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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 %
PAM
1401
Pegasus Asset Management
New York
$4.78M +$32.2K +207 +0.7%
SAM
1402
Sawgrass Asset Management
Florida
$4.77M -$13.2K -85 -0.3%
WBC
1403
West Branch Capital
Massachusetts
$4.76M +$59.6K +383 +1%
CIC
1404
Cornercap Investment Counsel
Georgia
$4.76M -$517K -3,322 -10%
AWM
1405
Apollon Wealth Management
South Carolina
$4.74M -$48.2K -310 -1%
TAM
1406
Townsend Asset Management
North Carolina
$4.74M +$270K +1,734 +6%
TBNY
1407
Trustco Bank (New York)
New York
$4.73M -$443K -2,850 -9%
PP
1408
Pegasus Partners
Wisconsin
$4.73M -$58.2K -374 -1%
FPFS
1409
First Personal Financial Services
North Carolina
$4.73M +$72.3K +465 +2%
CPC
1410
Congress Park Capital
New York
$4.72M -$60.2K -387 -1%
TPWA
1411
TRUE Private Wealth Advisors
Oregon
$4.72M -$272K -1,750 -5%
FIB
1412
First Interstate Bank
Montana
$4.71M +$4.71M +30,288 New
CCT
1413
Country Club Trust
Missouri
$4.7M +$172K +1,118 +4%
BJL
1414
Brighton Jones LLC
Washington
$4.69M +$5.29K +34 +0.1%
TFS
1415
Thoroughbred Financial Services
Tennessee
$4.69M +$120K +770 +3%
FC
1416
Fusion Capital
South Carolina
$4.69M +$144K +926 +3%
TNBTD
1417
Trustmark National Bank Trust Department
Mississippi
$4.69M +$61K +392 +1%
SHA
1418
Seneca House Advisors
Virginia
$4.68M +$465K +2,987 +11%
CIP
1419
Capital Insight Partners
Arizona
$4.68M +$5.75K +37 +0.1%
ODCM
1420
Old Dominion Capital Management
Virginia
$4.67M -$61.7K -397 -1%
MM
1421
Meridian Management
Arkansas
$4.67M -$1.27M -8,168 -21%
ZIG
1422
Zuckerman Investment Group
Illinois
$4.67M -$54.8K -352 -1%
DIP
1423
DT Investment Partners
Pennsylvania
$4.67M -$887K -5,702 -16%
MFS
1424
Monetta Financial Services
Illinois
$4.67M – – –
AH
1425
Allen Holding
New York
$4.67M – – –
55 56
57
58 59