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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 %
HP
526
Hosking Partners
United Kingdom
$28.2M -$388K -2,493 -1%
FNBT
527
FineMark National Bank & Trust
Florida
$28M +$208K +1,336 +0.7%
UIM
528
USS Investment Management
United Kingdom
$27.9M – – –
CTC
529
Central Trust Company
Missouri
$27.9M +$121K +776 +0.4%
OC
530
Oakworth Capital
Alabama
$27.8M +$600K +3,855 +2%
SSB
531
Sandy Spring Bank
Maryland
$27.7M -$79.5K -511 -0.3%
AAIM
532
American Assets Investment Management
California
$27.6M – – –
PI
533
PFS Investments
Georgia
$27.6M +$5.78M +37,087 +27%
Wealthfront Advisers
534
Wealthfront Advisers
California
$27.5M +$485K +3,121 +2%
MSR
535
Main Street Research
Connecticut
$27.5M +$1.43M +9,208 +6%
TBA
536
Tower Bridge Advisors
Pennsylvania
$27.5M +$129K +832 +0.5%
KRS
537
Kentucky Retirement Systems
Kentucky
$27.4M -$1.94M -12,461 -7%
Pacer Advisors
538
Pacer Advisors
Pennsylvania
$27.4M -$278K -1,789 -1%
KHLMVGHM
539
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$27.4M +$940K +6,043 +4%
RC
540
Randolph Company
Ohio
$27.3M +$27.1K +174 +0.1%
CGM
541
Capital Growth Management
Massachusetts
$27.2M -$9.8M -63,000 -26%
LBC
542
Lowe Brockenbrough & Co
Virginia
$27.1M +$276K +1,776 +1%
CCMIC
543
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$27.1M +$278K +1,787 +1%
DDPIC
544
Deroy & Devereaux Private Investment Counsel
Michigan
$27.1M -$85.1K -547 -0.3%
MCI
545
McDonald Capital Investors
California
$27.1M -$532K -3,423 -2%
CAM
546
Congress Asset Management
Massachusetts
$27M +$482K +3,102 +2%
CDH
547
Charles D. Hyman
$26.9M -$239K -1,535 -0.9%
ABTD
548
Arvest Bank Trust Division
Oklahoma
$26.8M -$879K -5,654 -3%
GW
549
GW & Wade
Massachusetts
$26.8M +$206K +1,324 +0.8%
IC
550
IEQ Capital
California
$26.6M +$2.64M +16,985 +11%
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