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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 %
LPT
951
Legacy Private Trust
Wisconsin
$9.78M +$58.2K +374 +0.6%
HBT
952
Hills Bank & Trust
Iowa
$9.75M -$56.6K -364 -0.6%
JWM
953
JGP Wealth Management
Oregon
$9.74M -$702K -4,512 -7%
AF
954
Arrow Financial
New York
$9.74M -$238K -1,532 -2%
Carson Wealth (CWM LLC)
955
Carson Wealth (CWM LLC)
Nebraska
$9.7M – – –
TWMP
956
Taylor Wealth Management Partners
Massachusetts
$9.69M -$24.1K -155 -0.2%
VAS
957
Valicenti Advisory Services
New York
$9.69M -$264K -1,698 -3%
PT
958
Plimoth Trust
Massachusetts
$9.68M +$228K +1,465 +2%
FAM
959
Fred Alger Management
New York
$9.67M -$55.2M -355,156 -85%
CC
960
Chicago Capital
Illinois
$9.66M +$300K +1,930 +3%
GL
961
Graypoint LLC
New York
$9.64M -$59.6K -383 -0.6%
MAM
962
Martingale Asset Management
Massachusetts
$9.62M +$9.24M +59,390 +2,405%
GC
963
Grimes & Company
Massachusetts
$9.54M +$347K +2,234 +4%
ACM
964
AlphaCrest Capital Management
New York
$9.51M +$2.97M +19,070 +45%
ANTB
965
AMG National Trust Bank
Colorado
$9.51M -$176K -1,130 -2%
AA
966
Apriem Advisors
California
$9.49M -$235K -1,512 -2%
SEIA
967
Signature Estate & Investment Advisors
California
$9.46M +$355K +2,285 +4%
GG
968
Greenwood Gearhart
Arkansas
$9.41M +$412K +2,652 +5%
SIC
969
Sigma Investment Counselors
Michigan
$9.41M +$34.5K +222 +0.4%
ISB
970
Iowa State Bank
Iowa
$9.41M -$38.7K -249 -0.4%
AIP
971
Ameritas Investment Partners
Nebraska
$9.41M -$3.4M -21,852 -27%
BOH
972
Bank of Hawaii
Hawaii
$9.41M -$246K -1,579 -3%
WTFG
973
Wells Trecaso Financial Group
Ohio
$9.4M -$12.6K -81 -0.1%
MCM
974
Mengis Capital Management
Oregon
$9.39M -$17.7K -114 -0.2%
IPW
975
Inlet Private Wealth
Florida
$9.37M +$2.96K +19 +0%
37 38
39
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