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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 %
BAAM
551
Baker Avenue Asset Management
California
$26.5M -$37.3K -240 -0.1%
JCM
552
JS Capital Management
New York
$26.4M – – –
CA
553
Cetera Advisors
Colorado
$26.4M +$851K +5,472 +3%
RIL
554
Rothschild Investment LLC
Illinois
$26.2M +$108K +694 +0.4%
FFIC
555
First Fiduciary Investment Counsel
Ohio
$26.2M -$1.07M -6,874 -4%
CTI
556
Community Trust & Investment
Kentucky
$26M -$204K -1,310 -0.8%
TNB
557
Thomasville National Bank
Georgia
$26M +$10.8M +69,689 +72%
BCM
558
BTR Capital Management
California
$25.9M +$264K +1,695 +1%
AHB
559
Abner Herrman & Brock
New Jersey
$25.8M -$597K -3,841 -2%
HR
560
Howe & Rusling
New York
$25.8M +$720K +4,632 +3%
CAM
561
Carret Asset Management
New York
$25.8M -$158K -1,018 -0.6%
DWM
562
Destination Wealth Management
California
$25.7M -$482K -3,102 -2%
DWM
563
Doyle Wealth Management
Florida
$25.6M +$105K +674 +0.4%
MCM
564
Maple Capital Management
Vermont
$25.5M +$1.59M +9,925 +7%
IAA
565
Independent Advisor Alliance
North Carolina
$25.5M -$437K -2,812 -2%
WAM
566
Wilsey Asset Management
California
$25.4M +$725K +4,663 +3%
AR
567
Advisory Research
Illinois
$25.3M -$7.57M -48,638 -23%
BIC
568
Beach Investment Counsel
Pennsylvania
$25.3M -$6.34M -40,733 -20%
NFC
569
Northeast Financial Consultants
Connecticut
$25.3M +$382K +2,453 +2%
KIA
570
KCM Investment Advisors
California
$25.3M +$1.23M +7,890 +5%
RE
571
RBC Europe
United Kingdom
$25.3M +$596K +3,834 +2%
AP
572
Appleton Partners
Massachusetts
$25.2M -$61.4K -395 -0.2%
TAM
573
Tocqueville Asset Management
New York
$25.1M -$419K -2,693 -2%
KWM
574
Kingsview Wealth Management
Oregon
$25M +$2.19M +13,958 +10%
MIM
575
Marco Investment Management
Georgia
$25M +$570K +3,664 +2%
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