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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 %
IEFM
1101
IQ EQ Fund Management
Ireland
$7.55M -$69.7K -448 -0.9%
HWAM
1102
Hennion & Walsh Asset Management
New Jersey
$7.53M +$931K +5,988 +14%
AWM
1103
Altavista Wealth Management
North Carolina
$7.52M +$130K +834 +2%
PA
1104
Parallel Advisors
California
$7.5M +$331K +2,128 +5%
FFG
1105
Frisch Financial Group
New York
$7.47M -$241K -1,547 -3%
AWM
1106
Avitas Wealth Management
California
$7.45M +$148K +949 +2%
MYIA
1107
Mount Yale Investment Advisors
Colorado
$7.44M +$6.2M +39,891 +501%
IIM
1108
Ipswich Investment Management
Massachusetts
$7.43M +$343K +2,206 +5%
GAM
1109
Gotham Asset Management
New York
$7.41M +$2.09M +13,427 +39%
IWC
1110
Integrated Wealth Concepts
Massachusetts
$7.39M +$736K +4,731 +11%
CNBTD
1111
Citizens National Bank Trust Department
Mississippi
$7.39M -$191K -1,230 -3%
TCBWMS
1112
Texas Capital Bank Wealth Management Services
Texas
$7.38M +$867K +5,572 +13%
AC
1113
Arjuna Capital
North Carolina
$7.38M +$121K +781 +2%
HT
1114
HighTower Trust
Texas
$7.35M -$16.6K -107 -0.2%
WCM
1115
Wisconsin Capital Management
Wisconsin
$7.35M +$3.42M +21,975 +87%
OCM
1116
One Capital Management
California
$7.33M +$479K +3,081 +7%
MHS
1117
M Holdings Securities
Oregon
$7.33M -$579K -3,724 -7%
KLCM
1118
KG&L Capital Management
Louisiana
$7.33M +$401K +2,578 +6%
HCA
1119
Harbour Capital Advisors
Virginia
$7.32M +$12.3K +79 +0.2%
RI
1120
Redwood Investments
Massachusetts
$7.3M +$3.69M +23,745 +102%
ECM
1121
EagleClaw Capital Management
Massachusetts
$7.3M +$215K +1,385 +3%
NIA
1122
Northstar Investment Advisors
Colorado
$7.27M +$600K +3,950 +9%
BCCM
1123
Bridge Creek Capital Management
Massachusetts
$7.27M -$150K -965 -2%
VWM
1124
Valley Wealth Managers
New Jersey
$7.25M +$186K +1,194 +3%
PCA
1125
Pallas Capital Advisors
Massachusetts
$7.21M +$992K +6,556 +16%
43 44
45
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