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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 %
MC
3276
Machina Capital
France
– -$502K -3,300 Closed
WFO
3277
Wealthgate Family Office
Colorado
– -$502K -3,295 Closed
SCM
3278
Stevens Capital Management
Pennsylvania
– -$470K -3,088 Closed
DTL
3279
Dynamic Technology Lab
Singapore
– -$442K -2,905 Closed
PAMP
3280
Polar Asset Management Partners
Ontario, Canada
– -$425K -2,795 Closed
GGI
3281
Godsey & Gibb Inc
Virginia
– -$367K -2,408 Closed
EMFAT
3282
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$337K -2,217 Closed
CA
3283
Capital Advantage
California
– -$312K -2,050 Closed
JFG
3284
JMG Financial Group
Illinois
– -$279K -1,833 Closed
SLF
3285
Sun Life Financial
Ontario, Canada
– -$272K -1,785 Closed
LFRG
3286
Lazard Frères Gestion
France
– -$229K -1,739 Closed
SWMG
3287
Strategic Wealth Management Group
Maryland
– -$262K -1,722 Closed
KIM
3288
Karpus Investment Management
New York
– -$260K -1,709 Closed
EWF
3289
Epstein & White Financial
California
– -$261K -1,700 Closed
ARTA
3290
A.R.T. Advisors
New York
– -$243K -1,595 Closed
SCA
3291
St. Clair Advisors
Ohio
– -$239K -1,569 Closed
ZCA
3292
Zeke Capital Advisors
Pennsylvania
– -$234K -1,538 Closed
CWM
3293
Cahaba Wealth Management
Georgia
– -$230K -1,514 Closed
RF
3294
RHS Financial
California
– -$224K -1,469 Closed
CWA
3295
Clarus Wealth Advisors
Arizona
– -$229K -1,466 Closed
CI
3296
Ceera Investments
Texas
– -$213K -1,402 Closed
MKA
3297
M. Kulyk & Associates
Georgia
– -$213K -1,397 Closed
GCC
3298
Game Creek Capital
Massachusetts
– -$209K -1,375 Closed
Simplex Trading
3299
Simplex Trading
Illinois
– -$207K -1,360 Closed
HSWM
3300
Hubbell Strickland Wealth Management
Louisiana
– -$202K -1,327 Closed
129 130 131
132
133