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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 %
TWP
3001
Treybourne Wealth Planners
Indiana
$273K +$38.9K +250 +17%
HIM
3002
Hanlon Investment Management
New Jersey
$272K -$7.46K -48 -3%
CYG
3003
Clean Yield Group
Vermont
$272K +$5.43K +35 +2%
SWP
3004
ShoreHaven Wealth Partners
New Jersey
$271K -$174K -1,123 -39%
DA
3005
Detalus Advisors
Missouri
$271K -$126K -808 -32%
TWM
3006
TMD Wealth Management
Arizona
$271K – – –
AAIM
3007
Asset Advisors Investment Management
Georgia
$271K – – –
BFG
3008
Baron Financial Group
New Jersey
$270K -$15.6K -100 -5%
SA
3009
Shilanski & Associates
Alaska
$268K -$467 -3 -0.2%
LFS
3010
Legacy Financial Strategies
Kansas
$268K – – –
ICM
3011
Intrepid Capital Management
Florida
$268K – – –
FWSM
3012
First Wilshire Securities Management
California
$267K -$104K -668 -28%
TWP
3013
Tower Wealth Partners
Pennsylvania
$267K – – –
KC
3014
Kinloch Capital
Virginia
$267K +$267K +1,717 New
RC
3015
Rinet Company
Massachusetts
$265K +$1.71K +11 +0.7%
SWP
3016
Summit Wealth Partners
Florida
$260K – – –
TFP
3017
Triune Financial Partners
Kansas
$260K +$260K +1,673 New
SBWIC
3018
Schaper Benz & Wise Investment Counsel
Wisconsin
$258K -$6.21K -40 -2%
ZF
3019
Zhang Financial
Michigan
$258K +$258K +1,656 New
BFM
3020
Boothbay Fund Management
New York
$257K +$2.02K +13 +0.8%
TCM
3021
Tuttle Capital Management
Connecticut
$256K -$631K -4,054 -71%
HFM
3022
Harvest Fund Management
China
$255K – – –
CPC
3023
Cookson Peirce & Co
Pennsylvania
$252K -$10.6K -68 -4%
KC
3024
Kingfisher Capital
North Carolina
$251K +$621 +4 +0.2%
HC
3025
Hoese & Co
Minnesota
$251K +$5.43K +35 +2%
119 120
121
122 123