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JPMorgan Chase
JPM

Overview Fund Activity

3,200 hedge funds and large institutions have $329B invested in JPMorgan Chase in 2021 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 1,336 increasing their positions, 1,369 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,200
Holders Change
+87
Holders Change %
+2.79%
% of All Funds
56.35%
Holding in Top 10
687
Holding in Top 10 Change
+157
Holding in Top 10 Change %
+29.62%
% of All Funds
12.1%
New
214
Increased
1,336
Reduced
1,369
Closed
93
Calls
$4.84B
Puts
$6.92B
Net Calls
-$2.09B
Net Calls Change
-$488M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$40B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.19B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$6.91B
4
State Street
4
State Street
Massachusetts
$21.6B
5
BlackRock
5
BlackRock
New York
$30.2B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$183M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.39B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$133M
4
DCP
4
D1 Capital Partners
New York
$0
5
Franklin Resources
5
Franklin Resources
California
$3.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
3176
Halpern Financial
Virginia
$19K +$8.98K +59 +89%
LWP
3177
Laurel Wealth Planning
Minnesota
$19K – – –
CWA
3178
Carolina Wealth Advisors
South Carolina
$18K +$14.3K +96 +384%
NWM
3179
Navigation Wealth Management
Colorado
$17K +$17K +110 New
ARIS
3180
Advanced Research Investment Solutions
California
$16K – – –
TLFA
3181
True Link Financial Advisors
California
$15K -$72.9K -486 -83%
RCC
3182
Red Cedar Capital
Nebraska
$15K – – –
FA
3183
Financial Advantage
Maryland
$15K – – –
BSG
3184
Black Swift Group
Colorado
$15K +$15K +97 New
CAM
3185
ClariVest Asset Management
California
$14K -$3.03K -21 -18%
JMF
3186
Johnson Midwest Financial
Iowa
$14K – – –
CWM
3187
Cedar Wealth Management
California
$13K – – –
TIAM
3188
TT International Asset Management
United Kingdom
$13K -$6.39K -41,950 -33%
BBHC
3189
Brown Brothers Harriman & Co
New York
$12.9K -$5.13K -33,664 -29%
FGAM
3190
Financial Gravity Asset Management
Texas
$11.7K +$3.33K +22 +40%
RIM
3191
Ranger Investment Management
Texas
$11K -$917 -6 -8%
YAL
3192
Your Advocates Ltd
Texas
$8K – – –
Walleye Capital
3193
Walleye Capital
New York
$5.97K +$5.63K +36,976 +1,671%
CMBA
3194
C.M. Bidwell & Associates
Hawaii
$5K – – –
MIM
3195
Macroview Investment Management
Maryland
$3K – – –
RCM
3196
Regency Capital Management
Hawaii
$3K +$3K +19 New
SWM
3197
Sugarloaf Wealth Management
Georgia
$2.04K -$152 -1,002 -7%
DCM
3198
Davidson Capital Management
Texas
$2K -$143 -1 -7%
HFS
3199
Horizon Financial Services
North Carolina
$2K – – –
TFA
3200
Transamerica Financial Advisors
Florida
$2K +$909 +5 +83%
126 127
128
129 130