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 %
YL
851
YCG LLC
Texas
$12.1M -$1.7M -10,959 -12%
CB
852
Community Bank
New York
$12.1M -$466K -2,999 -4%
LNC
853
Lincoln National Corp
Pennsylvania
$12.1M +$1.23M +7,894 +11%
CCM
854
Compton Capital Management
Rhode Island
$12.1M -$48.2K -310 -0.4%
DBT
855
Dubuque Bank & Trust
Iowa
$12M -$331K -2,131 -3%
PG
856
Pendal Group
Australia
$12M +$7.96M +51,158 +196%
DBG
857
De Burlo Group
Massachusetts
$11.9M -$8.55M -55,000 -42%
SIM
858
Sonora Investment Management
Arizona
$11.8M +$600K +3,859 +5%
GAB
859
German American Bancorp
Indiana
$11.7M +$556K +3,577 +5%
CAM
860
Cypress Asset Management
Texas
$11.7M +$80.9K +520 +0.7%
CAM
861
Close Asset Management
United Kingdom
$11.7M +$234K +1,502 +2%
IA
862
IFP Advisors
Florida
$11.7M +$1.95M +12,520 +20%
MP
863
MSD Partners
New York
$11.7M – – –
RWA
864
Ropes Wealth Advisors
Massachusetts
$11.7M -$134K -864 -1%
PAIM
865
Punch & Associates Investment Management
Minnesota
$11.7M -$12.6K -81 -0.1%
Marshall Wace
866
Marshall Wace
United Kingdom
$11.6M +$120K +773 +1%
PI
867
Pettee Investors
Connecticut
$11.6M -$149K -960 -1%
BFEC
868
Benjamin F. Edwards & Company
Missouri
$11.6M -$701K -4,505 -6%
VIP
869
Vantage Investment Partners
Missouri
$11.5M -$9.63M -61,887 -45%
GP
870
Girard Partners
Pennsylvania
$11.5M -$261K -1,676 -2%
SFI
871
Siemens Fonds Invest
Germany
$11.5M -$636K -4,089 -5%
HI
872
Harbour Investments
Wisconsin
$11.5M +$1.6M +10,255 +16%
WSCM
873
Wellington Shields Capital Management
New York
$11.5M +$402K +2,586 +4%
BCM
874
Brookstone Capital Management
Illinois
$11.4M +$5.69M +36,585 +99%
TC
875
TownSquare Capital
Utah
$11.4M +$666K +4,341 +6%
33 34
35
36 37