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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 %
NAS
1201
Nicolet Advisory Services
Wisconsin
$6.39M +$49.9K +321 +0.8%
EFS
1202
Essex Financial Services
Connecticut
$6.38M – – –
CWM
1203
Concentric Wealth Management
California
$6.38M +$41.5K +267 +0.7%
LA
1204
LVW Advisors
New York
$6.37M +$32K +206 +0.5%
CP
1205
Corbenic Partners
Pennsylvania
$6.37M +$340K +2,186 +6%
ST
1206
Somerset Trust
Pennsylvania
$6.37M +$34.8K +224 +0.6%
BFIC
1207
Bedell Frazier Investment Counselling
California
$6.36M +$42.5K +273 +0.7%
AAS
1208
Annex Advisory Services
Wisconsin
$6.35M +$442K +2,845 +7%
LCC
1209
Lincoln Capital Corp
Rhode Island
$6.35M -$81.3K -523 -1%
BMWM
1210
Brown Miller Wealth Management
Virginia
$6.33M +$93.5K +601 +1%
UF
1211
Univest Financial
Pennsylvania
$6.33M +$467 +3 +0%
BCM
1212
Buckhead Capital Management
Georgia
$6.3M -$27.5K -177 -0.4%
BP
1213
Ballentine Partners
Massachusetts
$6.3M +$140K +899 +2%
OFG
1214
Oxford Financial Group
Indiana
$6.28M +$90.1K +579 +1%
EIM
1215
Essex Investment Management
Massachusetts
$6.27M +$1.89M +12,152 +43%
SMG
1216
Spectrum Management Group
Indiana
$6.25M +$577K +3,712 +10%
ECM
1217
Exchange Capital Management
Michigan
$6.25M -$4.51K -29 -0.1%
FMWA
1218
Forvis Mazars Wealth Advisors
Missouri
$6.22M -$362K -2,325 -5%
SSA
1219
Schonfeld Strategic Advisors
New York
$6.22M -$5.63M -36,172 -47%
FPS
1220
Fieldpoint Private Securities
Connecticut
$6.21M +$168K +1,058 +3%
MGIA
1221
Moneta Group Investment Advisors
Missouri
$6.21M +$228K +1,465 +4%
SG
1222
Swarthmore Group
Pennsylvania
$6.2M +$6.2M +39,856 New
MBTD
1223
Mechanics Bank - Trust Department
California
$6.19M -$216K -1,388 -3%
DWM
1224
Dorchester Wealth Management
Quebec, Canada
$6.19M -$107K -690 -2%
AW
1225
ACG Wealth
Georgia
$6.17M -$380K -2,442 -6%
47 48
49
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