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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 %
Two Sigma Investments
901
Two Sigma Investments
New York
$10.9M +$9M +57,853 +465%
AAM
902
Autus Asset Management
Arizona
$10.9M -$61K -392 -0.6%
HCM
903
Harvey Capital Management
Florida
$10.9M -$21.8K -140 -0.2%
IA
904
Icon Advisers
Colorado
$10.9M – – –
PAM
905
Palisade Asset Management
Minnesota
$10.9M +$45.6K +293 +0.4%
PMAM
906
Picton Mahoney Asset Management
Ontario, Canada
$10.9M -$7.33M -47,122 -40%
AWA
907
ARS Wealth Advisors
Florida
$10.8M +$401K +2,579 +4%
VWA
908
Visionary Wealth Advisors
Illinois
$10.8M +$422K +2,715 +4%
HT
909
Heritage Trust
Oklahoma
$10.8M +$336K +2,163 +3%
GAM
910
Griffin Asset Management
New York
$10.8M +$460K +2,958 +4%
GIA
911
GHP Investment Advisors
Colorado
$10.7M +$355K +2,285 +3%
B
912
BP
United Kingdom
$10.6M -$4.48M -28,803 -30%
GLLW
913
Graves Light Lenhart Wealth
Virginia
$10.6M +$5.44K +35 +0.1%
EP
914
Edgestream Partners
New Jersey
$10.6M +$8.79M +56,492 +498%
SGA
915
Strategic Global Advisors
California
$10.5M -$667K -4,288 -6%
LC
916
Loews Corp
New York
$10.5M -$4.28M -27,500 -29%
GH
917
GAM Holding
Switzerland
$10.5M -$97.2K -625 -0.9%
SAM
918
Sompo Asset Management
Japan
$10.5M +$356K +2,290 +4%
BOC
919
Barbara Oil Co
Illinois
$10.4M – – –
BAIA
920
Bel Air Investment Advisors
California
$10.4M +$166K +1,067 +2%
VI
921
Vestcor Inc
New Brunswick, Canada
$10.4M +$1.53M +9,848 +17%
BMM
922
Buffington Mohr McNeal
Idaho
$10.4M +$128K +823 +1%
BBNA
923
Bremer Bank National Association
Minnesota
$10.2M -$43.5K -280 -0.4%
SIC
924
SFE Investment Counsel
California
$10.2M -$501K -3,218 -5%
PTB
925
Pioneer Trust Bank
Oregon
$10.2M -$1.44M -9,285 -12%
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