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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 %
CAGAS
2726
Capital Advisory Group Advisory Services
Minnesota
$517K -$16.2K -104 -3%
TF
2727
Trek Financial
Arizona
$516K +$64.9K +417 +14%
CP
2728
Capital Planning
Washington
$515K -$128K -825 -20%
GG
2729
Golden Green
South Carolina
$514K +$1.25K +8 +0.2%
LA
2730
Legacy Advisors
Pennsylvania
$513K – – –
PIA
2731
Powell Investment Advisors
Florida
$513K – – –
AIIMS
2732
Analyst IMS Investment Management Services
Israel
$512K +$9.96K +64 +2%
AWP
2733
Abacus Wealth Partners
California
$512K – – –
SAS
2734
Sanford Advisory Services
Michigan
$509K -$31.1K -200 -6%
ACM
2735
Aljian Capital Management
Nevada
$506K -$15.6K -100 -3%
FNBOMD
2736
First National Bank of Mount Dora
Florida
$505K -$44.3K -285 -8%
DA
2737
DSC Advisors
Illinois
$504K -$68.7K -442 -12%
DJYG
2738
David J. Yvars Group
Florida
$503K +$31.1K +200 +7%
LWA
2739
Lenox Wealth Advisors
New York
$502K +$140K +904 +39%
TA
2740
TrueWealth Advisors
Alabama
$501K +$3.11K +20 +0.6%
CC
2741
Callan Capital
California
$500K -$78.5K -505 -14%
NFP
2742
Novak Financial Planning
Maryland
$500K +$2.02K +13 +0.4%
TIA
2743
Tandem Investment Advisors
South Carolina
$499K +$75.8K +487 +18%
IAP
2744
Indie Asset Partners
Indiana
$497K -$40.3K -259 -8%
CC
2745
Cadinha & Co
Hawaii
$497K -$12.3K -79 -2%
PI
2746
Parkside Investments
Illinois
$497K +$1.4K +9 +0.3%
CAM
2747
Claret Asset Management
Quebec, Canada
$497K +$16.3K +105 +3%
LF
2748
Lee Financial
Texas
$497K +$78.7K +506 +19%
SFG
2749
Sunburst Financial Group
Alabama
$491K -$61.7K -397 -11%
AWA
2750
AmeriServ Wealth Advisors
Pennsylvania
$491K -$10.9K -70 -2%
108 109
110
111 112