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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 %
TIAM2
3051
Tru Independence Asset Management 2
Oregon
$236K -$3.58K -23 -1%
PDM
3052
Penn Davis McFarland
Texas
$235K – – –
GAM
3053
Garrison Asset Management
Arkansas
$235K – – –
MWA
3054
Motive Wealth Advisors
Michigan
$235K +$235K +1,513 New
RBC
3055
Roble Belko & Company
Pennsylvania
$234K – – –
CC
3056
Colrain Capital
Massachusetts
$233K -$249K -1,600 -52%
CISOA
3057
Capital Investment Services of America
Wisconsin
$233K – – –
HCM
3058
Horrell Capital Management
Arkansas
$233K – – –
BLAM
3059
Bourne Lent Asset Management
New York
$233K – – –
WRM
3060
Weybosset Research & Management
Rhode Island
$233K +$23.3K +150 +11%
RIG
3061
RiverFront Investment Group
Virginia
$233K +$233K +1,500 New
CC
3062
Codex Capital
New York
$232K – – –
FIM
3063
Fernwood Investment Management
Massachusetts
$231K +$231K +1,483 New
ACA
3064
Ascension Capital Advisors
Texas
$230K +$18.3K +118 +9%
HIM
3065
Hillsdale Investment Management
Ontario, Canada
$229K +$26.5K +170 +13%
AFA
3066
American Financial Advisors
Georgia
$228K +$933 +6 +0.4%
CIM
3067
Corbyn Investment Management
Maryland
$226K +$226K +1,451 New
IDA
3068
Intelligence Driven Advisers
California
$226K +$226K +1,455 New
SCA
3069
Sage Capital Advisors
South Dakota
$225K +$153 +1 +0.1%
CCP
3070
Cassia Capital Partners
North Carolina
$225K +$225K +1,449 New
RRCM
3071
Rappaport Reiches Capital Management
Illinois
$224K +$224K +1,442 New
MSFP
3072
Mark Sheptoff Financial Planning
Connecticut
$224K -$85.4K -550 -28%
KL
3073
KWMG LLC
Kansas
$224K +$11.3K +75 +5%
VBFP
3074
Valtinson Bruner Financial Planning
Minnesota
$223K +$152 +1 +0.1%
DWMG
3075
DB Wealth Management Group
California
$223K +$156 +1 +0.1%
121 122
123
124 125