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 %
PRS
1276
Pinkerton Retirement Specialists
Idaho
$5.74M +$56.6K +364 +1%
EF
1277
Empirical Finance
Pennsylvania
$5.74M +$820K +5,273 +17%
SIMM
1278
Stillwater Investment Management (Minnesota)
Minnesota
$5.73M -$311 -2 -0%
MC
1279
MRJ Capital
New York
$5.72M -$91.8K -590 -2%
VanEck Associates
1280
VanEck Associates
New York
$5.69M -$1.68M -10,813 -23%
SGI
1281
Summit Global Investments
Utah
$5.69M -$8.65M -55,699 -60%
MWA
1282
Meridian Wealth Advisors
Texas
$5.68M +$568K +3,652 +11%
MLIC
1283
Mandatum Life Insurance Company
Finland
$5.68M – – –
MCM
1284
Mitchell Capital Management
Kansas
$5.68M +$387K +2,485 +7%
PA
1285
PFG Advisors
Arizona
$5.64M +$70.9K +456 +1%
NEIRG
1286
New England Investment & Retirement Group
Massachusetts
$5.63M -$45.4K -292 -0.8%
HW
1287
Hedeker Wealth
Illinois
$5.63M -$171K -1,100 -3%
OLA
1288
Oliver Luxxe Assets
New Jersey
$5.62M -$12.1K -78 -0.2%
Koshinski Asset Management
1289
Koshinski Asset Management
Illinois
$5.62M -$2.05M -13,167 -27%
VMPIC
1290
Varma Mutual Pension Insurance Co
Finland
$5.62M – – –
CSA
1291
Cottage Street Advisors
Massachusetts
$5.62M -$132K -848 -2%
RDWM
1292
Red Door Wealth Management
Tennessee
$5.58M +$459K +2,952 +9%
BA
1293
Baugh & Associates
Georgia
$5.57M -$60.7K -390 -1%
IFAM
1294
Institutional & Family Asset Management
Colorado
$5.56M +$356K +2,286 +7%
EM
1295
Excalibur Management
Massachusetts
$5.55M -$41.8K -269 -0.7%
SFP
1296
Shepherd Financial Partners
Massachusetts
$5.54M +$119K +762 +2%
PJSIMP
1297
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.54M +$150K +998 +3%
SCA
1298
Stokes Capital Advisors
South Carolina
$5.53M +$1.29M +8,284 +30%
VWA
1299
V Wealth Advisors
Kansas
$5.53M +$121K +780 +2%
LBC
1300
Lawrence B. Cohen
$5.52M -$143K -920 -3%
50 51
52
53 54