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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
+$245M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$239M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$235M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.23B
2
Franklin Resources
Franklin Resources
California
-$1.08B
3
Bank of America
Bank of America
North Carolina
-$940M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$692M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$680M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
401
Profund Advisors
Maryland
$43.6M +$25.9M +166,345 +146%
WSFS
402
Wilmington Savings Fund Society
Delaware
$43.5M -$105K -677 -0.2%
ZIC
403
ZWJ Investment Counsel
Georgia
$43.5M +$72.6K +467 +0.2%
ZCM
404
Ziegler Capital Management
Illinois
$43.1M -$1.31M -8,446 -3%
PFP
405
Pinnacle Financial Partners
Tennessee
$43M +$719K +4,620 +2%
PWA
406
Pinnacle Wealth Advisors
Tennessee
$43M +$43M +276,277 New
ADEF
407
Adams Diversified Equity Fund
Maryland
$42.9M -$3.92M -25,200 -8%
O
408
Ossiam
France
$42.6M +$31.3M +206,179 +276%
CAI
409
Capital Advisors Inc
Oklahoma
$42.4M +$2.17M +13,979 +5%
NSIM
410
North Star Investment Management
Illinois
$42.3M +$11.4M +73,514 +37%
CI
411
Capital International
California
$42.1M -$4.85M -31,197 -10%
BSA
412
Braun Stacey Associates
New York
$41.7M -$110K -704 -0.3%
CIP
413
Chartwell Investment Partners
Pennsylvania
$41.6M -$2.48M -15,950 -6%
Balyasny Asset Management
414
Balyasny Asset Management
Illinois
$41.3M +$41.3M +265,493 New
NSLI
415
Nan Shan Life Insurance
Taiwan
$41.3M +$15.1M +97,346 +58%
PC
416
PM Capital
Australia
$41.2M – – –
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$41.2M +$1.78M +11,460 +5%
KB
418
Kimelman & Baird
New York
$41.1M +$41.1M +264,421 New
ACI
419
Alpha Cubed Investments
California
$40.7M -$324K -2,082 -0.8%
WTC
420
WhitTier Trust Company
Nevada
$40.6M -$156K -1,002 -0.4%
CFG
421
Citizens Financial Group
Rhode Island
$40.2M +$14.6M +93,754 +57%
CA
422
Cornerstone Advisors
North Carolina
$40M +$13.4M +86,000 +50%
AIM
423
Avity Investment Management
Connecticut
$39.9M -$214K -1,376 -0.5%
ACM
424
Advisors Capital Management
New Jersey
$39.9M +$291K +1,869 +0.7%
SAM
425
Securian Asset Management
Minnesota
$39.7M -$550K -3,535 -1%
15 16
17
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