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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 %
DC
2976
Derby & Company
Massachusetts
$291K – – –
HS
2977
Horan Securities
United States
$291K +$101K +649 +53%
AGM
2978
Alpine Global Management
New York
$291K +$291K +1,868 New
SSW
2979
Smith Shellnut Wilson
Mississippi
$290K – – –
HC
2980
Hamilton Capital
Ohio
$287K -$19.6K -126 -6%
EA
2981
Ellsworth Advisors
Ohio
$287K +$156 +1 +0.1%
PAA
2982
Peregrine Asset Advisers
Oregon
$285K – – –
CWM
2983
Curi Wealth Management
North Carolina
$285K +$155 +1 +0.1%
OWA
2984
Opal Wealth Advisors
New York
$284K -$40K -257 -12%
AAM
2985
Ameraudi Asset Management
New York
$282K +$282K +1,816 New
HA
2986
Harborview Advisors
Maine
$281K +$311 +2 +0.1%
PC
2987
Prairiewood Capital
North Dakota
$280K – – –
KFS
2988
Kurt F. Somerville
$280K +$31.1K +200 +12%
TCM
2989
Tradewinds Capital Management
Washington
$279K -$3.11K -20 -1%
FDS
2990
Freedom Day Solutions
Texas
$279K +$7.31K +47 +3%
CIM
2991
Confluence Investment Management
Missouri
$278K -$197K -1,263 -41%
BWCS
2992
Beirne Wealth Consulting Services
Connecticut
$277K – – –
SAF
2993
Smith Anglin Financial
Texas
$276K -$2.34K -15 -0.8%
T
2994
TOBAM
France
$275K +$66.4K +426 +32%
TCOK
2995
Trust Company of Kansas
Kansas
$275K +$275K +1,767 New
BWM
2996
BCS Wealth Management
Tennessee
$274K +$9.34K +60 +4%
LD
2997
Lipe & Dalton
New York
$273K – – –
WCM
2998
Wallace Capital Management
Texas
$273K – – –
PA
2999
Parkside Advisors
California
$273K – – –
GB
3000
Goepper Burkhardt
South Carolina
$273K +$156 +1 +0.1%
118 119
120
121 122