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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 %
ACM
1151
Argyle Capital Management
Pennsylvania
$6.87M – – –
LSPW
1152
Lake Street Private Wealth
Illinois
$6.85M -$100K -638 -1%
PS
1153
Pensionfund Sabic
Netherlands
$6.84M – – –
BAM
1154
Brave Asset Management
New Jersey
$6.84M +$153K +985 +2%
MCM
1155
McRae Capital Management
New Jersey
$6.83M +$31.1K +200 +0.5%
ACM
1156
Alpha Capital Management
Texas
$6.8M +$110K +705 +2%
SAM
1157
Smithbridge Asset Management
Pennsylvania
$6.79M +$98K +630 +1%
NSAM
1158
North Star Asset Management
Wisconsin
$6.79M +$1.26M +8,089 +23%
BA
1159
Bristlecone Advisors
Washington
$6.79M +$145K +932 +2%
BWA
1160
BDO Wealth Advisors
Florida
$6.77M -$158K -1,014 -2%
GIA
1161
Guyasuta Investment Advisors
Pennsylvania
$6.74M -$34.2K -220 -0.5%
JIP
1162
Jaffetilchin Investment Partners
Florida
$6.74M +$3.28M +22,801 +95%
SNT
1163
Security National Trust
West Virginia
$6.73M -$166K -1,070 -2%
SFA
1164
Source Financial Advisors
New York
$6.72M -$7.93K -51 -0.1%
SFG
1165
SevenBridge Financial Group
Pennsylvania
$6.71M +$49.3K +317 +0.7%
PWS
1166
Peloton Wealth Strategists
Indiana
$6.71M +$56.8K +365 +0.9%
CC
1167
Claybrook Capital
Massachusetts
$6.71M +$6.49M +41,749 +2,982%
FTDI
1168
First Trust Direct Indexing
Massachusetts
$6.7M +$1.76M +11,315 +36%
SIM
1169
Stratos Investment Management
Ohio
$6.7M +$715K +4,596 +12%
GCMG
1170
Gyroscope Capital Management Group
Florida
$6.7M +$6.7M +43,048 New
CIG
1171
Consolidated Investment Group
Colorado
$6.69M – – –
MAFM
1172
Mid Atlantic Financial Management
Pennsylvania
$6.67M +$370K +2,378 +6%
CCM
1173
Copeland Capital Management
Pennsylvania
$6.67M +$390K +2,505 +6%
BEAM
1174
Baker Ellis Asset Management
Washington
$6.67M +$165K +1,060 +3%
HWM
1175
Hohimer Wealth Management
Washington
$6.66M +$289K +1,855 +5%
45 46
47
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