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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 %
CNAM
426
Campbell Newman Asset Management
Wisconsin
$39.6M +$149K +956 +0.4%
CCM
427
Chilton Capital Management
Texas
$39.4M +$1.79M +11,477 +5%
DIA
428
Dana Investment Advisors
Wisconsin
$39.1M +$462K +2,973 +1%
FLPIM
429
F.L. Putnam Investment Management
Massachusetts
$39.1M +$826K +5,313 +2%
CP
430
Cumberland Partners
Ontario, Canada
$39.1M -$366K -2,351 -0.9%
TAM
431
Taurus Asset Management
New York
$39M +$902K +5,799 +2%
BCM
432
Bridgeway Capital Management
Texas
$38.9M -$529K -3,400 -1%
ACA
433
Anchor Capital Advisors
Massachusetts
$38.8M -$118K -759 -0.3%
VC
434
Vestor Capital
Illinois
$38.8M -$487K -3,134 -1%
MHC
435
Meyer Handelman Company
New York
$38.7M -$210K -1,350 -0.5%
Parallax Volatility Advisers
436
Parallax Volatility Advisers
California
$38.7M +$38.7M +248,943 New
ST
437
Sabal Trust
Florida
$38.7M -$264K -1,697 -0.7%
BAPIM
438
British Airways Pensions Investment Management
United Kingdom
$38.7M – – –
First Manhattan
439
First Manhattan
New York
$38.3M +$97.8K +629 +0.3%
LCS
440
Levin Capital Strategies
New York
$38.2M -$8.38M -53,896 -18%
BB
441
Busey Bank
Illinois
$38.2M +$404K +2,596 +1%
GFI
442
Global Frontier Investments
South Carolina
$38.1M – – –
CAG
443
Crestwood Advisors Group
Massachusetts
$38M -$3.29M -21,155 -8%
JAFL
444
Jay A. Fishman Ltd
Michigan
$37.7M -$571K -3,672 -1%
RL
445
Ruffer LLP
United Kingdom
$37.6M -$11.3M -72,987 -23%
Mercer Global Advisors
446
Mercer Global Advisors
Colorado
$37.4M +$1.82M +11,691 +5%
ATC
447
Argent Trust Co
Tennessee
$37M +$578K +3,716 +2%
Man Group
448
Man Group
United Kingdom
$36.9M -$46.8M -300,986 -56%
ISL
449
Ingalls & Snyder LLC
New York
$36.9M -$815K -5,239 -2%
PGEBT
450
Pactiv General Employee Benefit Trust
Illinois
$36.8M -$35.3M -226,821 -49%
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