JPMorgan Chase
JPM
3,238 hedge funds and large institutions have $371B invested in JPMorgan Chase in 2021 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,499 increasing their positions, 1,284 reducing their positions, and 88 closing their positions.
74% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 88
17% more repeat investments, than reductions
Existing positions increased: 1,499 | Existing positions reduced: 1,284
12% more capital invested
Capital invested by funds: $330B → $371B (+$40.6B)
1% more funds holding
Funds holding: 3,214 → 3,238 (+24)
1.19% less ownership
Funds ownership: 71.31% → 70.12% (-1.2%)
13% less funds holding in top 10
Funds holding in top 10: 692 → 601 (-91)
31% less call options, than puts
Call options by funds: $5.9B | Put options by funds: $8.53B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMA
Mizuho Markets Americas
New York
|
+$273M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$247M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$242M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$238M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$232M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.24B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$1.09B |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$949M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$699M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$686M |
JPM Hedge Fund Activity: Q2 2021 in Review
3,238 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2021, worth a combined $371B — up 12% from $330B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new JPM positions and 88 closed out — a net gain of 65 holders — while 1,499 added to existing stakes and 1,284 trimmed.
The largest buyer was Mizuho Markets Americas, opening a new position worth an estimated $273M. The largest seller was Capital World Investors, cutting an estimated $1.24B.
- 3,238 institutional investors held JPMorgan Chase (JPM) as of Q2 2021, up from 3,214 in Q1 2021.
- Funds reported $371B of JPMorgan Chase stock for Q2 2021, up 12% quarter-over-quarter.
- 153 funds opened new JPMorgan Chase positions in Q2 2021 and 88 closed out, a net change of +65 holders.
- The largest JPMorgan Chase buyer in Q2 2021 was Mizuho Markets Americas, an estimated $273M added.
- The largest JPMorgan Chase seller in Q2 2021 was Capital World Investors, an estimated $1.24B sold.
Based on aggregated 13F filings for Q2 2021.