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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 %
SSG
651
Summit Securities Group
New York
$19.4M +$11.8M +75,881 +156%
RGI
652
River Global Investors
United Kingdom
$19.3M -$1.76M -11,353 -8%
MCM
653
McKinley Capital Management
Alaska
$19.3M -$1.46M -9,370 -7%
AIMCA
654
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.3M +$3.26M +20,971 +20%
TSW
655
Thompson Siegel & Walmsley
Virginia
$19.3M -$95.7K -615 -0.5%
FHA
656
First Horizon Advisors
Tennessee
$19.2M +$149K +959 +0.8%
JMFC
657
J.M. Forbes & Co
Massachusetts
$19.2M +$348K +2,239 +2%
BCM
658
Bluefin Capital Management
New York
$19.2M +$15.2M +97,443 +379%
CA
659
Callahan Advisors
Texas
$19.2M -$75.3K -484 -0.4%
DWM
660
Dakota Wealth Management
Florida
$19.1M +$1.68M +10,831 +10%
KAS
661
Kemnay Advisory Services
New York
$19.1M – – –
CIS
662
Capital International Sarl
California
$19M -$658K -4,233 -3%
Squarepoint
663
Squarepoint
New York
$19M -$38.4M -246,998 -67%
MC
664
Moors & Cabot
Massachusetts
$19M +$102K +656 +0.5%
IUHSA
665
Itau Unibanco Holding S.A.
Brazil
$19M +$19M +122,053 New
OPCM
666
Osborne Partners Capital Management
California
$18.9M +$152K +975 +0.8%
KWILP
667
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.8M +$1.17M +7,503 +7%
RC
668
RBO & Co
California
$18.8M -$538K -3,458 -3%
FPCM
669
Financial Partners Capital Management
New York
$18.8M -$56K -360 -0.3%
RAM
670
Rempart Asset Management
Canada
$18.7M +$261K +1,675 +1%
NEI
671
Northwest & Ethical Investments
Ontario, Canada
$18.7M -$3.89M -24,984 -17%
AJ
672
Ashburton (Jersey)
Jersey
$18.7M +$1.22M +7,848 +7%
NB
673
Norinchukin Bank
Japan
$18.6M +$529K +3,404 +3%
BHIA
674
Birch Hill Investment Advisors
Massachusetts
$18.6M -$89.4K -575 -0.5%
RC
675
RegentAtlantic Capital
New Jersey
$18.5M +$1.3M +8,374 +8%
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