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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 %
SDJVC
576
St. Denis J. Villere & Co
Louisiana
$24.9M +$400K +2,570 +2%
WIM
577
Weitz Investment Management
Nebraska
$24.9M -$3.5M -22,500 -12%
JIR
578
James Investment Research
Ohio
$24.7M -$54.4K -350 -0.2%
SC
579
SouthState Corp
Florida
$24.6M +$199K +1,281 +0.8%
WBG
580
Wharton Business Group
Pennsylvania
$24.5M +$627K +4,034 +3%
CC
581
Carlson Capital
Texas
$24.5M +$24.5M +157,333 New
HAG
582
HighPoint Advisor Group
Illinois
$24.5M +$4.44M +28,519 +22%
ACM
583
Azimuth Capital Management
Michigan
$24.2M -$415K -2,665 -2%
Lido Advisors
584
Lido Advisors
California
$24.1M +$1.2M +7,726 +5%
VM
585
Venator Management
Pennsylvania
$24.1M +$4.2K +27 +0%
CAM
586
Cresset Asset Management
Illinois
$24M +$221K +1,424 +0.9%
AAP
587
Aristotle Atlantic Partners
Florida
$23.9M +$600K +3,855 +3%
FDCC
588
Foster Dykema Cabot & Co
Massachusetts
$23.6M +$157K +1,007 +0.7%
WIC
589
Willis Investment Counsel
Georgia
$23.5M -$479K -3,080 -2%
WAS
590
Wesleyan Assurance Society
United Kingdom
$23.4M – – –
CA
591
Cullinan Associates
Kentucky
$23.1M +$5.04M +32,404 +28%
RT
592
Rockland Trust
Massachusetts
$23.1M -$104K -670 -0.4%
MIM
593
Manitou Investment Management
Ontario, Canada
$23.1M -$512K -3,290 -2%
AI
594
Atria Investments
North Carolina
$23M +$1.34M +8,584 +6%
BCP
595
Blue Chip Partners
Michigan
$23M +$239K +1,535 +1%
LCM
596
Logan Capital Management
Pennsylvania
$23M -$237K -1,526 -1%
QI
597
QS Investors
New York
$22.8M +$450K +2,895 +2%
PAM
598
Private Asset Management
California
$22.7M -$237K -1,524 -1%
NCM
599
Noesis Capital Mangement
Florida
$22.6M +$301K +1,981 +1%
RMC
600
Resources Management Corp
Connecticut
$22.6M -$212K -1,363 -0.9%
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