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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
$392M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$1.12B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$7.58B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$466M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$11.1B
2
Franklin Resources
Franklin Resources
California
$2.13B
3
Bank of America
Bank of America
North Carolina
$7.9B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$8.02B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
DGI
2926
Disciplined Growth Investors
Minnesota
$326K +$28.2K +181 +9%
FAG
2927
Financial Advisory Group
Texas
$326K +$76.2K +490 +30%
JPLA
2928
Joseph P. Lucia & Associates
New York
$326K +$135K +866 +70%
MA
2929
Mezzasalma Advisors
New Jersey
$325K – – –
AWM
2930
Adams Wealth Management
Utah
$324K – – –
JRCM
2931
Jones Road Capital Management
New York
$323K -$269K -1,725 -45%
CCA
2932
Clearwater Capital Advisors
Illinois
$322K -$11.5K -74 -3%
SAM
2933
Shikiar Asset Management
New York
$322K – – –
PCTC
2934
Perkins Coie Trust Company
Washington
$322K +$44.5K +286 +16%
RWMH
2935
Riverpoint Wealth Management Holdings
Illinois
$321K -$40.3K -259 -11%
NC
2936
NovaPoint Capital
Georgia
$321K – – –
CCA
2937
Conestoga Capital Advisors
Pennsylvania
$321K – – –
I2I
2938
Insight 2811 Inc
Illinois
$321K +$7.16K +46 +2%
AIM
2939
Arcadia Investment Management
Michigan
$320K -$555K -3,575 -63%
NEPPG
2940
New England Professional Planning Group
Rhode Island
$317K -$18.7K -116 -6%
FAN
2941
Financial Advisors Network
California
$316K -$17.1K -110 -5%
DPI
2942
Diversified Portfolios Inc
Michigan
$315K -$12.7K -82 -4%
KOMWMG
2943
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$314K +$62.8K +404 +25%
KBFS
2944
Kohmann Bosshard Financial Services
Ohio
$313K -$4.51K -29 -1%
KW
2945
KWB Wealth
California
$313K – – –
DBRC
2946
D.B. Root & Company
Pennsylvania
$312K -$69.5K -448 -18%
CCIA
2947
Campbell & Co Investment Adviser
Maryland
$311K -$513K -3,300 -62%
TI
2948
Telemetry Investments
New York
$311K -$1.56K -10 -0.5%
CCM
2949
Chickasaw Capital Management
Tennessee
$311K – – –
CI
2950
Clal Insurance
Israel
$311K +$311K +2,000 New
116 117
118
119 120