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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 %
LCM
1676
Leisure Capital Management
California
$3.2M -$53.2K -342 -2%
GKFF
1677
George Kaiser Family Foundation
Oklahoma
$3.2M -$1.21M -7,785 -27%
B
1678
Barings
North Carolina
$3.2M -$2.28M -14,639 -42%
GEA
1679
Glen Eagle Advisors
New Jersey
$3.2M +$346K +2,226 +12%
BCA
1680
Bay Colony Advisors
Massachusetts
$3.2M +$146K +937 +5%
CIA
1681
Cohen Investment Advisors
New Hampshire
$3.2M -$75.4K -485 -2%
HCM
1682
Hudson Capital Management
New Jersey
$3.2M -$80.1K -515 -2%
OPPTF
1683
OPSEU Pension Plan Trust Fund
Ontario, Canada
$3.19M -$2.36M -15,165 -42%
NB
1684
Nicolet Bankshares
Wisconsin
$3.19M +$82K +527 +3%
CCG
1685
Ceeto Capital Group
Florida
$3.19M +$933 +6 +0%
PP
1686
Pacifica Partners
Canada
$3.19M +$281K +1,820 +10%
ITIM
1687
Indiana Trust & Investment Management
Indiana
$3.19M +$180K +1,414 +6%
WP
1688
WMS Partners
Maryland
$3.19M +$44.3K +285 +1%
IIC
1689
Integrated Investment Consultants
Michigan
$3.19M +$99.4K +639 +3%
IAIM
1690
International Assets Investment Management
Florida
$3.19M -$6.87M -171,042 -68%
OF
1691
Outfitter Financial
Maine
$3.18M +$2.33K +15 +0.1%
ECM
1692
Elgethun Capital Management
South Dakota
$3.18M +$41.2K +265 +1%
RSWM
1693
Robertson Stephens Wealth Management
California
$3.17M -$593K -3,812 -16%
IC
1694
Inverness Counsel
New York
$3.17M -$37K -238 -1%
SFFS
1695
Stonehage Fleming Financial Services
Jersey
$3.16M -$82.1K -531 -3%
HCM
1696
HGI Capital Management
New York
$3.16M -$3.78M -24,297 -54%
FPB
1697
First PREMIER Bank
South Dakota
$3.16M +$10.6K +68 +0.3%
WP
1698
WealthSource Partners
California
$3.15M -$643K -4,131 -17%
AMIM
1699
Aull & Monroe Investment Management
Alabama
$3.15M – – –
AIC
1700
Archer Investment Corporation
Indiana
$3.14M – – –
66 67
68
69 70