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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 %
VCM
1476
Violich Capital Management
California
$4.28M +$396K +2,545 +10%
CST
1477
Charles Schwab Trust
Nevada
$4.27M +$455K +2,928 +12%
BTWM
1478
Baker Tilly Wealth Management
Wisconsin
$4.27M +$70.9K +456 +2%
BHB
1479
Bank Hapoalim BM
Israel
$4.26M -$191K -1,231 -4%
JSMC
1480
Jess S. Morgan & Co
California
$4.26M -$51K -328 -1%
HCM
1481
Hall Capital Management
Rhode Island
$4.25M +$4.25M +27,353 New
ANRIA
1482
American National Registered Investment Advisor
Texas
$4.25M -$123K -790 -3%
AIC
1483
Argus Investors Counsel
New York
$4.24M -$291K -1,868 -6%
CIP
1484
Convergence Investment Partners
Florida
$4.24M +$65.8K +423 +2%
CWA
1485
Canvas Wealth Advisors
Kansas
$4.21M +$309K +1,988 +8%
OPA
1486
Old Port Advisors
Maine
$4.2M -$17.1K -110 -0.4%
JSL
1487
JT Stratford LLC
Georgia
$4.2M +$44K +283 +1%
JWCA
1488
J.W. Coons Advisors
Ohio
$4.19M -$86.2K -554 -2%
SSI
1489
Scott & Selber Inc
Texas
$4.18M -$50.4K -324 -1%
HPWM
1490
High Pines Wealth Management
Massachusetts
$4.18M +$66.7K +429 +2%
NAM
1491
NTV Asset Management
West Virginia
$4.18M -$47.9K -308 -1%
NNP
1492
Nachman Norwood & Parrott
South Carolina
$4.17M -$11.7K -75 -0.3%
NF
1493
Nikulski Financial
Iowa
$4.17M -$134K -877 -3%
PWMAG
1494
Pinnacle Wealth Management Advisory Group
New Jersey
$4.17M +$268K +1,722 +7%
CAAS
1495
Capital Asset Advisory Services
Michigan
$4.16M -$347K -2,231 -8%
SIAP
1496
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.16M +$2.33K +15 +0.1%
FF
1497
FourThought Financial
Florida
$4.14M -$1.92M -12,334 -32%
AFA
1498
Arlington Financial Advisors
California
$4.14M +$296K +1,903 +8%
ACG
1499
Allen Capital Group
Nebraska
$4.14M +$303K +1,948 +8%
IBOK
1500
Independence Bank of Kentucky
Kentucky
$4.12M -$55.8K -359 -1%
58 59
60
61 62