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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 %
WFWM
2751
Wechter Feldman Wealth Management
New Jersey
$491K – – –
DACG
2752
Donor Advised Charitable Giving
California
$490K – – –
ACP
2753
Aveo Capital Partners
Colorado
$488K -$5.6K -36 -1%
RIS
2754
Retirement Income Solutions
Michigan
$487K – – –
SDH
2755
Sloy Dahl & Holst
Washington
$486K -$108K -697 -18%
CM
2756
Columbus Macro
Pennsylvania
$486K -$7.63K -49 -2%
AWM
2757
Aevitas Wealth Management
Massachusetts
$486K +$32K +206 +7%
TC
2758
Truvestments Capital
Florida
$484K -$492K -3,165 -50%
OFA
2759
Oak Family Advisors
Illinois
$484K +$155 +1 +0%
DCM
2760
Driehaus Capital Management
Illinois
$484K +$484K +3,110 New
VFP
2761
Verus Financial Partners
Virginia
$479K +$77.9K +520 +19%
SAM
2762
Synergy Asset Management
Washington
$478K +$478K +3,073 New
SIS
2763
Sound Income Strategies
Florida
$477K +$212K +1,365 +80%
CICI
2764
Capital Investment Counsel Inc
North Carolina
$473K +$40.4K +260 +9%
CRIG
2765
Charter Research & Investment Group
Connecticut
$471K – – –
POIA
2766
Pin Oak Investment Advisors
Texas
$470K -$4.66K -30 -1%
NPPM
2767
North Point Portfolio Managers
Ohio
$467K – – –
KCM
2768
Kathmere Capital Management
Pennsylvania
$467K +$311 +2 +0.1%
WG
2769
Winton Group
United Kingdom
$467K +$467K +3,001 New
MAG
2770
MRA Advisory Group
New Jersey
$466K -$20.5K -132 -4%
OKSA
2771
O'Keefe Stevens Advisory
New York
$466K – – –
AWAP
2772
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$466K +$2.95K +19 +0.6%
AIS
2773
American Investment Services
Massachusetts
$466K +$9.03K +58 +2%
HC
2774
Hourglass Capital
Texas
$465K – – –
ACA
2775
Ackerman Capital Advisors
Texas
$464K -$389K -2,500 -46%
109 110
111
112 113