JPM icon

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 %
CA
676
CSM Advisors
Pennsylvania
$18.4M -$1.69M -10,840 -8%
LW
677
Linscomb Wealth
Texas
$18.4M +$360K +2,314 +2%
CWM
678
Cabot Wealth Management
Massachusetts
$18.4M -$197K -1,266 -1%
M
679
MOTCO
Texas
$18.4M +$382K +2,456 +2%
AC
680
Alley Company
Illinois
$18.3M +$268K +1,725 +1%
OMC
681
Overbrook Management Corp
New York
$18.3M -$21.6K -139 -0.1%
VW
682
Vantage Wealth
California
$18.2M +$94.4K +607 +0.5%
BCM
683
Bourgeon Capital Management
Connecticut
$18.1M +$286K +1,842 +2%
EWM
684
Endurance Wealth Management
Rhode Island
$18.1M -$49.9K -321 -0.3%
AF
685
Alerus Financial
North Dakota
$18.1M +$926K +5,954 +5%
WB
686
Webster Bank
Connecticut
$17.9M -$112K -718 -0.6%
SGK
687
Steigerwald Gordon & Koch
Virginia
$17.8M +$350K +2,252 +2%
WFMPM
688
Woodley Farra Manion Portfolio Management
Indiana
$17.8M -$830K -5,336 -4%
OCAM
689
Onex Canada Asset Management
Ontario, Canada
$17.8M -$73.3K -471 -0.4%
TIP
690
Torray Investment Partners
Maryland
$17.8M -$11.5K -74 -0.1%
GCA
691
Greenwood Capital Associates
South Carolina
$17.7M -$1.11M -7,143 -6%
MIA
692
MainStreet Investment Advisors
Illinois
$17.6M -$34.7K -223 -0.2%
ALAM
693
Asahi Life Asset Management
Japan
$17.5M -$723K -4,647 -4%
TCM
694
Twin Capital Management
Pennsylvania
$17.5M -$198K -1,270 -1%
CG
695
Cutler Group
California
$17.5M +$8.43M +54,196 +93%
JPMIA
696
J.P. Marvel Investment Advisors
Massachusetts
$17.4M +$35.8K +230 +0.2%
TRCT
697
Tower Research Capital (TRC)
New York
$17.4M -$42M -269,829 -71%
DMC
698
Drexel Morgan & Co
Pennsylvania
$17.4M – – –
GCA
699
Guardian Capital Advisors
Ontario, Canada
$17.3M +$7.8K +50 +0%
PNAA
700
Pictet North America Advisors
Switzerland
$17.2M +$248K +1,595 +1%
26 27
28
29 30