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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 %
AL
2876
Arnhold LLC
New York
$375K – – –
AIA
2877
AIMZ Investment Advisors
California
$372K -$2.02K -13 -0.5%
AMCA
2878
Arthur M. Cohen & Associates
Illinois
$372K +$25.5K +165 +7%
NCMW
2879
Northern Capital Management (Washington)
Washington
$371K +$1.56K +10 +0.4%
PCMC
2880
Private Capital Management (Colorado)
Colorado
$371K +$41.2K +265 +12%
AL
2881
ADE LLC
Maryland
$370K -$1.09K -7 -0.3%
MWM
2882
Madison Wealth Management
Ohio
$367K -$708K -4,545 -66%
AWM
2883
Atticus Wealth Management
Florida
$366K +$59.7K +384 +19%
IP
2884
Isthmus Partners
Wisconsin
$364K -$15.6K -100 -4%
PWC
2885
PYA Waltman Capital
Tennessee
$363K +$25.5K +164 +8%
F
2886
F3Logic
Minnesota
$363K +$51.9K +333 +17%
GAMC
2887
Garner Asset Management Corp
Texas
$361K – – –
JI
2888
Jeereddi Investments
California
$360K -$154K -987 -30%
W
2889
WealthOne
New York
$359K -$92.3K -593 -20%
SWRP
2890
Summit Wealth & Retirement Planning
California
$358K -$7.62K -49 -2%
BDFN
2891
Bond & Devick Financial Network
Minnesota
$358K – – –
1W
2892
1776 Wealth
Georgia
$358K +$5.44K +35 +2%
JC
2893
Jacobs & Co
California
$354K – – –
WFG
2894
Wills Financial Group
Virginia
$351K +$5.43K +35 +2%
RHJA
2895
Rice Hall James & Associates
California
$350K – – –
SEEDPG
2896
S.E.E.D. Planning Group
New York
$350K +$38.1K +245 +12%
SFG
2897
Sovereign Financial Group
Connecticut
$348K – – –
WFA
2898
Websterrogers Financial Advisors
South Carolina
$348K +$1.77K +12 +0.5%
ACM
2899
AlphaStar Capital Management
North Carolina
$348K +$92.1K +593 +36%
IIA
2900
ICW Investment Advisors
Arizona
$347K +$155 +1 +0%
114 115
116
117 118