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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 %
BOS
1576
Bank of Stockton
California
$3.7M -$82.9K -533 -2%
RFN
1577
RDA Financial Network
Iowa
$3.7M +$12.1K +78 +0.3%
XSC
1578
X-Square Capital
Puerto Rico
$3.7M +$645K +4,150 +21%
MMG
1579
Monetary Management Group
Missouri
$3.69M -$15.6K -100 -0.4%
FCFC
1580
First Commonwealth Financial Corp
Pennsylvania
$3.69M -$11.2K -72 -0.3%
Nomura Holdings
1581
Nomura Holdings
Japan
$3.69M +$3.65M +23,917 +10,583%
VNIM
1582
Vaughan Nelson Investment Management
Texas
$3.68M +$315K +2,025 +9%
SCI
1583
S&CO Inc
Massachusetts
$3.68M – – –
SAMT
1584
Select Asset Management & Trust
Pennsylvania
$3.67M -$2.33M -14,960 -39%
CBA
1585
Coastal Bridge Advisors
Connecticut
$3.67M +$160K +1,026 +5%
TMAM
1586
Tokio Marine Asset Management
Japan
$3.67M +$201K +1,292 +6%
PFO
1587
Pathstone Family Office
New Jersey
$3.67M +$688K +4,424 +23%
FBFS
1588
First Business Financial Services
Wisconsin
$3.67M +$351K +2,255 +11%
OIA
1589
Optimum Investment Advisors
Illinois
$3.66M -$994K -6,392 -21%
GAM
1590
Geier Asset Management
Maryland
$3.66M -$106K -679 -3%
CAG
1591
Csenge Advisory Group
Florida
$3.66M +$520K +3,314 +17%
FCA
1592
FLC Capital Advisors
California
$3.65M -$93.6K -602 -3%
5L
1593
55I LLC
Massachusetts
$3.64M +$519K +3,336 +17%
SWM
1594
Selective Wealth Management
Virginia
$3.63M -$705K -4,531 -16%
SW
1595
SlateStone Wealth
Florida
$3.63M -$239K -1,538 -6%
HKIM
1596
Hayek Kallen Investment Management
Alabama
$3.63M +$18.7K +120 +0.5%
SWA
1597
SOA Wealth Advisors
New York
$3.6M -$59.6K -383 -2%
SOAMC
1598
Spirit of America Management Corp
New York
$3.6M -$117K -750 -3%
WR
1599
WD Rutherford
Oregon
$3.6M +$24.9K +160 +0.7%
LOAMS
1600
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.6M +$142K +914 +4%
62 63
64
65 66