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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 %
UBG
1501
United Bank (Georgia)
Georgia
$4.12M +$34.7K +223 +0.8%
UM
1502
Ulysses Management
New York
$4.12M +$3.19M +20,500 +342%
PMG
1503
ProVise Management Group
Florida
$4.12M -$83.5K -537 -2%
JFA
1504
Johanson Financial Advisors
California
$4.11M +$84.7K +545 +2%
AB
1505
Atlas Brown
Kentucky
$4.11M +$117K +753 +3%
SW
1506
SkyOak Wealth
Michigan
$4.1M -$64.4K -414 -2%
SIC
1507
Shoker Investment Counsel
Ohio
$4.1M +$36.7K +236 +0.9%
CFGS
1508
Concourse Financial Group Securities
Alabama
$4.08M +$251K +1,616 +7%
MFA
1509
Mayflower Financial Advisors
Massachusetts
$4.07M -$105K -676 -3%
9WM
1510
9258 Wealth Management
Ohio
$4.06M +$128K +826 +3%
CCM
1511
Carderock Capital Management
Maryland
$4.05M -$11K -71 -0.3%
EML
1512
Eos Management LP
New York
$4.04M – – –
LHC
1513
Little House Capital
Massachusetts
$4.04M -$2.07M -13,292 -34%
NIM
1514
Nicollet Investment Management
Minnesota
$4.03M -$13.8K -89 -0.3%
NC
1515
NewSquare Capital
Pennsylvania
$4.03M +$352K +2,263 +10%
PGWM
1516
Parisi Gray Wealth Management
New Jersey
$4.03M -$273K -1,758 -6%
HCM
1517
Hengehold Capital Management
Ohio
$4.01M +$114K +735 +3%
WANY
1518
Wealthspire Advisors (New York)
New York
$4.01M -$5.07M -32,593 -56%
RWB
1519
RMR Wealth Builders
New Jersey
$4.01M -$461K -2,962 -10%
GP
1520
Greenline Partners
New York
$4M +$38.4K +247 +1%
BC
1521
Burney Company
Virginia
$4M -$11.8K -76 -0.3%
HZ
1522
Hixon Zuercher
Ohio
$4M +$2.2M +14,139 +122%
GIA
1523
Gladstone Institutional Advisory
Florida
$3.99M +$1.23M +7,905 +45%
AIS
1524
AM Investment Strategies
Tennessee
$3.97M -$114K -731 -3%
CPA
1525
Capital Planning Advisors
California
$3.96M -$167K -1,073 -4%
59 60
61
62 63