchange Traded Concepts
Oklahoma
$558K -$2.05M -13,207 -79%
PP
2693
Patron Partners
Texas
$558K -$156K -1,006 -22%
PC
2694
Permit Capital
Pennsylvania
$558K -$100K -645 -15%
FCM
2695
Firestone Capital Management
Florida
$558K +$156 +1 +0%
SOW
2696
State of Wyoming
Wyoming
$558K +$147K +946 +36%
SNBOSCI
2697
Security National Bank of Sioux City Iowa
Iowa
$558K +$162K +1,043 +41%
TFF
2698
The Family Firm
Maryland
$557K -$9.8K -63 -2%
SPWG
2699
Sage Private Wealth Group
Illinois
$557K +$934 +6 +0.2%
TPW
2700
Tiller Private Wealth
Pennsylvania
$557K +$3.42K +22 +0.6%
106 107
108
109 110