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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 %
BFA
801
Bragg Financial Advisors
North Carolina
$13.5M +$203K +1,305 +2%
SAM
802
Socorro Asset Management
Texas
$13.5M +$3.43M +22,065 +34%
BIA
803
Biondo Investment Advisors
Pennsylvania
$13.4M +$230K +1,476 +2%
HCM
804
Hilton Capital Management
New York
$13.4M -$10.2M -65,299 -43%
DT
805
Diversified Trust
Tennessee
$13.4M -$177K -1,137 -1%
GWM
806
Geneos Wealth Management
Colorado
$13.4M -$3.83M -24,551 -22%
RWP
807
RWA Wealth Partners
Massachusetts
$13.4M +$242K +1,559 +2%
OCM
808
Oakwood Capital Management
California
$13.3M -$497K -3,198 -4%
LIM
809
Leavell Investment Management
Alabama
$13.3M – – –
ASN
810
Advisory Services Network
Georgia
$13.3M +$1.04M +6,661 +8%
ACA
811
Aptus Capital Advisors
Alabama
$13.2M +$1.76M +11,319 +15%
TIAM
812
TT International Asset Management
United Kingdom
$13.2M – – –
LNB
813
Ledyard National Bank
$13.2M -$19.8K -127 -0.1%
EARNEST Partners
814
EARNEST Partners
Georgia
$13.2M -$619K -3,977 -4%
SB
815
Simmons Bank
Arkansas
$13.2M +$123K +793 +0.9%
IRF
816
IBM Retirement Fund
New York
$13.2M -$2.84M -18,290 -18%
RP
817
Rice Partnership
Hawaii
$13.2M +$25.7K +165 +0.2%
NWM
818
Nicola Wealth Management
British Columbia, Canada
$13.1M +$1.56M +10,000 +13%
APA
819
American Portfolios Advisors
New York
$13.1M +$828K +5,326 +7%
PAM
820
Peak Asset Management
Colorado
$13.1M -$566K -3,637 -4%
LWM
821
Lyell Wealth Management
California
$13M +$527K +3,385 +4%
HFS
822
Hantz Financial Services
Michigan
$13M +$2.84M +18,289 +28%
AC
823
Allstate Corporation
Illinois
$13M -$754K -4,846 -5%
BHWM
824
Bar Harbor Wealth Management
New Hampshire
$13M -$211K -1,357 -2%
TW
825
Transform Wealth
Colorado
$12.9M +$4.52M +29,083 +54%
31 32
33
34 35