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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
1
Mizuho Markets Americas
New York
$270M
2
Macquarie Group
2
Macquarie Group
Australia
$392M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$1.12B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.58B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$466M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$11.1B
2
Franklin Resources
2
Franklin Resources
California
$2.13B
3
Bank of America
3
Bank of America
North Carolina
$7.9B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.02B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Whittier Trust
California
$94M +$1.05M +6,729 +1%
QP
252
Quilter Plc
United Kingdom
$93.4M +$4.1M +26,334 +5%
Kovitz Investment Group Partners
253
Kovitz Investment Group Partners
Illinois
$92.8M +$7.32M +47,069 +9%
WJWM
254
Williams Jones Wealth Management
New York
$92.3M +$1.34M +8,647 +1%
TG
255
TCW Group
California
$91.2M -$7.1M -45,632 -7%
Creative Planning
256
Creative Planning
Kansas
$91M -$3.14M -20,174 -3%
FDCDDQ
257
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.6M +$3.33M +21,432 +4%
Cambridge Investment Research Advisors
258
Cambridge Investment Research Advisors
Iowa
$90.5M +$7.22M +46,397 +9%
WGAM
259
Wilkinson Global Asset Management
New York
$90.1M +$1.11M +7,136 +1%
URS
260
Utah Retirement Systems
Utah
$89.2M -$1.32M -8,500 -1%
IG
261
ING Group
Netherlands
$88.9M +$53.9M +346,580 +154%
CCMG
262
Clark Capital Management Group
Pennsylvania
$88.5M -$25.8M -166,086 -23%
BCIM
263
British Columbia Investment Management
British Columbia, Canada
$87.9M +$10M +64,608 +13%
Mirae Asset Global Investments
264
Mirae Asset Global Investments
South Korea
$85.4M +$9.3M +59,824 +12%
MNG
265
Manning & Napier Group
New York
$85.3M -$10.6M -68,383 -11%
BMO
266
Beck Mack & Oliver
New York
$85.3M +$3.74M +24,077 +5%
SW
267
SVB Wealth
Massachusetts
$84.2M +$273K +1,757 +0.3%
SOADOR
268
State of Alaska Department of Revenue
Alaska
$83.6M +$1.14M +7,350 +1%
HPC
269
HM Payson & Co
Maine
$83.2M +$176K +1,134 +0.2%
CIC
270
Crawford Investment Counsel
Georgia
$82.6M +$2.98M +19,161 +4%
EWM
271
Evercore Wealth Management
New York
$81.6M +$3.34M +21,461 +4%
PNC
272
Park National Corp
Ohio
$80.4M +$273K +1,753 +0.3%
WI
273
Wafra Inc
New York
$80M +$11.7M +74,981 +17%
Connor, Clark & Lunn Investment Management (CC&L)
274
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$79.6M +$4.74M +30,470 +6%
GF
275
Gabelli Funds
New York
$78.3M -$1.21M -7,800 -2%
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