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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 %
PBC
1626
Pavion Blue Capital
California
$3.49M -$57.2K -368 -2%
IRAG
1627
Investment Research & Advisory Group
Georgia
$3.49M +$311 +2 +0%
VA
1628
Valmark Advisers
Ohio
$3.49M +$74K +476 +2%
PCM
1629
Poehling Capital Management
Wisconsin
$3.48M -$18.4K -118 -0.5%
CCM
1630
Coe Capital Management
Illinois
$3.48M -$108K -693 -3%
GBT
1631
Grove Bank & Trust
Florida
$3.48M -$3.11K -20 -0.1%
CAN
1632
Claraphi Advisory Network
United States
$3.47M +$164K +1,057 +5%
BMC
1633
Beaton Management Company
Massachusetts
$3.47M -$15.6K -100 -0.4%
AIA
1634
Armor Investment Advisors
North Carolina
$3.47M -$6.69K -43 -0.2%
MFG
1635
Magnus Financial Group
New York
$3.46M -$352K -2,262 -9%
SWA
1636
Sutton Wealth Advisors
Florida
$3.46M +$21.3K +137 +0.6%
BDF
1637
Balasa Dinverno & Foltz
$3.44M -$2.16M -13,918 -39%
WAP
1638
Wealthcare Advisory Partners
Pennsylvania
$3.42M -$100K -643 -3%
KA
1639
Kovack Advisors
Florida
$3.42M +$223K +1,433 +7%
FUBT
1640
First United Bank & Trust
Maryland
$3.42M -$182K -1,169 -5%
WCM
1641
Wunderlich Capital Managemnt
Tennessee
$3.4M +$2.18K +14 +0.1%
OC
1642
Oarsman Capital
Wisconsin
$3.4M -$325K -2,092 -9%
CAS
1643
Cascadia Advisory Services
Oregon
$3.39M +$168K +1,081 +5%
FMTCOCP
1644
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.38M +$53.5K +344 +2%
MCM
1645
Manchester Capital Management
Vermont
$3.38M -$8.87K -57 -0.3%
CH
1646
Canton Hathaway
Rhode Island
$3.38M -$66.7K -429 -2%
CPA
1647
Court Place Advisors
Maryland
$3.37M -$35K -225 -1%
HI
1648
HBK Investments
Texas
$3.36M +$1.17M +7,516 +53%
FMW
1649
Farr Miller & Washington
District of Columbia
$3.36M +$21.8K +140 +0.7%
PPWP
1650
Proquility Private Wealth Partners
Nevada
$3.35M +$68.3K +439 +2%
64 65
66
67 68