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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 %
Fiera Capital (Canada)
1526
Fiera Capital (Canada)
Quebec, Canada
$3.96M -$2.96K -19 -0.1%
FCMT
1527
Founders Capital Management (Texas)
Texas
$3.96M -$11K -71 -0.3%
MVA
1528
Mount Vernon Associates
Maryland
$3.96M +$1.56K +10 +0%
LWM
1529
Laidlaw Wealth Management
New York
$3.95M +$19K +122 +0.5%
PP
1530
PDS Planning
Ohio
$3.93M +$6.22K +40 +0.2%
FHA
1531
Flagship Harbor Advisors
Massachusetts
$3.92M +$23.2K +149 +0.6%
CIAS
1532
Capital Investment Advisory Services
North Carolina
$3.92M +$33.1K +213 +0.9%
HNW
1533
High Note Wealth
Minnesota
$3.92M +$42.6K +274 +1%
CNFG
1534
Creegan & Nassoura Financial Group
New Hampshire
$3.92M -$124K -796 -3%
ECML
1535
Eagle Capital Management (Louisiana)
Louisiana
$3.92M +$63.2K +406 +2%
ECU
1536
Eisler Capital (UK)
United Kingdom
$3.92M +$2.66M +17,087 +211%
HVP
1537
Hudson Value Partners
Florida
$3.92M +$7K +45 +0.2%
Wealth Enhancement Advisory Services
1538
Wealth Enhancement Advisory Services
Minnesota
$3.91M -$6.39M -41,073 -62%
LRPA
1539
L. Roy Papp & Associates
Arizona
$3.91M – – –
MCC
1540
Malaga Cove Capital
California
$3.91M +$41.1K +264 +1%
BRWM
1541
B. Riley Wealth Management
Tennessee
$3.9M +$285K +14,836 +8%
OPS
1542
Orion Portfolio Solutions
Nebraska
$3.88M +$510K +3,280 +15%
SIAG
1543
Signet Investment Advisory Group
Rhode Island
$3.86M +$278K +1,786 +8%
FBT
1544
First Bankers Trust
Kentucky
$3.85M -$649K -4,170 -14%
ZCI
1545
Zevenbergen Capital Investments
Washington
$3.85M -$271K -1,745 -7%
BRM
1546
Boston Research & Management
Massachusetts
$3.84M +$32.7K +210 +0.9%
PHS
1547
Pekin Hardy Strauss
Illinois
$3.83M +$1.08M +6,945 +39%
EWM
1548
Evermay Wealth Management
Virginia
$3.83M -$40.1K -258 -1%
RA
1549
RFG Advisory
Alabama
$3.83M +$132K +851 +4%
CSPAM
1550
Cary Street Partners Asset Management
Virginia
$3.83M -$20.7M -133,248 -84%
60 61
62
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