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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 %
MCIA
2701
Mountain Capital Investment Advisors
Colorado
$555K -$135K -896 -20%
FSC
2702
Full Sail Capital
Oklahoma
$555K -$25.8K -166 -4%
CWM
2703
Cranbrook Wealth Management
Michigan
$552K -$5.75K -37 -1%
TIM
2704
Total Investment Management
Arizona
$551K +$94.2K +606 +21%
NIC
2705
Northwest Investment Counselors
Oregon
$548K -$13.9K -89 -2%
LAI
2706
Legal Advantage Investments
California
$548K – – –
MWM
2707
MinichMacGregor Wealth Management
New York
$547K -$11.3K -73 -2%
FSG
2708
Financial Strategies Group
Michigan
$547K +$122K +786 +29%
MHI
2709
Miller Howard Investments
New York
$547K +$547K +3,518 New
SLA
2710
Silver Lake Advisory
Utah
$546K -$6.11K -40 -1%
CHA
2711
Cooper/Haims Advisors
New York
$545K +$167K +1,070 +44%
PHK
2712
Point72 Hong Kong
Hong Kong
$544K -$502K -3,226 -48%
FRM
2713
Fox Run Management
Connecticut
$543K -$331K -2,124 -38%
DCM
2714
Dimension Capital Management
Florida
$543K -$11.5K -74 -2%
LB
2715
Leo Brokerage
Texas
$540K +$31.6K +203 +6%
FWM
2716
FFT Wealth Management
Pennsylvania
$536K +$536K +3,445 New
SWG
2717
Summit Wealth Group
Vermont
$533K +$3.89K +25 +0.7%
IGGA
2718
Iron Gate Global Advisors
Utah
$533K +$46.2K +297 +9%
HHAM
2719
HITE Hedge Asset Management
Massachusetts
$528K – – –
MWM
2720
Mascoma Wealth Management
New Hampshire
$527K +$40.3K +259 +8%
CIA
2721
Cascade Investment Advisors
Oregon
$525K -$19.3K -124 -4%
OFS
2722
Oldfather Financial Services
Nebraska
$523K -$320K -2,014 -38%
BFS
2723
Bickling Financial Services
Massachusetts
$522K +$31.4K +202 +6%
CRCM
2724
Corbett Road Capital Management
Virginia
$521K -$88.1K -566 -14%
TC
2725
Tatro Capital
Kentucky
$518K -$201K -1,290 -28%
107 108
109
110 111