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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 %
NPF
626
Norris Perne & French
Michigan
$20.8M +$90.2K +580 +0.4%
VIM
627
Vancity Investment Management
British Columbia, Canada
$20.6M +$1.81M +11,653 +10%
AFG
628
Albion Financial Group
Utah
$20.5M +$20.5M +131,768 New
TYCC
629
Texas Yale Capital Corp
Florida
$20.4M +$64.5K +415 +0.3%
Jones Financial Companies
630
Jones Financial Companies
Missouri
$20.4M -$424K -2,727 -2%
UR
631
USCA RIA
Texas
$20.3M +$785K +5,047 +4%
PCM
632
Penserra Capital Management
California
$20.3M +$6.7M +43,066 +49%
AUB
633
Atlantic Union Bankshares
Virginia
$20.3M -$462K -2,972 -2%
DIA
634
Davidson Investment Advisors
Montana
$20.2M -$487K -3,133 -2%
Credit Agricole
635
Credit Agricole
France
$20.2M +$49.9K +321 +0.2%
CSS
636
Cubist Systematic Strategies
Connecticut
$20.2M +$2.96M +19,037 +17%
BG
637
Bollard Group
Massachusetts
$20.2M +$1.09M +7,004 +6%
FMII
638
Farmers & Merchants Investments Inc
Nebraska
$20.1M +$38.3K +246 +0.2%
KCM
639
Kanawha Capital Management
Virginia
$20.1M +$179K +1,152 +0.9%
SCA
640
Stillwater Capital Advisors
Pennsylvania
$20M -$611K -3,931 -3%
AP
641
Advisor Partners
California
$20M +$158K +1,014 +0.8%
MC
642
Middleton & Co
Massachusetts
$19.9M -$1.18M -7,556 -6%
DMIC
643
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.9M -$57.7K -371 -0.3%
BPC
644
Banque Pictet & Cie
Switzerland
$19.8M -$1.22M -7,822 -6%
VV
645
Verity & Verity
South Carolina
$19.8M -$52.1K -335 -0.3%
SPC
646
Sigma Planning Corp
Michigan
$19.8M +$289K +1,859 +1%
TCM
647
Tufton Capital Management
Maryland
$19.7M -$660K -4,245 -3%
FFN
648
Focus Financial Network
Minnesota
$19.4M +$61.8K +397 +0.3%
HLCM
649
Hi-Line Capital Management
South Dakota
$19.4M +$212K +1,363 +1%
CFIA
650
Cantor Fitzgerald Investment Advisors
New York
$19.4M +$19.4M +124,615 New
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