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
+$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 %
BFS
451
Baskin Financial Services
Ontario, Canada
$36.8M +$621K +3,990 +2%
PWP
452
Private Wealth Partners
California
$36.8M +$31.6K +203 +0.1%
ESBC
453
E.S. Barr & Co
Kentucky
$36.7M +$116K +746 +0.3%
CS
454
Cannell & Spears
New York
$36.5M -$659K -4,239 -2%
Acadian Asset Management
455
Acadian Asset Management
Massachusetts
$36.4M +$10.1M +64,939 +38%
DCM
456
Dupont Capital Management
Delaware
$36.2M -$3.23M -20,779 -8%
VCM
457
Vigilant Capital Management
Maine
$36M -$338K -2,176 -0.9%
HW
458
Hancock Whitney
Mississippi
$36M -$9.75M -62,712 -21%
X
459
Xponance
Pennsylvania
$36M +$2.27M +14,584 +7%
SCA
460
Stonebridge Capital Advisors
Minnesota
$35.8M +$17.9M +116,493 +100%
CS
461
Central Securities
New York
$35.8M – – –
Daiwa Securities Group
462
Daiwa Securities Group
Japan
$35.6M +$1.08M +6,917 +3%
NMIFOAC
463
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$35.4M – – –
HSA
464
HBK Sorce Advisory
Pennsylvania
$35.4M +$453K +2,910 +1%
MSRPS
465
Maryland State Retirement & Pension System
Maryland
$35.1M -$640K -4,172 -2%
SWP
466
Stratos Wealth Partners
Ohio
$35M -$778 -5 -0%
HCMT
467
Highland Capital Management (Tennessee)
Tennessee
$35M -$858K -5,514 -2%
SBCM
468
Schwerin Boyle Capital Management
Massachusetts
$34.6M -$389K -2,500 -1%
KFC
469
Klingenstein Fields & Co
New York
$34.5M -$8.4K -54 -0%
HIMC
470
Heritage Investors Management Corp
Maryland
$34.3M -$945K -6,073 -3%
Cetera Investment Advisers
471
Cetera Investment Advisers
Illinois
$34.2M +$3.14M +20,175 +10%
MPI
472
Mairs & Power Inc
Minnesota
$34.2M -$380K -2,445 -1%
CSIC
473
Clifford Swan Investment Counsel
California
$34.1M -$1.28M -8,471 -4%
SPC
474
Stewart & Patten Company
California
$34M -$1.37M -8,825 -4%
FNT
475
First National Trust
Pennsylvania
$33.9M +$412K +2,649 +1%
17 18
19
20 21