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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
1
Mizuho Markets Americas
New York
$270M
2
Macquarie Group
2
Macquarie Group
Australia
$392M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$1.12B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.58B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$466M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$11.1B
2
Franklin Resources
2
Franklin Resources
California
$2.13B
3
Bank of America
3
Bank of America
North Carolina
$7.9B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.02B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
3151
McCarthy Asset Management
California
$110K +$30.8K +198 +39%
LPWM
3152
Lake Point Wealth Management
Texas
$109K +$109K +700 New
PWP
3153
Personal Wealth Partners
Minnesota
$108K +$108K +695 New
ITFISA
3154
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$102K – – –
HL
3155
Harding Loevner
New Jersey
$100K – – –
CAM
3156
CenterStar Asset Management
Illinois
$93K -$1.03M – –
EC
3157
Estate Counselors
Wisconsin
$86K – – –
FA
3158
Financial Avengers
California
$86K +$465 +3 +0.5%
MS
3159
Mizuho Securities
Japan
$84K -$147K -948 -64%
FPW
3160
Flagship Private Wealth
Massachusetts
$83.4K +$461 +3 +0.6%
BHWM
3161
Bay Harbor Wealth Management
Maryland
$80K -$938 -6 -1%
SCA
3162
Stuart Chaussee & Associates
California
$79K -$6.53K -42 -8%
AP
3163
Arlington Partners
Alabama
$75K – – –
MFA
3164
McClarren Financial Advisors
Pennsylvania
$72K +$309 +2 +0.4%
TCWA
3165
Ten Capital Wealth Advisors
Washington
$72K +$11.6K +74 +19%
APW
3166
Acima Private Wealth
Virginia
$71K – – –
VFIC
3167
Valley Forge Investment Consultants
Pennsylvania
$70K -$312 -2 -0.4%
BC
3168
Barnett & Company
Tennessee
$62K – – –
CDIA
3169
Capital Directions Investment Advisors
Georgia
$61K +$61K +392 New
VIMU
3170
Veritas Investment Management (UK)
United Kingdom
$59K – – –
MGI
3171
MayTech Global Investments
New York
$58K – – –
LAS
3172
Lloyd Advisory Services
Georgia
$56K – – –
ETI
3173
Enterprise Trust & Investment
California
$56K +$56K +360 New
TAM
3174
Tucker Asset Management
Colorado
$52.9K -$4.51K -29 -8%
CMA
3175
Cedar Mountain Advisors
Oregon
$51K +$157 +1 +0.3%
125 126
127
128 129