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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 %
SIM
1351
Seaview Investment Managers
Florida
$5.12M +$1.28M +8,226 +33%
GRP
1352
Global Retirement Partners
California
$5.12M +$164K +1,056 +3%
CF
1353
Centaurus Financial
California
$5.11M +$637K +4,093 +14%
DPIM
1354
Duff & Phelps Investment Management
Illinois
$5.1M -$432K -2,780 -8%
TA
1355
TFG Advisers
Michigan
$5.1M +$14.2K +91 +0.3%
SFA
1356
Souders Financial Advisors
Ohio
$5.1M -$89.6K -576 -2%
OSIA
1357
O'Shares Investment Advisers
Massachusetts
$5.1M +$124K +800 +3%
WCA
1358
Westover Capital Advisors
Delaware
$5.09M -$20.7K -133 -0.4%
UAM
1359
Unison Asset Management
Florida
$5.09M -$467 -3 -0%
MPIA
1360
Mountain Pacific Investment Advisers
Idaho
$5.09M -$302K -1,940 -6%
MSAM
1361
Moloney Securities Asset Management
Missouri
$5.08M +$600K +3,858 +13%
SIM
1362
Sentry Investment Management
Wisconsin
$5.06M +$363K +2,331 +8%
CT
1363
Chicago Trust
Illinois
$5.06M +$281K +1,807 +6%
SWM
1364
SeaCrest Wealth Management
New York
$5.05M -$12.6K -81 -0.2%
WC
1365
Weil Company
California
$5.04M -$233K -1,500 -4%
BP
1366
BBR Partners
New York
$5.04M -$376K -2,419 -7%
TSWM
1367
Triangle Securities Wealth Management
North Carolina
$5.04M -$110K -706 -2%
PSP
1368
Principal Street Partners
Tennessee
$5.04M -$8.97M -57,691 -64%
BO
1369
Bank OZK
Arkansas
$5.02M +$54K +347 +1%
MMPW
1370
Mitchell McLeod Pugh & Williams
Alabama
$5M -$11.5K -74 -0.2%
RAM
1371
Redmond Asset Management
Virginia
$4.99M -$16.6K -107 -0.3%
ET
1372
Equitable Trust
Tennessee
$4.99M +$167K +1,075 +3%
DCM
1373
Delta Capital Management
New Jersey
$4.98M -$30.3K -195 -0.6%
LC
1374
Lincoln Capital
Nebraska
$4.96M +$154K +991 +3%
EWA
1375
Exencial Wealth Advisors
Oklahoma
$4.96M +$198K +1,275 +4%
53 54
55
56 57