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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 %
WCWM
2951
Willow Creek Wealth Management
California
$309K +$21K +135 +7%
MLFP
2952
MPS Loria Financial Planners
Illinois
$308K -$109K -699 -26%
VC
2953
Veery Capital
Delaware
$308K -$15.2K -98 -5%
KC
2954
Knuff & Co
California
$308K – – –
WCF
2955
West Coast Financial
California
$308K +$53.3K +343 +21%
PSC
2956
Prentiss Smith & Co
Vermont
$307K – – –
EWA
2957
ERTS Wealth Advisors
Michigan
$304K +$155 +1 +0.1%
VFM
2958
Vivid Financial Management
California
$303K -$16.3K -105 -5%
PFA
2959
Pinnacle Family Advisors
Missouri
$302K +$53.5K +344 +22%
TWM
2960
Triton Wealth Management
Arizona
$302K +$302K +1,887 New
RFP
2961
Roth Financial Partners
Texas
$300K – – –
MWM
2962
McNaughton Wealth Management
California
$300K +$89.2K +573 +42%
TCM
2963
Tanaka Capital Management
New York
$299K -$371K -2,390 -55%
FWP
2964
Firethorn Wealth Partners
Georgia
$298K +$1.09K +7 +0.4%
WFA
2965
Wellspring Financial Advisors
Ohio
$296K -$158K -1,016 -35%
DFA
2966
DHJJ Financial Advisors
Illinois
$296K -$6.85K -44 -2%
NA
2967
Navellier & Associates
Nevada
$296K +$7.79K +50 +3%
TC
2968
Tacita Capital
Ontario, Canada
$295K – – –
VBFG
2969
Vishria Bird Financial Group
Tennessee
$294K -$10.1K -65 -3%
PS
2970
Planned Solutions
California
$294K – – –
RIM
2971
Rockbridge Investment Management
New York
$294K +$5.76K +37 +2%
KPWG
2972
KFA Private Wealth Group
Virginia
$294K +$22.1K +142 +8%
PHAM
2973
Palisades Hudson Asset Management
Florida
$292K – – –
EFL
2974
ERn Financial LLC
Wisconsin
$292K +$2.33K +15 +0.8%
PEA
2975
Pacific Edge Advisors
California
$292K +$19.1K +123 +7%
117 118
119
120 121