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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 %
HVIA
826
Hudson Valley Investment Advisors
New York
$12.9M -$579K -3,721 -4%
KHLMTHM
827
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$12.9M – – –
CCFCSB
828
Cape Cod Five Cents Savings Bank
Massachusetts
$12.9M -$249K -1,603 -2%
VAS
829
Vestmark Advisory Solutions
Massachusetts
$12.9M +$467K +3,003 +4%
NSEDCP
830
NJ State Employees Deferred Compensation Plan
New Jersey
$12.8M – – –
HFS
831
Haverford Financial Services
Pennsylvania
$12.7M -$13.1K -84 -0.1%
WAM
832
Winslow Asset Management
Ohio
$12.7M -$17.1K -110 -0.1%
TIM
833
Thompson Investment Management
Wisconsin
$12.6M -$158K -1,015 -1%
CCG
834
Cypress Capital Group
Florida
$12.6M +$92.7K +596 +0.7%
SAM
835
Security Asset Management
New York
$12.5M -$880K -5,658 -7%
BFIM
836
Beese Fulmer Investment Management
Ohio
$12.5M -$75.3K -484 -0.6%
GAI
837
General American Investors
New York
$12.4M – – –
GJL
838
Gendell Jeffrey L
$12.4M +$4.67M +30,000 +60%
1SB
839
1ST Source Bank
Indiana
$12.4M +$19.4K +125 +0.2%
DLCIG
840
D.L. Carlson Investment Group
New Hampshire
$12.4M -$437K -2,810 -3%
JWBC
841
J.W. Burns & Co
New York
$12.3M +$63.8K +410 +0.5%
SFS
842
Sowell Financial Services
Arkansas
$12.3M -$6.39M -41,072 -34%
KRSITF
843
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12.3M -$1.14M -7,355 -9%
VCA
844
Verdence Capital Advisors
Maryland
$12.2M +$2.97M +19,117 +32%
MIC
845
Means Investment Company
Maine
$12.2M +$429K +2,758 +4%
SAM
846
Strategy Asset Managers
California
$12.1M +$67.5K +434 +0.6%
SW
847
SteelPeak Wealth
California
$12.1M -$1.34M -8,592 -10%
PAG
848
Private Advisory Group
Washington
$12.1M +$2.1M +13,524 +21%
RIM
849
Redpoint Investment Management
Australia
$12.1M -$200K -1,285 -2%
IAN
850
Integrated Advisors Network
Texas
$12.1M +$110K +709 +0.9%
32 33
34
35 36