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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 %
HGWM
2826
Horst & Graben Wealth Management
Oregon
$421K +$16.3K +105 +4%
KOC
2827
Koss-Olinger Consulting
Florida
$420K -$97.2K -625 -19%
PCM
2828
Pennsylvania Capital Management
Pennsylvania
$418K -$48.3K -310 -10%
EI
2829
Ellevest Inc
New York
$416K -$389K -2,502 -48%
LCM
2830
Laurion Capital Management
New York
$415K -$59.4M -381,760 -99%
VCWA
2831
Vanguard Capital Wealth Advisors
Colorado
$415K +$621 +4 +0.1%
MCM
2832
Monument Capital Management
Virginia
$413K +$413K +2,655 New
DI
2833
Diligent Investors
California
$411K +$28.2K +181 +7%
PWM
2834
Praetorian Wealth Management
California
$408K -$46.6K -300 -10%
PFA
2835
Pure Financial Advisors
California
$408K -$11.5K -74 -3%
AA
2836
Advisory Alpha
Michigan
$407K +$33.3K +214 +9%
AWM
2837
Altus Wealth Management
Kentucky
$405K +$933 +6 +0.2%
SFG
2838
Snider Financial Group
Washington
$405K +$405K +2,666 New
WIA
2839
World Investment Advisors
California
$404K +$2.64K +17 +0.7%
CMI
2840
Clare Market Investments
Texas
$403K -$371K -2,386 -48%
AWM
2841
Aprio Wealth Management
Georgia
$403K +$403K +2,589 New
KCA
2842
Karn Couzens & Associates
Connecticut
$402K – – –
OA
2843
Oxbow Advisors
Texas
$402K +$6.07K +39 +2%
HCP
2844
Holt Capital Partners
Texas
$402K +$15.5K +100 +4%
CFSG
2845
Community Financial Services Group
Vermont
$402K +$52.9K +340 +15%
AFG
2846
Affinia Financial Group
Massachusetts
$401K -$12.9K -85 -3%
B
2847
Bridgeworth
Alabama
$401K -$7.94K -51 -2%
CAWM
2848
Capital Advisors Wealth Management
Washington
$399K +$33K +212 +9%
OIS
2849
Okabena Investment Services
Minnesota
$396K -$880K -5,656 -69%
SNBOSD
2850
Security National Bank of So Dak
Iowa
$396K -$136K -872 -26%
112 113
114
115 116