JPM icon

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 %
MCWS
1651
McKinley Carter Wealth Services
West Virginia
$3.35M -$127K -819 -4%
AWM
1652
Affinity Wealth Management
Delaware
$3.34M -$19.9K -130 -0.6%
NPP
1653
New Potomac Partners
Maryland
$3.34M +$14.8K +95 +0.4%
MA
1654
Modus Advisors
Minnesota
$3.33M +$18K +116 +0.5%
SCM
1655
Southport Capital Management
Tennessee
$3.33M +$69.7K +448 +2%
IP
1656
Investment Partners
Ohio
$3.32M +$390K +2,506 +13%
ATC
1657
Adirondack Trust Company
New York
$3.31M +$19.9K +128 +0.6%
FFA
1658
Founders Financial Alliance
North Carolina
$3.31M +$31.4K +201 +1%
AWE
1659
Avidian Wealth Enterprises
Texas
$3.3M -$2.49K -16 -0.1%
LWAC
1660
Laurel Wealth Advisors (California)
California
$3.29M +$111K +712 +3%
MFG
1661
Merit Financial Group
Georgia
$3.27M -$41.2K -265 -1%
NG
1662
NatWest Group
United Kingdom
$3.26M -$1.09M -7,033 -25%
LAIC
1663
Lederer & Associates Investment Counsel
California
$3.26M -$30.6K -197 -0.9%
CT
1664
Columbia Trust
Oregon
$3.26M +$76.8K +494 +2%
AFWM
1665
AMJ Financial Wealth Management
Virginia
$3.25M +$3.25M +20,879 New
ARC
1666
Advisor Resource Council
Texas
$3.25M +$3.25M +20,865 New
ACP
1667
Ashfield Capital Partners
California
$3.24M +$61.6K +396 +2%
NAMP
1668
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.24M -$38.9K -250 -1%
IP
1669
Intellectus Partners
California
$3.23M -$24.3K -156 -0.7%
SC
1670
Sawyer & Company
Massachusetts
$3.23M -$240K -1,540 -7%
WWA
1671
WC Walker & Associates
California
$3.23M +$100K +644 +3%
AIP
1672
Almanack Investment Partners
Pennsylvania
$3.22M -$537K -3,452 -14%
AMG
1673
Advisors Management Group
Wisconsin
$3.22M -$1.24K -8 -0%
V
1674
VeraBank
Texas
$3.22M +$133K +854 +4%
BS
1675
Bessemer Securities
New York
$3.22M +$583K +3,750 +22%
65 66
67
68 69