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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 %
SC
1026
Stolper & Co
Oklahoma
$8.58M +$55.1K +354 +0.6%
PGAM
1027
Princeton Global Asset Management
New Jersey
$8.57M -$20.7K -133 -0.2%
Hudson Bay Capital Management
1028
Hudson Bay Capital Management
Connecticut
$8.56M +$8.56M +55,000 New
AIA
1029
Allied Investment Advisors
Montana
$8.55M +$120K +774 +1%
PA
1030
Perennial Advisors
New York
$8.5M +$179K +1,150 +2%
WF
1031
WoodTrust Financial
Wisconsin
$8.49M -$3.73M -23,993 -31%
NAM
1032
NorthCoast Asset Management
Connecticut
$8.48M +$1.77M +11,398 +26%
OHIS
1033
Oak Harvest Investment Services
Texas
$8.44M +$224K +1,438 +3%
BCA
1034
Bray Capital Advisors
Florida
$8.43M +$1.56K +10 +0%
BFPW
1035
BOK Financial Private Wealth
Colorado
$8.42M +$373K +2,401 +5%
DSC
1036
Duncker Streett & Co
Missouri
$8.42M -$576K -3,704 -6%
WAS
1037
Wealth Advisory Solutions
Indiana
$8.4M -$5.3M -34,092 -39%
VFM
1038
Viking Fund Management
North Dakota
$8.4M +$156K +1,000 +2%
CBN
1039
Cadence Bank NA
Texas
$8.39M +$22.1K +142 +0.3%
PCA
1040
Providence Capital Advisors
North Carolina
$8.39M +$436K +2,803 +5%
RFM
1041
Royal Fund Management
Florida
$8.37M -$389K -2,501 -4%
WIC
1042
Woodmont Investment Counsel
Tennessee
$8.34M +$12.6K +81 +0.2%
FSA
1043
Fort Sheridan Advisors
Illinois
$8.32M +$1.17M +7,537 +16%
WIS
1044
Wright Investors Service
Connecticut
$8.32M +$637K +4,095 +8%
FHB
1045
First Hawaiian Bank
Hawaii
$8.3M -$859K -5,524 -9%
RWA
1046
River Wealth Advisors
Pennsylvania
$8.28M +$2.64K +17 +0%
FC
1047
Fulcrum Capital
Washington
$8.26M +$307K +1,976 +4%
CAIMH
1048
Central Asset Investments & Management Holdings
Hong Kong
$8.26M +$6.08M +39,066 +279%
SC
1049
Schulhoff & Co
Ohio
$8.23M +$88.7K +570 +1%
WPW
1050
Waldron Private Wealth
Pennsylvania
$8.2M +$3.24M +20,849 +65%
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