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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 %
MFG
1301
MidWestOne Financial Group
Iowa
$5.51M +$156K +1,005 +3%
CIM
1302
Contravisory Investment Management
Massachusetts
$5.49M +$5.49M +35,312 New
YWP
1303
YorkBridge Wealth Partners
New York
$5.45M +$267K +1,716 +5%
MSA
1304
Marino Stram & Associates
Massachusetts
$5.45M +$1.57M +10,108 +41%
EGA
1305
E&G Advisors
Texas
$5.45M -$5.38M -35,312 Closed
CF
1306
CNA Financial
Illinois
$5.44M -$778K -5,000 -13%
IMPI
1307
Ilmarinen Mutual Pension Insurance
Finland
$5.44M – – –
AF
1308
Ally Financial
Michigan
$5.44M +$2.33M +15,000 +75%
FA
1309
FMA Advisory
Pennsylvania
$5.44M +$96K +617 +2%
JWCA
1310
J.W. Cole Advisors
Florida
$5.43M +$206K +1,323 +4%
LSA
1311
L & S Advisors
California
$5.42M -$1.37M -8,776 -20%
CCM
1312
Coerente Capital Management
Ontario, Canada
$5.42M -$165K -1,058 -3%
CF
1313
Clarity Financial
Texas
$5.4M +$618K +3,974 +13%
JIC
1314
Joel Isaacson & Co
New York
$5.4M +$53.5K +344 +1%
HI
1315
Horizon Investments
North Carolina
$5.4M +$1.43M +9,265 +36%
SFI
1316
SPC Financial Inc
Maryland
$5.39M -$4.67K -30 -0.1%
KPW
1317
Kore Private Wealth
New York
$5.38M +$173K +1,112 +3%
TCM
1318
Traynor Capital Management
Pennsylvania
$5.38M +$217K +1,393 +4%
HL
1319
HeadInvest LLC
Maine
$5.38M -$156 -1 -0%
GD
1320
Grandfield & Dodd
New York
$5.36M -$14.2K -91 -0.3%
HT
1321
HAP Trading
New York
$5.35M +$5.35M +34,367 New
WWM
1322
Western Wealth Management
Colorado
$5.34M +$1.54M +9,886 +41%
CAM
1323
Chou Associates Management
Ontario, Canada
$5.33M – – –
SS
1324
Sunbelt Securities
Texas
$5.32M -$38.7K -255 -0.7%
BKA
1325
Brick & Kyle Associates
Pennsylvania
$5.31M +$157K +1,012 +3%
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