JPM icon

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 %
LRIA
2801
Leonard Rickey Investment Advisors
Washington
$440K -$30.9K -205 -7%
FA
2802
Fortis Advisors
Pennsylvania
$439K – – –
CF
2803
Corrigan Financial
Rhode Island
$438K +$1.4K +9 +0.3%
AFAS
2804
Acorn Financial Advisory Services
Virginia
$437K +$12K +77 +3%
RVPG
2805
Relative Value Partners Group
$436K +$17.6K +113 +4%
OHU
2806
Odey Holdings (UK)
United Kingdom
$436K +$436K +2,800 New
TFA
2807
Tranquilli Financial Advisor
New Jersey
$435K -$934 -6 -0.2%
SVCP
2808
Silicon Valley Capital Partners
California
$435K +$103K +665 +31%
LWM
2809
Liberty Wealth Management
California
$433K -$30K -193 -6%
AWS
2810
Arkfeld Wealth Strategies
Nebraska
$433K -$14.7K -95 -3%
EAM
2811
Eukles Asset Management
Ohio
$433K +$332K +2,137 +331%
GIM
2812
Guild Investment Management
California
$432K +$311 +2 +0.1%
CCIA
2813
Cherry Creek Investment Advisors
Colorado
$431K +$431K +2,772 New
TA
2814
Trellis Advisors
Washington
$430K -$1.09K -7 -0.3%
MMHP
2815
Murphy Middleton Hinkle & Parker
Georgia
$426K – – –
SG
2816
Strid Group
Pennsylvania
$425K – – –
WI
2817
Wedgewood Investors
Pennsylvania
$424K – – –
CC
2818
Capital Counsel
New York
$423K -$50.4K -324 -11%
RC
2819
Reik & Co
New York
$423K – – –
MPAM
2820
Murphy Pohlad Asset Management
Minnesota
$423K +$423K +2,725 New
Voloridge Investment Management
2821
Voloridge Investment Management
Florida
$422K -$6.44M -41,435 -94%
AW
2822
Avion Wealth
Texas
$422K +$622 +4 +0.1%
DSAM
2823
Dock Street Asset Management
Florida
$422K +$9.02K +58 +2%
RA
2824
Riversedge Advisors
Delaware
$422K +$422K +2,710 New
MAM
2825
Marotta Asset Management
Virginia
$422K +$36.3K +231 +9%
111 112
113
114 115