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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 %
BWM
2776
BT Wealth Management
Georgia
$464K -$5.44K -35 -1%
TS
2777
Tamar Securities
California
$464K +$6.06K +39 +1%
MC
2778
Matisse Capital
Oregon
$463K +$11.7K +75 +3%
FG
2779
Foster Group
Iowa
$463K +$18.2K +117 +4%
MGWM
2780
Marks Group Wealth Management
Minnesota
$462K +$17.9K +115 +4%
1WM
2781
1900 Wealth Management
Texas
$460K +$37K +238 +9%
AC
2782
Avenir Corporation
Virginia
$455K – – –
GAM
2783
Gemmer Asset Management
California
$455K +$156 +1 +0%
AWA
2784
Aaron Wealth Advisors
Illinois
$455K +$90.2K +581 +25%
GFPC
2785
Global Financial Private Client
Florida
$455K -$157 -1 -0%
CCA
2786
Column Capital Advisors
Indiana
$453K -$5.13K -33 -1%
EWA
2787
Evolution Wealth Advisors
Florida
$451K -$170K -1,095 -27%
HWM
2788
Howard Wealth Management
Connecticut
$451K +$3.88K +25 +0.9%
WCG
2789
Weaver Consulting Group
California
$451K +$43.3K +278 +11%
RGC
2790
Roberts, Glore & Co
Illinois
$450K – – –
JWM
2791
JFG Wealth Management
Colorado
$450K +$450K +2,890 New
HKAM
2792
Horizon Kinetics Asset Management
New York
$449K +$155K +997 +53%
PCM
2793
Piedmont Capital Management
Montana
$448K -$64.5K -412 -13%
PWS
2794
Paragon Wealth Strategies
Florida
$448K +$2.18K +14 +0.5%
LGA
2795
Lebenthal Global Advisors
New York
$447K -$113K -727 -20%
IWA
2796
IVC Wealth Advisors
Pennsylvania
$447K +$2.02K +13 +0.5%
MAG
2797
Mayfair Advisory Group
Alabama
$447K +$12.5K +80 +3%
RC
2798
Rovin Capital
Arizona
$443K +$7.16K +46 +2%
ASFA
2799
All Season Financial Advisors
Colorado
$443K +$443K +2,846 New
LWMG
2800
Levy Wealth Management Group
Pennsylvania
$441K +$441K +2,832 New
110 111
112
113 114