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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 %
WAM
776
World Asset Management
Michigan
$14.2M -$773K -4,970 -5%
UAS
777
United Asset Strategies
New York
$14.1M -$282K -1,810 -2%
DY
778
Dowling & Yahnke
California
$14.1M -$62.4K -401 -0.4%
RBA
779
Richard Bernstein Advisors
New York
$14.1M – – –
PP
780
Prospector Partners
Connecticut
$14.1M +$171K +1,100 +1%
CIS
781
Connors Investor Services
Pennsylvania
$14.1M +$69.2K +445 +0.5%
FCBT
782
First Citizens Bank & Trust
North Carolina
$14M -$437K -2,808 -3%
TA
783
TruWealth Advisors
Louisiana
$14M +$655K +4,212 +5%
CFC
784
Cincinnati Financial Corp
Ohio
$14M – – –
CC
785
Cannell & Co
New York
$13.9M -$911K -5,860 -6%
TTWM
786
TCV Trust & Wealth Management
Virginia
$13.9M -$343K -2,227 -2%
CWM
787
Calamos Wealth Management
Illinois
$13.8M -$598K -3,847 -4%
AC
788
Alexandria Capital
Virginia
$13.8M +$151K +973 +1%
PTC
789
Private Trust Company
Ohio
$13.8M +$1.14M +7,337 +9%
CAMG
790
CWA Asset Management Group
Florida
$13.7M +$1.16M +7,356 +9%
FAT
791
First American Trust
California
$13.7M -$525K -3,376 -4%
GL
792
Gemsstock Ltd
United Kingdom
$13.7M -$9.1M -58,500 -40%
CWM
793
Circle Wealth Management
New Jersey
$13.7M +$260K +1,673 +2%
ECM
794
ExodusPoint Capital Management
New York
$13.6M +$4.98M +31,997 +57%
MAM
795
Meeder Asset Management
Ohio
$13.6M -$4.95M -31,808 -27%
NEAM
796
New England Asset Management
Connecticut
$13.6M +$303K +1,950 +2%
SHGA
797
Sand Hill Global Advisors
California
$13.6M +$487K +3,134 +4%
CC
798
Courier Capital
New York
$13.6M -$167K -1,073 -1%
EWM
799
Edge Wealth Management
New York
$13.6M +$14.8K +95 +0.1%
FPCG
800
Fort Pitt Capital Group
Pennsylvania
$13.5M +$1.5M +9,666 +13%
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