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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 %
BIM
1051
Baldwin Investment Management
Pennsylvania
$8.19M -$77.9K -501 -0.9%
AWM
1052
Altium Wealth Management
New York
$8.19M -$477K -3,068 -6%
SBF
1053
Sara-Bay Financial
Florida
$8.19M -$13.8K -89 -0.2%
BAM
1054
Blueshift Asset Management
New Jersey
$8.19M -$3.7M -23,800 -31%
MA
1055
Mutual Advisors
Nebraska
$8.17M +$742K +4,772 +10%
DA
1056
Duality Advisers
Florida
$8.14M +$8.14M +52,352 New
AIA
1057
AGF Investments America
Ontario, Canada
$8.12M +$173K +1,110 +2%
WCM
1058
Windward Capital Management
California
$8.12M -$19.6K -126 -0.2%
AWP
1059
Ascent Wealth Partners
New York
$8.11M -$53.8K -346 -0.7%
MYLI
1060
Meiji Yasuda Life Insurance
Japan
$8.09M -$24.3K -156 -0.3%
SC
1061
Savant Capital
Illinois
$8.09M +$2.15M +13,801 +36%
HIA
1062
Harbor Investment Advisory
Maryland
$8.09M +$286K +1,840 +4%
PGIM
1063
Pacific Global Investment Management
California
$8.07M +$59.7K +384 +0.7%
EP
1064
Eudaimonia Partners
Tennessee
$8.07M +$635K +4,084 +9%
CFA
1065
Capstone Financial Advisors
Illinois
$8M +$136K +876 +2%
PC
1066
Permanens Capital
New York
$8M +$566K +3,637 +8%
IMOV
1067
Investment Management of Virginia
Virginia
$8M -$35K -225 -0.4%
CCMINC
1068
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.96M -$311 -2 -0%
CCP
1069
Cardan Capital Partners
Colorado
$7.96M -$156K -1,004 -2%
GCM
1070
Garland Capital Management
Washington
$7.95M -$93.3K -600 -1%
SGCA
1071
Steel Grove Capital Advisors
Tennessee
$7.94M -$1.16M -7,443 -13%
NGA
1072
Naples Global Advisors
Florida
$7.92M +$161K +1,038 +2%
LA
1073
Lynch & Associates
Indiana
$7.91M +$406K +2,609 +5%
BL
1074
BCWM LLC
Kansas
$7.89M +$7.89M +50,749 New
MP
1075
McDonald Partners
Ohio
$7.88M -$178K -1,143 -2%
41 42
43
44 45