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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 %
PFM
376
Parsec Financial Management
North Carolina
$49.2M +$262K +1,684 +0.5%
LWCA
377
Locust Wood Capital Advisers
New York
$48.6M -$2.96M -19,040 -6%
MNBTD
378
Moody National Bank Trust Division
Texas
$48.5M -$152K -975 -0.3%
CIC
379
Carnegie Investment Counsel
Ohio
$47.5M +$2.6M +16,750 +6%
CS
380
Candriam SCA
Luxembourg
$47.5M -$13.8M -88,626 -23%
ACH
381
ArrowMark Colorado Holdings
Colorado
$47.3M -$16.9M -108,700 -26%
Impax Asset Management Group
382
Impax Asset Management Group
United Kingdom
$47.3M +$4.55M +29,230 +11%
SAM
383
Shell Asset Management
Netherlands
$47.2M +$13.9M +89,241 +42%
BIAS
384
Beacon Investment Advisory Services
New Jersey
$47.2M +$75K +482 +0.2%
PAG
385
Private Advisor Group
New Jersey
$46.7M -$1.5M -9,628 -3%
TP
386
Thunderbird Partners
United Kingdom
$46.7M -$38.2M -245,808 -45%
MLL
387
Moody Lynn & Lieberson
Massachusetts
$46.7M -$507K -3,259 -1%
GT
388
Glenview Trust
Kentucky
$46M +$561K +3,608 +1%
SDIC
389
South Dakota Investment Council
South Dakota
$45.9M -$7.83M -50,350 -15%
BIM
390
Bridges Investment Management
Nebraska
$45.9M -$3.66M -23,540 -7%
ANI
391
American National Insurance
Texas
$45.8M -$52.9K -340 -0.1%
PR
392
Payden & Rygel
California
$45.6M -$16.5M -105,871 -27%
FNBOO
393
First National Bank of Omaha
Nebraska
$45.2M – – –
EAM
394
Erste Asset Management
Austria
$45.1M +$7.02M +45,513 +18%
AA
395
Ancora Advisors
Ohio
$45M -$459K -2,951 -1%
RMA
396
Roffman Miller Associates
Pennsylvania
$44.8M +$3.41M +41,487 +8%
BPB
397
Badgley, Phelps & Bell
Washington
$44.3M +$2.16M +13,900 +5%
H
398
Hexavest
Quebec, Canada
$44.2M -$8.18M -52,565 -16%
PP
399
Prudential plc
United Kingdom
$44.1M -$114M -730,075 -72%
NIM
400
Nexus Investment Management
Ontario, Canada
$43.6M -$1.73M -11,095 -4%
14 15
16
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