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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 %
AH
1426
Allen Holding
New York
$4.67M – – –
GCM
1427
Graham Capital Management
Connecticut
$4.67M +$4.67M +30,000 New
RSS
1428
Rosenblum Silverman Sutton
California
$4.66M +$33.4K +215 +0.7%
IAMOG
1429
Investors Asset Management of Georgia
Georgia
$4.65M -$1.09K -7 -0%
TPM
1430
Triasima Portfolio Management
Quebec, Canada
$4.65M +$1.15M +7,400 +33%
MCM
1431
Monarch Capital Management
Indiana
$4.64M +$984K +6,325 +27%
AC
1432
Addison Capital
Pennsylvania
$4.62M -$63.6K -409 -1%
SACTSONJ
1433
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.62M – – –
BCM
1434
Brookmont Capital Management
Texas
$4.62M -$22.4K -144 -0.5%
AWMT
1435
AAFMAA Wealth Management & Trust
North Carolina
$4.62M +$1.7M +10,941 +58%
GIM
1436
Goelzer Investment Management
Indiana
$4.6M +$409K +2,631 +10%
KCPG
1437
Kavar Capital Partners Group
Kansas
$4.6M +$158K +1,015 +4%
ANB
1438
Amarillo National Bank
Texas
$4.58M -$37.3K -240 -0.8%
SSWM
1439
Sheets Smith Wealth Management
North Carolina
$4.58M +$54.3K +349 +1%
RIM
1440
Reliant Investment Management
Tennessee
$4.57M -$42.8K -275 -0.9%
TFS
1441
TrustCore Financial Services
Tennessee
$4.56M -$45.9K -295 -1%
CCA
1442
Checchi Capital Advisers
California
$4.55M -$168K -1,077 -4%
GF
1443
Gries Financial
Ohio
$4.54M -$25.1K -166 -0.6%
ACM
1444
Alta Capital Management
Utah
$4.53M +$274K +1,764 +6%
EBT
1445
Enterprise Bank & Trust
Massachusetts
$4.52M -$136K -875 -3%
SMI
1446
Shelter Mutual Insurance
Missouri
$4.51M – – –
AWA
1447
Arkadios Wealth Advisors
Georgia
$4.51M +$940K +6,043 +26%
CWG
1448
Cornerstone Wealth Group
North Carolina
$4.5M +$132K +900 +3%
VDBMI
1449
Van Den Berg Management I
Texas
$4.5M -$68.6K -441 -2%
WPA
1450
Winning Points Advisors
Florida
$4.5M -$576K -3,700 -11%
56 57
58
59 60