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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 %
FC
1376
Forte Capital
New York
$4.96M +$1.05M +6,759 +27%
AWM
1377
Avior Wealth Management
Nebraska
$4.95M +$55.2K +355 +1%
TA
1378
Tiedemann Advisors
New York
$4.94M -$52K -334 -1%
BFC
1379
Bedel Financial Consulting
Indiana
$4.94M +$4.36K +28 +0.1%
FFA
1380
Fragasso Financial Advisors
Pennsylvania
$4.93M -$1.74M -11,171 -26%
HCA
1381
Horan Capital Advisors
Ohio
$4.93M -$1.33M -8,519 -21%
BOPW
1382
Brandywine Oak Private Wealth
Pennsylvania
$4.91M +$1.16M +7,449 +31%
RIA
1383
Regal Investment Advisors
Michigan
$4.91M +$4.91M +31,564 New
PG
1384
Patten Group
Tennessee
$4.9M -$42.8K -275 -0.9%
SA
1385
SRH Advisors
Kansas
$4.9M +$467 +3 +0%
PWM
1386
PRW Wealth Management
Massachusetts
$4.9M +$4.54M +29,178 +1,269%
SCM
1387
Salem Capital Management
Massachusetts
$4.89M +$46.7K +300 +1%
JSC
1388
Jackson Square Capital
California
$4.89M +$337K +2,164 +7%
SIA
1389
SeaBridge Investment Advisors
New Jersey
$4.88M -$370K -2,379 -7%
MIM
1390
MTM Investment Management
South Carolina
$4.88M +$10.6K +68 +0.2%
FLI
1391
Family Legacy Inc
South Carolina
$4.88M -$9.36K -62 -0.2%
HIS
1392
Horizon Investment Services
Indiana
$4.88M -$22.6K -145 -0.5%
WA
1393
Wasatch Advisors
Utah
$4.85M +$389K +2,500 +9%
KWM
1394
Keebeck Wealth Management
Illinois
$4.85M -$438K -2,817 -8%
HPIA
1395
Hamilton Point Investment Advisors
North Carolina
$4.84M +$11.7K +75 +0.2%
SCM
1396
SOL Capital Management
Maryland
$4.83M -$152K -974 -3%
JAG
1397
Journey Advisory Group
Kentucky
$4.81M +$261K +1,681 +6%
MMM
1398
Mendel Money Management
Illinois
$4.8M +$190K +1,222 +4%
BW
1399
Bison Wealth
Georgia
$4.79M -$7K -45 -0.1%
TPA
1400
Trivium Point Advisory
Connecticut
$4.78M +$187K +1,199 +4%
54 55
56
57 58