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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 %
HIP
1601
HUB Investment Partners
Texas
$3.59M -$373K -2,397 -9%
NPA
1602
Nichols & Pratt Advisers
Massachusetts
$3.59M +$113K +725 +3%
AFA
1603
Abacus FCF Advisors
Florida
$3.59M -$266K -1,727 -7%
UHC
1604
Union Heritage Capital
Michigan
$3.58M +$731K +4,700 +26%
BCFS
1605
Butensky & Cohen Financial Security
Florida
$3.57M -$41.1K -264 -1%
MIP
1606
Marietta Investment Partners
Wisconsin
$3.57M +$120K +770 +3%
NDSI
1607
Newman Dignan & Sheerar Inc
Rhode Island
$3.56M -$37.2K -239 -1%
RCAG
1608
Rehmann Capital Advisory Group
Michigan
$3.56M -$259K -1,653 -7%
LCM
1609
Liberty Capital Management
Michigan
$3.56M -$46.5K -299 -1%
PCA
1610
Peddock Capital Advisors
Massachusetts
$3.56M -$43.3K -285 -1%
NFG
1611
Next Financial Group
Texas
$3.55M +$154K +992 +5%
CCA
1612
Cobblestone Capital Advisors
New York
$3.54M -$12.3K -79 -0.3%
MCM
1613
McMillion Capital Management
North Carolina
$3.54M -$162K -1,041 -4%
BFC
1614
Blue Fin Capital
Rhode Island
$3.52M -$62.5K -402 -2%
AIM
1615
Aspen Investment Management
Michigan
$3.52M -$10.4K -67 -0.3%
NSB
1616
Norway Savings Bank
Maine
$3.52M +$11.7K +75 +0.3%
CWAG
1617
Compton Wealth Advisory Group
Virginia
$3.52M +$42.5K +273 +1%
ESB
1618
Essex Savings Bank
Connecticut
$3.52M -$41.7K -254 -1%
PSB
1619
Piscataqua Savings Bank
New Hampshire
$3.52M -$18K -116 -0.5%
HWA
1620
HCR Wealth Advisors
California
$3.51M +$240K +1,540 +7%
HAC
1621
Harbor Advisory Corp
New Hampshire
$3.51M +$218K +1,401 +7%
GCA
1622
Gradient Capital Advisors
California
$3.51M +$33.6K +216 +1%
AIM
1623
Anchor Investment Management
South Carolina
$3.51M +$285K +1,834 +9%
HWA
1624
Heritage Way Advisors
Illinois
$3.5M -$49K -315 -1%
FWM
1625
Fairhaven Wealth Management
Illinois
$3.49M +$143K +919 +4%
63 64
65
66 67