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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 %
VLKIM
1226
Van Lanschot Kempen Investment Management
Netherlands
$6.17M +$2.61M +18,015 +73%
PAM
1227
Paradigm Asset Management
New York
$6.17M -$15.6K -100 -0.3%
SWA
1228
Stratos Wealth Advisors
Ohio
$6.16M +$725K +4,660 +13%
PPW
1229
Parcion Private Wealth
Washington
$6.14M -$82.8K -532 -1%
MSWM
1230
Mader & Shannon Wealth Management
Missouri
$6.14M +$122K +782 +2%
BBP
1231
Banco BTG Pactual
Brazil
$6.14M +$1.47M +9,451 +31%
WSC
1232
Wellington Shields & Co
New York
$6.13M -$152K -980 -2%
WG
1233
Welch Group
Alabama
$6.12M +$266K +1,710 +5%
HWA
1234
Heritage Wealth Advisors
Virginia
$6.1M -$1.35M -8,704 -18%
E
1235
Ergoteles
New York
$6.08M +$6.08M +39,115 New
COI
1236
Connable Office Inc
Michigan
$6.08M -$197K -1,265 -3%
IWM
1237
IHT Wealth Management
Illinois
$6.08M +$620K +3,987 +11%
VPI
1238
Value Partners Investments
Manitoba, Canada
$6.07M -$15.5K -100 -0.3%
MIAN
1239
Mariner Independent Advisor Network
Kansas
$6.07M -$510K -3,277 -8%
MWM
1240
Marietta Wealth Management
Georgia
$6.07M +$43.2K +278 +0.7%
AAF
1241
Andra AP-fonden
Sweden
$6.05M +$1.74M +11,200 +40%
BONH
1242
Bank of New Hampshire
New Hampshire
$6.05M +$6.05M +38,868 New
WIC
1243
Whitegate Investment Counselors
New Hampshire
$6.03M -$70.8K -455 -1%
CW
1244
CreativeOne Wealth
Kansas
$6.02M +$67.5K +434 +1%
S
1245
Surevest
California
$6.01M +$713K +4,584 +13%
FB
1246
Fulton Bank
Pennsylvania
$5.98M +$47.9K +308 +0.8%
VPIM
1247
Vanguard Personalized Indexing Management
California
$5.97M +$936K +6,019 +19%
CAL
1248
Capital Analysts LLC
Pennsylvania
$5.96M -$206K -1,325 -3%
PFM
1249
Premier Fund Managers
United Kingdom
$5.96M +$748K +4,850 +14%
WAM
1250
Werlinich Asset Management
Connecticut
$5.95M – – –
48 49
50
51 52