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 %
AWCI
726
Alpine Woods Capital Investors
New York
$16.2M -$491K -3,155 -3%
BWFA
727
Baltimore-Washington Financial Advisors
Maryland
$16.2M +$155K +996 +1%
CM
728
Churchill Management
California
$16.1M +$2.27M +14,589 +16%
NCM
729
Novare Capital Management
North Carolina
$16.1M -$75.9K -488 -0.5%
CBOR
730
Community Bank of Raymore
Missouri
$16M – – –
EAM
731
EULAV Asset Management
Florida
$16M -$778K -5,000 -5%
KFP
732
KMG Fiduciary Partners
Ohio
$16M +$153K +984 +1%
MYAM
733
Meiji Yasuda Asset Management
Japan
$15.9M -$710K -4,567 -4%
WC
734
Whitney & Co
New York
$15.9M +$215K +1,385 +1%
CCM
735
Cohen Capital Management
California
$15.9M – – –
BCV
736
Banque Cantonale Vaudoise
Switzerland
$15.9M -$512K -3,290 -3%
MCM
737
Murphy Capital Management
New Jersey
$15.8M +$252K +1,621 +2%
ECM
738
Evergreen Capital Management
Washington
$15.7M +$517K +3,324 +3%
CCP
739
Corient Capital Partners
California
$15.7M +$658K +4,231 +4%
KPCM
740
Kings Point Capital Management
New York
$15.6M -$11K -71 -0.1%
SBIA
741
Sheaff Brock Investment Advisors
Indiana
$15.6M +$3.42M +22,015 +28%
GPC
742
Guardian Point Capital
Virginia
$15.6M – – –
EAM
743
Exane Asset Management
France
$15.5M +$15.5M +99,673 New
FFBTD
744
First Financial Bank - Trust Division
Ohio
$15.5M -$253K -1,629 -2%
WAM
745
Wallington Asset Management
Indiana
$15.5M +$435K +2,796 +3%
BRWA
746
B. Riley Wealth Advisors
Florida
$15.3M -$440K -2,830 -3%
EAMA
747
EFG Asset Management (Americas)
Florida
$15.2M +$349K +2,242 +2%
BCM
748
BTC Capital Management
Iowa
$15.2M -$355K -2,280 -2%
WCA
749
Waratah Capital Advisors
Ontario, Canada
$15.1M -$4.04M -25,998 -21%
FG
750
Fiduciary Group
Georgia
$15.1M +$168K +1,112 +1%
28 29
30
31 32