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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 %
1IA
876
1834 Investment Advisors
Wisconsin
$11.4M -$147K -942 -1%
FTC
877
Farmers Trust Company
Ohio
$11.4M +$606K +3,894 +6%
ERIM
878
Eagle Ridge Investment Management
Connecticut
$11.4M -$211K -1,356 -2%
TCOT
879
Trust Company of Toledo
Ohio
$11.4M -$137K -883 -1%
CPIG
880
Chicago Partners Investment Group
Illinois
$11.4M -$145K -959 -1%
WIC
881
WealthBridge Investment Counsel
Alberta, Canada
$11.4M -$149K -955 -1%
FM
882
Foster & Motley
Ohio
$11.3M -$393K -2,529 -3%
ECM
883
Everence Capital Management
Indiana
$11.3M +$386K +2,480 +4%
HRC
884
Hoertkorn Richard Charles
$11.3M -$72.9K -469 -0.6%
BCMO
885
Buckingham Capital Management (Ohio)
Ohio
$11.2M -$379K -2,439 -3%
RM
886
Resource Management
Louisiana
$11.2M +$49.8K +320 +0.4%
EVM
887
Evelyn V. Moreno
$11.2M -$921K -5,920 -8%
GLA
888
Great Lakes Advisors
Illinois
$11.1M +$176K +1,133 +2%
KWMG
889
King Wealth Management Group
Florida
$11.1M +$221K +1,419 +2%
PAS
890
Park Avenue Securities
New York
$11.1M +$591K +3,799 +6%
LNWWM
891
Laird Norton Wetherby Wealth Management
California
$11.1M +$1.04M +6,679 +10%
WCM
892
Whitener Capital Management
North Carolina
$11.1M +$124K +796 +1%
AAM
893
AR Asset Management
California
$11.1M – – –
IIM
894
Intact Investment Management
Quebec, Canada
$11.1M -$622K -4,000 -5%
FHC
895
First Horizon Corporation
Tennessee
$11M -$583K -3,751 -5%
BS
896
Boenning & Scattergood
Pennsylvania
$11M -$28.3K -182 -0.3%
FFM
897
Fullerton Fund Management
Singapore
$11M -$8.74M -56,188 -44%
HAI
898
Hennessy Advisors Inc
California
$11M -$272K -1,750 -2%
MMA
899
Miracle Mile Advisors
California
$11M +$88.3K +568 +0.8%
FBC
900
Fairfield, Bush & Co
Connecticut
$11M -$705K -4,532 -6%
34 35
36
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