JPM icon

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 %
BTCPP
351
Border to Coast Pensions Partnership
United Kingdom
$52.8M +$52.8M +337,094 New
CTB
352
Country Trust Bank
Illinois
$52.6M -$648K -4,163 -1%
BNP Paribas Asset Management
353
BNP Paribas Asset Management
France
$52.4M +$11.4M +73,136 +28%
CI
354
Cambiar Investors
Colorado
$52.4M +$500K +3,216 +1%
PWP
355
Principle Wealth Partners
Connecticut
$52M -$82.9K -533 -0.2%
IC
356
Inscription Capital
Texas
$52M +$49.6M +319,009 +2,109%
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$51.6M -$1.71M -10,963 -3%
NLGIA
358
Nippon Life Global Investors Americas
New York
$51.4M -$358K -2,300 -0.7%
EB
359
Eastern Bank
Massachusetts
$50.9M -$255K -1,640 -0.5%
MAM
360
Madison Asset Management
Wisconsin
$50.8M +$2.98M +19,162 +6%
PCM
361
Prana Capital Management
Connecticut
$50.8M +$50.8M +326,619 New
OC
362
Oppenheimer & Co
New York
$50.8M +$1.88M +12,061 +4%
MCM
363
MAI Capital Management
Ohio
$50.7M -$208K -1,340 -0.4%
BGC
364
Beutel, Goodman & Co
Ontario, Canada
$50.7M -$22.2M -143,033 -31%
DILIC
365
Dai-ichi Life Insurance Company
Japan
$50.6M +$5.86M +37,672 +13%
NA
366
NewEdge Advisors
Louisiana
$50.5M +$1.49M +9,555 +3%
PMG
367
Private Management Group
California
$50.3M +$513K +3,296 +1%
FT
368
Fiduciary Trust
Massachusetts
$50.2M +$240K +1,541 +0.5%
PP
369
Palladium Partners
Virginia
$50.1M -$589K -3,786 -1%
WB
370
WesBanco Bank
West Virginia
$49.9M -$1.72M -11,036 -3%
SI
371
Stephens Inc
Arkansas
$49.8M +$4M +25,727 +9%
RJT
372
Raymond James Trust
Florida
$49.7M -$843K -5,417 -2%
ICG
373
InterOcean Capital Group
Tennessee
$49.7M -$2.32M -14,909 -4%
SGAM
374
Smith Group Asset Management
Texas
$49.4M +$32.5K +209 +0.1%
CPSAC
375
Chas P. Smith & Associates (CPS)
Florida
$49.3M +$32.8K +211 +0.1%
13 14
15
16 17