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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 %
CB
301
Cooke & Bieler
Pennsylvania
$66.9M -$3.89M -24,982 -5%
SCP
302
Seizert Capital Partners
Michigan
$66.9M +$1.82M +11,698 +3%
PWLP
303
Prio Wealth Limited Partnership
Massachusetts
$66.1M -$4.81M -30,945 -7%
BCM
304
Becker Capital Management
Oregon
$65.7M -$1.04M -6,699 -2%
CM
305
Corvex Management
New York
$65.6M – – –
VRS
306
Virginia Retirement Systems
Virginia
$65.3M -$12.4M -79,500 -16%
MOACM
307
Mutual of America Capital Management
New York
$64.6M -$42.3K -272 -0.1%
PSUF
308
People's United Financial
Connecticut
$64.5M -$124K -797 -0.2%
AAM
309
Advisors Asset Management
Colorado
$63.8M -$2.06M -13,236 -3%
WT
310
Washington Trust
Rhode Island
$63.6M +$169K +1,089 +0.3%
II
311
IFM Investors
Australia
$63M +$11.4M +73,242 +22%
PA
312
Pinnacle Associates
New York
$62.8M -$31.3K -201 -0%
GPA
313
Guidance Point Advisors
Massachusetts
$62.3M – – –
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$62.2M +$639K +4,108 +1%
CG
315
Colony Group
Massachusetts
$61.9M -$4.59M -29,520 -7%
PVH
316
Psagot Value Holdings
Israel
$61.5M -$3.7M -23,786 -6%
BAM
317
Barrett Asset Management
New York
$61M +$86.2K +554 +0.1%
CT
318
Cambridge Trust
Massachusetts
$60.8M -$21.8K -140 -0%
Cerity Partners
319
Cerity Partners
New York
$60.1M +$4.37M +28,093 +8%
MIH
320
Meitav Investment House
Israel
$60.1M -$3.32M -21,341 -5%
NC
321
Nicholas Company
Wisconsin
$59.5M -$3.27M -21,030 -5%
COPPSERS
322
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$59.2M -$182K -1,170 -0.3%
IMCOOI
323
Investment Management Corp of Ontario (IMCO)
Canada
$59.1M – – –
ABC
324
Associated Banc-Corp
Wisconsin
$58.7M -$298K -1,919 -0.5%
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$58.2M +$393K +2,528 +0.7%
11 12
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