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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 %
RIG
476
Roosevelt Investment Group
New York
$33.9M -$18.4K -118 -0.1%
ECM
477
Estabrook Capital Management
New York
$33.8M -$1.39M -8,905 -4%
MG
478
Markel Group
Virginia
$33.7M – – –
FBA
479
Front Barnett Associates
Illinois
$33.7M -$326K -2,096 -1%
CCM
480
Covington Capital Management
California
$33.5M -$427K -2,745 -1%
MAA
481
Matrix Asset Advisors
New York
$33.4M -$266K -1,707 -0.8%
EMPI
482
Elo Mutual Pension Insurance
Finland
$33.2M -$1.02M -6,565 -3%
OA
483
Oak Associates
Ohio
$33.2M -$126K -809 -0.4%
SYBT
484
Stock Yards Bank & Trust
Kentucky
$33.1M -$169K -1,084 -0.5%
HCMG
485
Howard Capital Management Group
California
$33M -$46.7K -300 -0.1%
AWM
486
AE Wealth Management
Kansas
$32.9M +$5.58M +35,866 +20%
FSA
487
Franklin Street Advisors
North Carolina
$32.9M -$2.86M -18,389 -8%
NIM
488
Northeast Investment Management
Massachusetts
$32.9M +$575K +3,695 +2%
DJSG
489
D.J. St. Germain
Massachusetts
$32.7M -$564K -3,625 -2%
HF
490
HRT Financial
New York
$32.5M +$32.5M +209,243 New
JIC
491
Johnson Investment Counsel
Ohio
$32.3M -$926K -5,953 -3%
AIM
492
Achmea Investment Management
Netherlands
$32.3M -$1M -6,458 -3%
EGA
493
Eagle Global Advisors
Texas
$32.2M +$475K +3,052 +1%
Ninety One (UK)
494
Ninety One (UK)
United Kingdom
$32.1M -$33.9M -218,062 -51%
CTA
495
Chesley Taft & Associates
Illinois
$32M +$25.7K +165 +0.1%
BONST
496
Bank of Nova Scotia Trust
Ontario, Canada
$31.8M +$14.7M +94,374 +86%
SAM
497
Silvercrest Asset Management
New York
$31.7M -$590K -3,796 -2%
NMERB
498
New Mexico Educational Retirement Board
New Mexico
$31.6M +$1.66M +10,700 +6%
BPCE
499
Bank Pictet & Cie (Europe)
Germany
$31.6M – – –
BBVA
500
Banco Bilbao Vizcaya Argentaria
Spain
$31.6M +$10.4M +66,220 +49%
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