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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 %
SAI
1176
Systematic Alpha Investments
New Jersey
$6.66M +$2.72M +17,104 +69%
OIA
1177
OneDigital Investment Advisors
Kansas
$6.66M +$193K +1,241 +3%
LOPW
1178
Live Oak Private Wealth
North Carolina
$6.65M +$197K +1,268 +3%
CBTWT
1179
Community Bank & Trust (Waco, Texas)
Texas
$6.65M +$97.4K +626 +1%
WPIC
1180
White Pine Investment Company
Michigan
$6.65M +$55.4K +356 +0.8%
BDWM
1181
Brewin Dolphin Wealth Management
Ireland
$6.65M -$37.3K -240 -0.6%
BWAM
1182
Boyd Watterson Asset Management
Ohio
$6.61M +$3.89K +25 +0.1%
AC
1183
Abbrea Capital
California
$6.56M -$25K -161 -0.4%
WPP
1184
Whalerock Point Partners
Rhode Island
$6.56M +$78.9K +507 +1%
SA
1185
Strategic Advisors
New York
$6.55M +$123K +788 +2%
HCM
1186
Howland Capital Management
Massachusetts
$6.54M -$72K -463 -1%
RCM
1187
Radnor Capital Management
Pennsylvania
$6.54M +$132K +850 +2%
GIA
1188
Granite Investment Advisors
New Hampshire
$6.54M -$800K -5,140 -11%
HIP
1189
Harrell Investment Partners
Texas
$6.53M +$427K +2,743 +7%
AMM
1190
American Money Management
California
$6.52M +$37.2K +239 +0.6%
CIA
1191
Covington Investment Advisors
Pennsylvania
$6.51M +$114K +730 +2%
VST
1192
Van Strum & Towne
California
$6.51M -$66.1K -425 -1%
BWP
1193
Baldwin Wealth Partners
Massachusetts
$6.51M +$3.17M +20,373 +95%
IB
1194
Intrust Bank
Kansas
$6.5M -$25K -161 -0.4%
HCM
1195
Huber Capital Management
California
$6.49M – – –
GJIC
1196
Gamble Jones Investment Counsel
California
$6.46M +$45.7K +294 +0.7%
BO
1197
BRR OpCo
Ohio
$6.45M +$70.2K +451 +1%
GCM
1198
Gibraltar Capital Management
Oklahoma
$6.42M +$480K +3,179 +8%
AF
1199
Advisornet Financial
Minnesota
$6.41M -$201K -1,295 -3%
AFM
1200
Abbot Financial Management
Massachusetts
$6.41M +$24.9K +160 +0.4%
46 47
48
49 50