JPM icon

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 %
QF
1076
QVT Financial
New York
$7.82M – – –
MCP
1077
Mirador Capital Partners
California
$7.8M +$240K +1,540 +3%
PL
1078
Parthenon LLC
Kentucky
$7.78M +$70.9K +456 +0.9%
JC
1079
JBF Capital
Colorado
$7.78M – – –
NC
1080
Naman Capital
Brazil
$7.78M – – –
HA
1081
Hamel Associates
New Jersey
$7.77M -$84.3K -542 -1%
CCM
1082
Coldstream Capital Management
Washington
$7.77M +$325K +2,087 +4%
SBL
1083
Sargent Bickham Lagudis
Colorado
$7.77M +$8.87K +57 +0.1%
AT
1084
Arden Trust
Delaware
$7.76M -$1.56K -10 -0%
LWCFA
1085
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.75M +$522K +3,354 +7%
JEST
1086
JTC Employer Solutions Trustee
Jersey
$7.74M +$7.74M +49,814 New
ACM
1087
Adalta Capital Management
New York
$7.73M – – –
LBD
1088
Landsberg Bennett & Dubbaneh
Florida
$7.73M +$50.1K +325 +0.7%
BA
1089
Ballast Advisors
Minnesota
$7.73M -$30.3K -195 -0.4%
NPT
1090
Nixon Peabody Trust
Massachusetts
$7.71M -$313K -2,010 -4%
SCP
1091
Stamos Capital Partners
California
$7.71M -$2.05M -13,160 -21%
WP
1092
WealthPLAN Partners
Nebraska
$7.69M -$103K -639 -1%
CA
1093
Cumberland Advisors
Florida
$7.69M +$1.26M +8,105 +20%
RC
1094
Roundview Capital
New Jersey
$7.67M +$171K +1,101 +2%
GIP
1095
Granite Investment Partners
California
$7.66M -$145K -931 -2%
WIM
1096
Wittenberg Investment Management
Massachusetts
$7.64M +$50.7K +326 +0.7%
MCM
1097
MKP Capital Management
New York
$7.61M +$7.61M +48,900 New
RFMS
1098
RWQ Financial Management Services
Florida
$7.56M -$3.48M -22,375 -32%
SFO
1099
Stokes Family Office
Louisiana
$7.56M +$66.4K +427 +0.9%
NCM
1100
Nelson Capital Management
California
$7.55M +$36.9K +237 +0.5%
42 43
44
45 46