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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 %
BAM
976
Boyar Asset Management
New York
$9.37M -$9.02K -58 -0.1%
HFM
977
Hartford Financial Management
Connecticut
$9.37M -$177K -1,139 -2%
CNB
978
Camden National Bank
Maine
$9.33M -$171K -1,101 -2%
BRCM
979
Bright Rock Capital Management
Massachusetts
$9.33M – – –
NM
980
NWI Management
New York
$9.33M – – –
IWP
981
Icon Wealth Partners
Texas
$9.3M +$736K +4,734 +9%
VIA
982
Vantis Investment Advisers
Florida
$9.29M +$9.29M +59,700 New
GVAG
983
Great Valley Advisor Group
Delaware
$9.21M +$343K +2,218 +4%
QI
984
QV Investors
Alberta, Canada
$9.21M -$2.41M -15,520 -21%
CM
985
Capula Management
Cayman Islands
$9.21M +$5.78M +37,375 +169%
PPSG
986
Princeton Portfolio Strategies Group
New Jersey
$9.2M -$1.47M -9,435 -14%
LWANC
987
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.19M +$95.8K +616 +1%
BFS
988
Bard Financial Services
Connecticut
$9.19M – – –
PTC
989
Philadelphia Trust Company
Pennsylvania
$9.19M +$62.2K +400 +0.7%
III
990
Independent Investors Inc
New York
$9.18M -$7.78K -50 -0.1%
WC
991
Woodstock Corp
Massachusetts
$9.17M +$36.6K +235 +0.4%
P
992
Paradiem
Louisiana
$9.16M -$634K -3,962 -6%
GFA
993
Gifford Fong Associates
California
$9.15M – – –
APA
994
Allegiant Private Advisors
Florida
$9.12M +$66K +424 +0.7%
SMFG
995
Sumitomo Mitsui Financial Group
Japan
$9.09M +$1.41M +9,060 +18%
GT
996
Greenleaf Trust
Michigan
$9.08M +$274K +1,762 +3%
CAC
997
Core Alternative Capital
Georgia
$9.06M +$368K +2,369 +4%
Tudor Investment Corp
998
Tudor Investment Corp
Connecticut
$9.05M +$6.23M +40,051 +221%
PCIA
999
Prime Capital Investment Advisors
Kansas
$9.05M +$1.77M +11,392 +24%
DAS
1000
Dynamic Advisor Solutions
Arizona
$8.98M +$891K +5,726 +11%
38 39
40
41 42