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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 %
RIA
1126
RPG Investment Advisory
California
$7.19M +$271K +1,741 +4%
MCP
1127
Martin Capital Partners
Oregon
$7.17M +$66K +424 +0.9%
WI
1128
Wintrust Investments
Illinois
$7.16M +$337K +2,166 +5%
RC
1129
RBF Capital
California
$7.16M -$264K -1,700 -4%
LFDLE
1130
La Financiere de L'Echiquier
France
$7.16M +$933K +6,000 +15%
ANBT
1131
American National Bank & Trust
Texas
$7.13M +$15.6K +100 +0.2%
DWT
1132
Dorsey & Whitney Trust
South Dakota
$7.12M -$534K -3,431 -7%
APSI
1133
Asset Planning Services Inc
Louisiana
$7.12M -$54.4K -350 -0.8%
HC
1134
Hendley & Co
Ohio
$7.1M -$42K -270 -0.6%
ERWM
1135
Elk River Wealth Management
Colorado
$7.09M +$198K +1,270 +3%
ACP
1136
Aviance Capital Partners
Florida
$7.09M +$264K +1,695 +4%
HEIP
1137
Hudson Edge Investment Partners
New Jersey
$7.08M -$181K -1,165 -2%
KOCAA
1138
Knights of Columbus Asset Advisors
Connecticut
$7.07M +$131K +845 +2%
HB
1139
Homrich & Berg
Georgia
$7.02M +$2.66M +17,078 +61%
BB
1140
Berkshire Bank
Massachusetts
$7.02M -$22.6K -145 -0.3%
UTC
1141
Unified Trust Company
Kentucky
$7.01M +$422K +2,711 +6%
TCM
1142
Taal Capital Management
Massachusetts
$7M – – –
S
1143
SignatureFD
Georgia
$6.99M +$501K +3,219 +8%
BFG
1144
Beacon Financial Group
Texas
$6.98M +$4.19K +28 +0.1%
CHAM
1145
Clear Harbor Asset Management
Connecticut
$6.96M -$141K -907 -2%
DDC
1146
DF Dent & Co
Maryland
$6.93M -$742K -4,768 -10%
SAM
1147
Selway Asset Management
$6.93M – – –
PAI
1148
Pittenger & Anderson Inc
Nebraska
$6.92M +$107K +690 +2%
FMTC
1149
Farmers & Merchants Trust Company
California
$6.92M +$94.7K +609 +1%
SVWAG
1150
Sound View Wealth Advisors Group
Georgia
$6.9M -$462K -2,971 -6%
44 45
46
47 48