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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 %
PIM
751
Penobscot Investment Management
Massachusetts
$15.1M +$309K +1,985 +2%
CK
752
Cohen Klingenstein
New York
$15M – – –
CBB
753
Citizens Business Bank
California
$15M -$265K -1,704 -2%
VFA
754
Valeo Financial Advisors
Indiana
$14.9M -$89.7K -723 -0.6%
WCMN
755
Westchester Capital Management (Nebraska)
Nebraska
$14.8M +$701K +4,509 +5%
SFA
756
Sequoia Financial Advisors
Ohio
$14.7M +$1.78M +11,428 +14%
CI
757
Cigna Investments
Connecticut
$14.7M -$2.37M -15,267 -14%
BU
758
BBVA USA
Alabama
$14.7M +$14.7M +94,394 New
EH
759
Equitable Holdings
New York
$14.7M +$776K +4,988 +6%
AC
760
Addenda Capital
Quebec, Canada
$14.6M +$1.96M +12,576 +15%
CIA
761
Choate Investment Advisors
Massachusetts
$14.6M -$543K -3,489 -4%
FNFDCM
762
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$14.6M +$157K +1,009 +1%
KCM
763
Kornitzer Capital Management
Kansas
$14.6M +$7.7M +49,510 +112%
WTB
764
Washington Trust Bank
Washington
$14.5M -$113K -728 -0.8%
RIM
765
Regent Investment Management
Kentucky
$14.5M -$228K -1,465 -2%
CCC
766
Cincinnati Casualty Company
Ohio
$14.5M – – –
CSUI
767
Cincinnati Specialty Underwriters Insurance
Ohio
$14.5M – – –
WS
768
Wedbush Securities
California
$14.5M +$2.62M +16,855 +22%
PFS
769
Prospera Financial Services
Texas
$14.4M +$517K +3,322 +4%
CIA
770
CCM Investment Advisers
South Carolina
$14.4M -$103K -661 -0.7%
TPCW
771
TD Private Client Wealth
New York
$14.4M -$190K -1,223 -1%
TC
772
Telemus Capital
Michigan
$14.3M -$585K -3,764 -4%
WSTAM
773
Wilbanks Smith & Thomas Asset Management
Virginia
$14.3M +$568K +3,655 +4%
FCH
774
Freestone Capital Holdings
Washington
$14.3M +$55.5K +357 +0.4%
RPC
775
Rossmore Private Capital
Connecticut
$14.2M +$28K +180 +0.2%
29 30
31
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