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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 %
RWM
1451
Ritholtz Wealth Management
New York
$4.5M +$619K +3,980 +16%
GWMIA
1452
Global Wealth Management Investment Advisory
Florida
$4.49M +$94.1K +605 +2%
P
1453
Pitcairn
Pennsylvania
$4.48M -$56.6K -364 -1%
LI
1454
Lafayette Investments
Maryland
$4.47M +$73.3K +471 +2%
HH
1455
Hilltop Holdings
Texas
$4.46M +$594K +3,822 +15%
OAM
1456
Origin Asset Management
United Kingdom
$4.46M +$856K +5,500 +24%
CCM
1457
Canal Capital Management
Virginia
$4.44M +$40.3K +259 +0.9%
ST
1458
Smithfield Trust
Pennsylvania
$4.43M -$508K -3,264 -10%
MC
1459
Mathes Company
New York
$4.4M -$84K -540 -2%
CC
1460
Centiva Capital
New York
$4.39M +$1.36M +8,718 +45%
LJAC
1461
L.J. Altfest & Co
New York
$4.38M +$42.8K +275 +1%
TIA
1462
Tiemann Investment Advisors
California
$4.37M -$67.7K -435 -2%
MI
1463
Markston International
New York
$4.37M -$14.4M -92,843 -77%
CWM
1464
Chesapeake Wealth Management
Virginia
$4.36M -$172K -1,107 -4%
PTP
1465
Platform Technology Partners
New York
$4.36M +$4.36M +28,005 New
CCI
1466
Credit Capital Investments
New Jersey
$4.36M -$389K -2,500 -8%
HI
1467
Hudock Inc
Pennsylvania
$4.35M +$71.9K +462 +2%
ATI
1468
Act Two Investors
California
$4.34M -$10.6K -68 -0.2%
ZIG
1469
Zurich Insurance Group
Switzerland
$4.32M – – –
TAM
1470
Trust Asset Management
Texas
$4.32M +$498K +3,200 +13%
TI
1471
tru Independence
Oregon
$4.3M -$801K -5,151 -16%
CS
1472
Comerica Securities
Michigan
$4.29M -$2.14M -13,768 -33%
GWM
1473
GSB Wealth Management
Connecticut
$4.29M +$46.8K +301 +1%
DLG
1474
Daniel L. Goodwin
$4.29M +$50.1K +322 +1%
CRM
1475
Cramer Rosenthal McGlynn
Connecticut
$4.28M -$774K -4,979 -15%
57 58
59
60 61