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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 %
HFS
3226
Horizon Financial Services
North Carolina
$2K – – –
APP
3227
Alpha Paradigm Partners
Illinois
$2K +$2K +13 New
WA
3228
Waddell & Associates
Tennessee
$1.21K +$1.21K +7,769 New
MA
3229
MBA Advisors
Pennsylvania
$1.16K -$6 -36 -0.5%
NIM
3230
NuWave Investment Management
New Jersey
$1K +$1K +9 New
AGDR
3231
AdamCapital Gestao de Recursos
Brazil
– -$171M -1,123,867 Closed
Diamond Hill Capital Management
3232
Diamond Hill Capital Management
Ohio
– -$152M -1,000,866 Closed
Viking Global Investors
3233
Viking Global Investors
Connecticut
– -$133M -874,417 Closed
TAF
3234
Tredje AP-fonden
Sweden
– -$100M -657,408 Closed
SIG
3235
Senator Investment Group
New York
– -$99M -650,000 Closed
DFO
3236
Duquesne Family Office
New York
– -$39.3M -258,420 Closed
Artisan Partners
3237
Artisan Partners
Wisconsin
– -$37.2M -244,510 Closed
Qube Research & Technologies (QRT)
3238
Qube Research & Technologies (QRT)
United Kingdom
– -$24.2M -158,918 Closed
OAC
3239
OMERS Administration Corp
Ontario, Canada
– -$16.5M -108,564 Closed
GC
3240
Gillson Capital
Illinois
– -$14M -91,703 Closed
TCA
3241
Transcend Capital Advisors
New Jersey
– -$12.9M -84,945 Closed
FC
3242
Ferris Capital
Massachusetts
– -$12.2M -79,857 Closed
EC
3243
EJF Capital
Virginia
– -$11.4M -75,000 Closed
IMC Chicago
3244
IMC Chicago
Illinois
– -$8.88M -58,332 Closed
FNB
3245
Farmers National Bank
Kentucky
– -$8.71M -57,241 Closed
CAM
3246
Columbia Asset Management
Michigan
– -$7.18M -47,166 Closed
MPA
3247
Marvin & Palmer Associates
Delaware
– -$7.15M -46,980 Closed
VF
3248
Virtu Financial
New York
– -$6.11M -40,154 Closed
Walleye Capital
3249
Walleye Capital
New York
– -$5.97K -39,189 Closed
RWM
3250
RBA Wealth Management
California
– -$4.26M -28,008 Closed
128 129
130
131 132