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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 %
UFG
1001
United Fire Group
Iowa
$8.98M – – –
CIC
1002
Cutler Investment Counsel
Oregon
$8.92M -$262K -1,686 -3%
SCA
1003
Spearhead Capital Advisors
Florida
$8.9M +$71.1K +457 +0.8%
FMC
1004
First Merchants Corp
Indiana
$8.89M -$110K -704 -1%
BIM
1005
Bridgecreek Investment Management
Oklahoma
$8.88M -$906K -5,825 -9%
MPIM
1006
McGinn Penninger Investment Management
Virginia
$8.87M -$99.6K -640 -1%
AFM
1007
Andesa Financial Management
Pennsylvania
$8.86M -$119K -767 -1%
RWM
1008
Rench Wealth Management
Texas
$8.85M -$440K -2,829 -5%
DR
1009
Davis Rea
Ontario, Canada
$8.84M +$89.9K +578 +1%
SCM
1010
Sirios Capital Management
Massachusetts
$8.83M -$4.84M -31,107 -35%
WKWM
1011
Walter & Keenan Wealth Management
Indiana
$8.82M -$264K -1,700 -3%
BWM
1012
Buckley Wealth Management
Nevada
$8.82M -$12.9K -83 -0.1%
CFA
1013
Carroll Financial Associates
North Carolina
$8.73M -$270K -1,736 -3%
FWM
1014
Frontier Wealth Management
Missouri
$8.72M -$64.9K -417 -0.7%
FCT
1015
Family Capital Trust
Massachusetts
$8.72M -$38.4K -247 -0.4%
IPGDR
1016
Investidor Profissional Gestao de Recursos
Brazil
$8.7M +$2.31M +14,847 +36%
MRCM
1017
M&R Capital Management
New Jersey
$8.68M +$214K +1,378 +3%
XWM
1018
Xcel Wealth Management
Florida
$8.67M -$9.18K -59 -0.1%
MC
1019
Miramar Capital
Illinois
$8.66M -$47.2K -308 -0.5%
PL
1020
Parkwood LLC
Ohio
$8.66M -$8.01M -51,528 -48%
IC
1021
Intersect Capital
California
$8.64M +$355K +2,283 +4%
PRA
1022
Pine Ridge Advisers
New York
$8.63M – – –
SCM
1023
Shelton Capital Management
Colorado
$8.63M +$916K +5,890 +12%
CC
1024
Constitution Capital
Connecticut
$8.59M -$661K -4,250 -7%
SLI
1025
Sumitomo Life Insurance
Japan
$8.58M -$1.47M -9,437 -15%
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