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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 %
MW
1326
Marcum Wealth
Ohio
$5.29M +$64.4K +414 +1%
BCPWM
1327
Bradley & Co Private Wealth Management
Florida
$5.28M +$40.4K +260 +0.8%
CG
1328
Caprock Group
Idaho
$5.26M -$438K -2,816 -8%
GAG
1329
GM Advisory Group
New York
$5.26M -$117K -753 -2%
EFSCE
1330
Enterprise Financial Services Corp (EFSC)
Missouri
$5.26M +$17K +109 +0.3%
OIM
1331
Opus Investment Management
Massachusetts
$5.25M – – –
JG
1332
Jefferies Group
New York
$5.25M -$742K -4,768 -12%
APP
1333
Avantax Planning Partners
Iowa
$5.24M -$43.4K -279 -0.8%
BZWA
1334
Blue Zone Wealth Advisors
California
$5.23M -$2.18K -14 -0%
CGL
1335
Clarius Group LLC
Washington
$5.23M +$78.4K +504 +2%
TI
1336
Tidal Investments
Wisconsin
$5.22M +$2.82M +18,129 +117%
TW
1337
TrinityPoint Wealth
Connecticut
$5.22M -$90.7K -583 -2%
BA
1338
Bridgewater Advisors
New York
$5.2M +$309K +1,987 +6%
SP
1339
Symmetry Partners
Connecticut
$5.2M +$216K +1,389 +4%
AIA
1340
Affinity Investment Advisors
California
$5.2M -$2.57M -16,520 -33%
TB
1341
Terril Brothers
Missouri
$5.2M -$137K -883 -3%
CNC
1342
Citizens & Northern Corp
Pennsylvania
$5.2M -$306K -1,965 -6%
LFA
1343
Legacy Financial Advisors
Kentucky
$5.18M +$175K +1,122 +3%
BSB
1344
Bangor Savings Bank
Maine
$5.18M -$54K -347 -1%
JFGIW
1345
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.18M +$200K +1,285 +4%
AAM
1346
Aureus Asset Management
Massachusetts
$5.17M +$713K +4,581 +16%
JCM
1347
Jacobi Capital Management
Pennsylvania
$5.17M +$7.31K +47 +0.1%
ADL
1348
Asset Dedication LLC
California
$5.15M +$1.14M +7,307 +28%
SA
1349
SRN Advisors
Pennsylvania
$5.13M +$530K +3,409 +12%
BDS
1350
Banco de Sabadell
Florida
$5.13M -$11.8M -75,635 -70%
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