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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 %
BWA
3026
BlueSky Wealth Advisors
North Carolina
$251K +$48.3K +310 +24%
NCP
3027
NexWave Capital Partners
New York
$250K -$10.9K -70 -4%
RQS
3028
Ramsey Quantitative Systems
Kentucky
$250K +$250K +1,610 New
HCM
3029
Horiko Capital Management
New York
$249K -$638K -4,100 -72%
AF
3030
Apexium Financial
Texas
$249K -$2.18K -14 -0.9%
MGIA
3031
Matthew Goff Investment Advisor
Texas
$249K -$622 -4 -0.2%
SFWC
3032
Strategic Family Wealth Counselors
New Jersey
$249K – – –
LFASL
3033
Lugano Financial Advisors SA (LFA)
Switzerland
$249K – – –
AG
3034
Algert Global
California
$248K -$73.2K -471 -23%
TCCM
3035
Timber Creek Capital Management
Massachusetts
$248K -$54.3K -350 -18%
MPW
3036
MA Private Wealth
California
$247K +$934 +6 +0.4%
FEM
3037
Fulcrum Equity Management
Texas
$246K +$246K +1,580 New
OBWP
3038
O'Brien Wealth Partners
Massachusetts
$243K -$91.3K -588 -27%
RSVP
3039
Ramsay Stattman Vela & Price
Colorado
$243K -$1.56K -10 -0.6%
BCA
3040
Biltmore Capital Advisors
New Jersey
$243K +$8.7K +56 +4%
VAM
3041
Verity Asset Management
North Carolina
$243K +$10.7K +69 +5%
JSA
3042
Jacobson & Schmitt Advisors
Wisconsin
$243K +$30.3K +195 +14%
SSWG
3043
Seven Springs Wealth Group
Tennessee
$243K +$188K +1,207 +338%
SFC
3044
SYM Financial Corp
Indiana
$242K – – –
MAM
3045
Marquette Asset Management
Minnesota
$242K – – –
LIG
3046
Lokken Investment Group
Delaware
$241K +$241K +1,549 New
DI
3047
Disciplined Investments
Oklahoma
$239K – – –
ACM
3048
Alamar Capital Management
California
$239K – – –
SF
3049
Symphony Financial
Texas
$238K -$27.8K -179 -10%
CCP
3050
Clarkston Capital Partners
Michigan
$237K -$25.6K -165 -10%
120 121
122
123 124