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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 %
FA
601
FDx Advisors
Illinois
$22.6M +$1.19M +7,673 +6%
NRS
602
Neville Rodie & Shaw
New York
$22.6M -$134K -859 -0.6%
TU
603
TDAM USA
Ontario, Canada
$22.5M -$145K -956 -0.6%
TCOV
604
Trust Company of Vermont
Vermont
$22.3M +$368K +2,363 +2%
ICP
605
Ironvine Capital Partners
Nebraska
$22.2M -$4.97M -31,975 -18%
CIA
606
Capital Investment Advisors
Georgia
$22.2M +$1.03M +6,601 +5%
PP
607
Patten & Patten
Tennessee
$22.1M -$389K -2,504 -2%
AWM
608
Absher Wealth Management
North Carolina
$22.1M +$804K +5,170 +4%
RFA
609
Reilly Financial Advisors
California
$22.1M +$568K +3,649 +3%
B
610
Bailard
California
$22M +$14.6K +94 +0.1%
GJCM
611
Grand Jean Capital Management
California
$22M -$3.11K -20 -0%
PCM
612
Parsons Capital Management
Rhode Island
$21.9M -$90.7K -583 -0.4%
SCM
613
Snow Capital Management
Pennsylvania
$21.8M -$663K -4,265 -3%
UOC
614
UBS O'Connor
Illinois
$21.8M +$6.22M +40,000 +40%
NCM
615
Narwhal Capital Management
Georgia
$21.7M +$108K +692 +0.5%
FAB
616
First American Bank
Illinois
$21.5M -$2.11M -13,545 -9%
NMIMC
617
Northwestern Mutual Investment Management Company
Wisconsin
$21.4M -$135K -868 -0.6%
BBA
618
BLB&B Advisors
Pennsylvania
$21.4M +$155K +994 +0.7%
FMLI
619
Fukoku Mutual Life Insurance
Japan
$21.4M +$487K +3,130 +2%
CIM
620
Courant Investment Management
Tennessee
$21.2M – – –
BOTW
621
Bank of the West
California
$21.2M +$229K +1,471 +1%
Vontobel Holding
622
Vontobel Holding
Switzerland
$21M -$7.83M -50,827 -27%
CCMD
623
Cypress Capital Management (Delaware)
Delaware
$21M -$597K -3,836 -3%
ECG
624
Edge Capital Group
Georgia
$21M -$3.58M -23,030 -15%
LMIM
625
Lockheed Martin Investment Management
Maryland
$20.9M +$8.47M +54,460 +68%
23 24
25
26 27