JPM icon

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 %
AAMA
1251
Advanced Asset Management Advisors
Ohio
$5.95M +$156 +1 +0%
FM
1252
Family Management
New York
$5.94M +$452K +2,908 +8%
CCT
1253
Chemung Canal Trust
New York
$5.93M -$125K -805 -2%
CWM
1254
Chronos Wealth Management
Florida
$5.93M +$242K +1,557 +4%
CM
1255
Castleark Management
Illinois
$5.92M – – –
MPM
1256
Meritage Portfolio Management
Kansas
$5.91M +$161K +1,038 +3%
SFS
1257
Strategic Financial Services
New York
$5.9M -$298K -1,919 -5%
RMSCM
1258
R.M. Sincerbeaux Capital Management
New York
$5.89M – – –
MBT
1259
Montecito Bank & Trust
California
$5.89M +$55.5K +357 +1%
BCM
1260
Barometer Capital Management
Ontario, Canada
$5.87M -$5.11M -33,032 -47%
KA
1261
Kintegral Advisory
New York
$5.87M – – –
KCM
1262
Karp Capital Management
California
$5.85M +$369K +2,374 +7%
NB
1263
Northwest Bancshares
Pennsylvania
$5.83M -$1.71K -11 -0%
VRM
1264
Vectors Research Management
New York
$5.83M +$196K +1,258 +3%
HC
1265
HNP Capital
New York
$5.83M +$219K +1,405 +4%
SCM
1266
Silvant Capital Management
Georgia
$5.83M -$123K -790 -2%
CL
1267
CPWM LLC
Washington
$5.82M +$801K +5,147 +16%
AAM
1268
Augustine Asset Management
Florida
$5.8M -$489K -3,147 -8%
CHC
1269
City Holding Co
West Virginia
$5.79M +$300K +1,926 +5%
Walleye Trading
1270
Walleye Trading
New York
$5.79M +$5.79M +37,203 New
BAM
1271
Belpointe Asset Management
Nevada
$5.78M +$916K +5,888 +19%
AOWM
1272
Alpha Omega Wealth Management
Virginia
$5.77M -$13.2K -85 -0.2%
VIG
1273
Vienna Insurance Group
Poland
$5.75M +$5.75M +37,000 New
BPM
1274
Bowling Portfolio Management
Ohio
$5.75M -$1.31M -8,443 -19%
LPIC
1275
LeJeune Puetz Investment Counsel
Michigan
$5.75M -$94.7K -609 -2%
49 50
51
52 53