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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 %
SWM
926
Stockman Wealth Management
Montana
$10.1M +$279K +1,793 +3%
SCM
927
Schnieders Capital Management
California
$10.1M +$942K +6,058 +10%
AIM
928
AMI Investment Management
Indiana
$10.1M -$81K -521 -0.8%
FMBTD
929
First Midwest Bank Trust Division
Illinois
$10.1M -$318K -2,043 -3%
OSNBOA
930
Old Second National Bank of Aurora
Illinois
$10M -$233K -1,499 -2%
HI
931
Hoey Investments
Pennsylvania
$10M +$1.57M +10,122 +19%
NW
932
NewEdge Wealth
Pennsylvania
$10M +$798K +5,129 +9%
BAS
933
Brown Advisory Securities
Maryland
$10M -$92.1K -592 -0.9%
MOS
934
MGO One Seven
Ohio
$10M +$1.13M +7,288 +13%
AWS
935
AJ Wealth Strategies
New York
$9.98M -$462K -2,969 -4%
PWW
936
Pettyjohn Wood & White
Virginia
$9.97M +$40.1K +258 +0.4%
TCM
937
Telos Capital Management
California
$9.95M -$49.3K -317 -0.5%
ST
938
Spinnaker Trust
Maine
$9.94M -$214K -1,375 -2%
SCA
939
Snowden Capital Advisors
New York
$9.93M +$775K +4,980 +8%
LFAS
940
Level Four Advisory Services
Texas
$9.92M +$787K +5,059 +9%
LSV Asset Management
941
LSV Asset Management
Illinois
$9.92M -$4.86M -31,240 -33%
SWM
942
Segment Wealth Management
Texas
$9.9M +$266K +1,713 +3%
BFO
943
Boston Family Office
Massachusetts
$9.89M -$13.2K -85 -0.1%
GC
944
Gratus Capital
Georgia
$9.89M -$5.6M -36,003 -36%
PWM
945
Perigon Wealth Management
California
$9.88M +$444K +2,857 +5%
PDN
946
Pensionfund DSM Netherlands
Netherlands
$9.88M -$622K -4,000 -6%
Wolverine Trading
947
Wolverine Trading
Illinois
$9.86M -$21.7M -140,592 -69%
SC
948
Skylands Capital
Wisconsin
$9.83M -$179K -1,150 -2%
BSW
949
Buckingham Strategic Wealth
Missouri
$9.83M +$133K +855 +1%
FA
950
Fagan Associates
New York
$9.82M -$61.8K -397 -0.6%
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