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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 %
WPC
326
Waters Parkerson & Co
Louisiana
$58.2M -$579K -3,721 -1%
DCM
327
Donaldson Capital Management
Indiana
$58.1M +$2.54M +16,315 +5%
KAS
328
Kestra Advisory Services
Texas
$58M +$1.65M +10,637 +3%
DADC
329
D.A. Davidson & Co
Montana
$57.9M +$1.55M +9,993 +3%
GC
330
Guggenheim Capital
Illinois
$57.8M +$2.94M +18,881 +5%
Citadel Advisors
331
Citadel Advisors
Florida
$57.5M +$46.5M +299,199 +423%
MLICM
332
Metropolitan Life Insurance Company (MetLife)
New York
$57.2M -$1.36M -8,775 -2%
TAM
333
Todd Asset Management
Kentucky
$56.8M +$146K +937 +0.3%
GC
334
Giverny Capital
Quebec, Canada
$56.5M +$1.41M +9,056 +3%
FWIA
335
Fort Washington Investment Advisors
Ohio
$56.3M -$52K -334 -0.1%
BIP
336
Brandes Investment Partners
California
$56.1M +$7.95M +51,125 +17%
CRC
337
Curi RMB Capital
Illinois
$55.9M +$725K +4,661 +1%
VDI
338
Vaughan David Investments
Illinois
$55.7M +$186K +1,193 +0.3%
SF
339
Synovus Financial
Georgia
$55.4M +$566K +3,639 +1%
NP
340
NS Partners
United Kingdom
$55.3M -$10.2M -65,630 -16%
TH
341
TCTC Holdings
Texas
$55M +$248K +1,597 +0.5%
SPIA
342
Steward Partners Investment Advisory
New York
$54.8M -$382K -2,454 -0.7%
EDRH
343
Edmond de Rothschild Holding
Switzerland
$54.1M -$1.89M -12,171 -3%
RMDI
344
R.M. Davis Inc
Maine
$54.1M +$2.85M +18,342 +6%
CA
345
Commerzbank Aktiengesellschaft
Germany
$54M +$4.11M +26,413 +8%
WHG
346
Westwood Holdings Group
Texas
$53.9M -$73.8M -474,494 -58%
OCM
347
Osterweis Capital Management
California
$53.8M -$5.62M -36,135 -9%
BS
348
Banco Santander
Spain
$53.6M -$7.61M -48,928 -12%
CI
349
Conning Inc
Connecticut
$52.9M -$3.19M -20,494 -6%
FP
350
Foundry Partners
Minnesota
$52.8M -$957K -6,155 -2%
12 13
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