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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 %
TPSF
276
Texas Permanent School Fund
Texas
$78.2M -$1.03M -6,651 -1%
AIA
277
Avalon Investment & Advisory
Texas
$78M -$10.9M -70,146 -12%
PGFC
278
Peapack-Gladstone Financial Corp
New Jersey
$77.6M -$645K -4,145 -0.8%
RCM
279
RNC Capital Management
California
$77M +$1.24M +7,943 +2%
BCM
280
Basswood Capital Management
New York
$76.4M – – –
BA
281
Bridgewater Associates
Connecticut
$76.4M +$12.7M +81,447 +20%
CFB
282
Cullen/Frost Bankers
Texas
$76.1M +$1.09M +7,017 +1%
WBC
283
Westpac Banking Corp
Australia
$75.9M -$13.6M -87,125 -15%
CIP
284
Cornerstone Investment Partners
Georgia
$75.9M -$929K -5,972 -1%
MSL
285
Mackay Shields LLC
New York
$74M -$14M -89,831 -16%
SCA
286
STALEY CAPITAL ADVISERS
Pennsylvania
$72.9M -$270K -1,739 -0.4%
MML Investors Services
287
MML Investors Services
Massachusetts
$72.8M +$6.05M +38,893 +9%
PCM
288
Polaris Capital Management
Massachusetts
$72M +$544K +3,500 +0.8%
FCI
289
Financial Counselors Inc
Kansas
$71.4M +$174K +1,120 +0.2%
GI
290
GAMCO Investors
Connecticut
$71M -$3.3M -21,225 -4%
MVP
291
Miller Value Partners
Florida
$70.6M +$933K +6,000 +1%
FWCM
292
Ferguson Wellman Capital Management
Oregon
$70.6M +$1.46M +9,414 +2%
Millennium Management
293
Millennium Management
New York
$70.3M +$14M +90,258 +25%
JAM
294
Jupiter Asset Management
United Kingdom
$70.1M -$75.6M -486,413 -52%
EOJOAM
295
E. Ohman J:or Asset Management
Sweden
$68.5M +$6.02M +38,700 +10%
UB
296
UMB Bank
Missouri
$67.8M -$71.1K -457 -0.1%
BHC
297
Bowen Hanes & Co
Florida
$67.7M -$691K -4,440 -1%
Renaissance Technologies
298
Renaissance Technologies
New York
$67.5M +$67.5M +434,186 New
EWA
299
EP Wealth Advisors
California
$67.4M +$967K +6,219 +1%
BAM
300
Berkshire Asset Management
Pennsylvania
$67.1M +$3.92M +25,193 +6%
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