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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 %
BCM
1551
Blume Capital Management
California
$3.83M +$432K +2,775 +13%
SMH
1552
Sanders Morris Harris
Texas
$3.82M +$2.7M +17,408 +240%
CPO
1553
Cerity Partners OCIO
New York
$3.82M +$135K +869 +4%
CT
1554
Clearstead Trust
Maine
$3.82M -$18.5K -119 -0.5%
WLPWM
1555
Walled Lake Planning & Wealth Management
Illinois
$3.82M +$23K +148 +0.6%
SWP
1556
Strategic Wealth Partners
Ohio
$3.82M +$601K +3,861 +19%
WOC
1557
West Oak Capital
California
$3.81M -$12.4K -80 -0.3%
PA
1558
Procyon Advisors
Connecticut
$3.81M +$241K +1,551 +7%
CFMC
1559
Curbstone Financial Management Corp
New Hampshire
$3.81M -$15.6K -100 -0.4%
CA
1560
Claro Advisors
Massachusetts
$3.81M +$80.9K +520 +2%
NL
1561
NWAM LLC
Washington
$3.8M -$44.2K -284 -1%
LDB
1562
Lee, Danner & Bass
Tennessee
$3.8M +$133K +853 +4%
PAMG
1563
Patton Albertson Miller Group
Tennessee
$3.79M +$221K +1,419 +6%
AIC
1564
Ameritas Investment Company
Nebraska
$3.79M -$4.86M -16,647 -56%
DMBA
1565
Deseret Mutual Benefit Administrators
Utah
$3.79M +$3.79M +24,336 New
GCM
1566
Gables Capital Management
Florida
$3.77M -$907K -5,834 -19%
OAMG
1567
Odey Asset Management Group
United Kingdom
$3.77M -$4.76M -30,600 -56%
AL
1568
Aspiriant LLC
California
$3.76M +$248K +1,592 +7%
NP
1569
NorthRock Partners
Minnesota
$3.76M -$82.1K -528 -2%
HA
1570
Harbor Advisors
Florida
$3.76M – – –
WAS
1571
Winch Advisory Services
Wisconsin
$3.75M +$87.6K +563 +2%
IAS
1572
IMA Advisory Services
Colorado
$3.75M +$614K +3,945 +20%
RAM
1573
Roanoke Asset Management
New Jersey
$3.74M +$641K +4,120 +21%
BL
1574
BFSG LLC
California
$3.73M +$148K +950 +4%
QCG
1575
Quadrant Capital Group
Ohio
$3.72M -$315K -2,023 -8%
61 62
63
64 65