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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 %
TFGT
2851
TS Financial Group (TSFG)
Illinois
$395K +$19K +122 +5%
UFA
2852
US Financial Advisors
Massachusetts
$394K – – –
HI
2853
Humankind Investments
New York
$393K +$105K +678 +37%
HAFS
2854
Hapanowicz & Associates Financial Services
Pennsylvania
$392K – – –
SAM
2855
Sequent Asset Management
Texas
$392K +$156 +1 +0%
JGIA
2856
Jackson Grant Investment Advisers
Connecticut
$390K +$622 +4 +0.2%
LIM
2857
Lathrop Investment Management
Arkansas
$390K +$8.72K +56 +2%
MF
2858
Manchester Financial
California
$390K +$28.4K +183 +8%
CCA
2859
Covey Capital Advisors
Georgia
$389K -$381K -2,500 Closed
CAG
2860
Curtis Advisory Group
California
$389K – – –
CWA
2861
Capital Wealth Alliance
Arizona
$386K +$441 +3 +0.1%
TI
2862
Truepoint Inc
Ohio
$385K -$24.6K -158 -6%
EWA
2863
Encompass Wealth Advisors
Oregon
$385K – – –
VCP
2864
Vista Capital Partners
Oregon
$384K +$18.8K +121 +5%
GAM
2865
Gould Asset Management
California
$384K +$62.3K +400 +19%
AIL
2866
AGF Investments LLC
Ontario, Canada
$384K +$104K +666 +37%
HFA
2867
Hoover Financial Advisors
Pennsylvania
$384K +$110K +708 +40%
WA
2868
Wealth Advisors
California
$381K -$9.71K -64 -2%
BMCM
2869
Bryn Mawr Capital Management
Pennsylvania
$380K +$23.4K +150 +7%
PCMK
2870
Paragon Capital Management (Kansas)
Kansas
$379K -$84.9K -546 -18%
OWA
2871
One Wealth Advisors
California
$379K +$48.4K +311 +15%
AGA
2872
Accuvest Global Advisors
Utah
$378K -$44.5K -286 -11%
JLBC
2873
J.L. Bainbridge & Co
Florida
$377K – – –
LDFR
2874
Lehman & Derafelo Financial Resources
Pennsylvania
$377K +$8.72K +56 +2%
WAOI
2875
Wealth Advisors of Iowa
Iowa
$377K +$15.7K +101 +4%
113 114
115
116 117