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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 %
RCA
1701
Resonant Capital Advisors
Wisconsin
$3.14M -$7.16K -46 -0.2%
APG
1702
Abacus Planning Group
South Carolina
$3.13M -$221K -1,423 -7%
KTC
1703
Kistler-Tiffany Companies
Pennsylvania
$3.12M -$47.8K -307 -2%
RP
1704
Rowlandmiller & Partners
Georgia
$3.11M – – –
MUAMU
1705
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.11M -$3.11M -20,000 -50%
AFM
1706
Anson Funds Management
Texas
$3.11M +$3.11M +20,000 New
Fuller & Thaler Asset Management
1707
Fuller & Thaler Asset Management
California
$3.1M -$529K -3,400 -15%
UIA
1708
UBP Investment Advisors
Switzerland
$3.09M +$1.12M +7,181 +57%
HIC
1709
Harvey Investment Company
Kentucky
$3.09M -$105K -675 -3%
LIA
1710
LS Investment Advisors
Michigan
$3.09M -$11.6M -74,816 -79%
IA
1711
IFG Advisory
Georgia
$3.08M -$507K -3,259 -14%
DBIA
1712
Dumont & Blake Investment Advisors
New Jersey
$3.08M +$13.8K +89 +0.5%
EW
1713
Evoke Wealth
California
$3.07M -$32.7K -210 -1%
PWA
1714
Phoenix Wealth Advisors
North Carolina
$3.07M -$28.5K -186 -0.9%
NAG
1715
Northstar Advisory Group
New Jersey
$3.07M +$351K +2,257 +13%
EA
1716
Eclectic Associates
California
$3.07M -$39.4K -253 -1%
GDP
1717
Great Diamond Partners
Maine
$3.07M +$56.3K +362 +2%
WA
1718
WP Advisors
California
$3.06M +$9.02K +58 +0.3%
QPWM
1719
Quadrant Private Wealth Management
Pennsylvania
$3.06M +$138K +884 +5%
CCFM
1720
Clear Creek Financial Management
Washington
$3.05M +$2.75M +17,659 +912%
BMA
1721
Brooks Moore & Associates
Tennessee
$3.05M +$71.9K +462 +2%
AA
1722
Argent Advisors
Louisiana
$3.05M +$210K +1,351 +7%
SWIG
1723
Strategic Wealth Investment Group
Kentucky
$3.04M +$618K +3,973 +25%
BFA
1724
Beaumont Financial Advisors
Massachusetts
$3.04M +$35.9K +231 +1%
B
1725
Brightworth
Georgia
$3.03M +$385K +2,474 +15%
67 68
69
70 71