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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 %
FFA
501
First Foundation Advisors
California
$31.3M +$303K +1,951 +1%
GGS
502
Galvin Gaustad & Stein
Arizona
$31.1M -$18.8K -121 -0.1%
CA
503
Clearstead Advisors
Ohio
$30.9M -$76.2K -490 -0.2%
SH
504
SeaTown Holdings
Singapore
$30.9M -$622K -4,000 -2%
SRC
505
Shufro Rose & Co
New York
$30.7M -$491K -3,157 -2%
OSAM
506
O'Shaughnessy Asset Management
Connecticut
$30.6M -$12M -77,392 -28%
SWM
507
Spire Wealth Management
Virginia
$30.6M -$4.4M -28,225 -13%
JCM
508
Janney Capital Management
Pennsylvania
$30.5M -$312K -2,004 -1%
CGH
509
Crossmark Global Holdings
Texas
$30.3M +$698K +4,485 +2%
CAN
510
Cetera Advisor Networks
California
$30.3M +$14.7M +94,542 +94%
VVP
511
Venture Visionary Partners
Ohio
$30.3M -$1.55M -9,963 -5%
SSWM
512
Smith Salley Wealth Management
North Carolina
$30.3M +$395K +2,540 +1%
QAM
513
QCI Asset Management
New York
$30.1M +$190K +1,220 +0.6%
ONB
514
Old National Bancorp
Indiana
$29.9M -$573K -3,685 -2%
GI
515
Gradient Investments
Minnesota
$29.6M +$1.94M +12,480 +7%
LSERS
516
Louisiana State Employees Retirement System
Louisiana
$29.4M -$62.2K -400 -0.2%
PCM
517
Palisade Capital Management
New Jersey
$29.1M +$472K +3,036 +2%
BAMF
518
BI Asset Management Fondsmaeglerselskab
Denmark
$29.1M -$7.85M -50,498 -21%
SIC
519
Salem Investment Counselors
North Carolina
$29.1M +$1.33M +8,532 +5%
SIA
520
Sit Investment Associates
Minnesota
$29.1M +$818K +5,260 +3%
BCI
521
Brinker Capital Investments
Pennsylvania
$28.8M +$928K +5,963 +3%
LG
522
LaFleur & Godfrey
Michigan
$28.8M +$3.91M +25,159 +16%
V
523
Veritable
Delaware
$28.7M +$75K +482 +0.3%
MIS
524
Morningstar Investment Services
Illinois
$28.5M -$70.8K -459 -0.2%
LS
525
Livforsakringsbolaget Skandia
Sweden
$28.3M +$1.79M +11,500 +7%
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