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 %
IMRF
701
Illinois Municipal Retirement Fund
Illinois
$17.2M +$4.91M +31,544 +40%
GIM
702
Grassi Investment Management
California
$17.1M +$31.4K +202 +0.2%
FLII
703
First Long Island Investors
New York
$17.1M -$535K -3,439 -3%
M2MC
704
Matthew 25 Management Corp
Pennsylvania
$17.1M – – –
MCM
705
Maryland Capital Management
Maryland
$17.1M +$1.44M +9,273 +9%
BPA
706
Beacon Pointe Advisors
California
$17.1M +$10.1M +64,850 +145%
DP
707
Dearborn Partners
Illinois
$17.1M +$150K +964 +0.9%
NB
708
NBT Bank
New York
$17M -$491K -3,156 -3%
PI
709
PEAK6 Investments
Illinois
$16.9M +$10.3M +65,997 +154%
KCP
710
KDI Capital Partners
North Carolina
$16.9M +$1.54M +9,916 +10%
CANC
711
Culbertson A N & Co
Virginia
$16.8M +$81.7K +525 +0.5%
AAS
712
Avantax Advisory Services
Texas
$16.8M +$2.67M +17,177 +19%
AHC
713
Adell Harriman & Carpenter
Texas
$16.7M -$28K -180 -0.2%
MWM
714
Meridian Wealth Management
Kentucky
$16.6M +$718K +4,615 +5%
FM
715
Freemont Management
Switzerland
$16.6M – – –
AHC
716
Anderson Hoagland & Co
Missouri
$16.6M +$239K +1,539 +1%
AMI
717
Amica Mutual Insurance
Rhode Island
$16.6M -$4.16M -26,725 -20%
CNC
718
Canandaigua National Corp
New York
$16.5M -$552K -3,548 -3%
JAM
719
JCIC Asset Management
Ontario, Canada
$16.5M -$23.1K -120 -0.1%
RCP
720
Rothschild Capital Partners
New York
$16.4M -$486K -3,125 -3%
MA
721
Montag & Associates
Georgia
$16.3M -$1.34M -8,646 -8%
LOAME
722
Lombard Odier Asset Management (Europe)
United Kingdom
$16.3M +$15.8M +101,311 +2,758%
KPWS
723
Kestra Private Wealth Services
Texas
$16.3M +$428K +2,749 +3%
UBV
724
United Bank (Virginia)
Virginia
$16.3M -$2.24M -14,432 -12%
CTA
725
Colonial Trust Advisors
South Carolina
$16.2M -$95.5K -614 -0.6%
27 28
29
30 31