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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
1
Mizuho Markets Americas
New York
$270M
2
Macquarie Group
2
Macquarie Group
Australia
$392M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$1.12B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.58B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$466M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$11.1B
2
Franklin Resources
2
Franklin Resources
California
$2.13B
3
Bank of America
3
Bank of America
North Carolina
$7.9B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.02B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
CIBC World Markets
New York
$233M -$173M -1,110,611 -43%
AII
152
AGF Investments Inc
Ontario, Canada
$229M -$5.2M -33,423 -2%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$226M +$2.94M +18,877 +1%
RFC
154
Regions Financial Corp
Alabama
$221M -$9.18M -59,040 -4%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$218M +$3.71M +23,837 +2%
CB
156
Commerce Bank
Missouri
$217M +$4.69M +30,130 +2%
RCAMU
157
Rothschild & Co Asset Management US
Connecticut
$215M +$6.85M +44,029 +3%
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
$212M +$381K +2,452 +0.2%
First Trust Advisors
159
First Trust Advisors
Illinois
$212M +$47.4M +305,049 +29%
Aviva
160
Aviva
United Kingdom
$210M -$1.95M -12,568 -0.9%
AC
161
Alleghany Corporation
New York
$205M – – –
Los Angeles Capital Management
162
Los Angeles Capital Management
California
$200M -$25.4M -163,216 -11%
GT
163
Glenmede Trust
Pennsylvania
$199M -$1.07M -6,857 -0.5%
Treasurer of the State of North Carolina
164
Treasurer of the State of North Carolina
North Carolina
$198M -$2.22M -14,270 -1%
EIP
165
Epoch Investment Partners
New York
$193M -$9.5M -61,083 -5%
AAMU
166
AEGON Asset Management (UK)
United Kingdom
$192M -$23.3M -149,804 -11%
DC
167
Davenport & Co
Virginia
$192M +$294K +1,890 +0.2%
HA
168
Homestead Advisers
Virginia
$186M -$2.63M -16,900 -1%
Calamos Advisors
169
Calamos Advisors
Illinois
$181M +$24.1M +155,171 +15%
Mitsubishi UFJ Asset Management
170
Mitsubishi UFJ Asset Management
Japan
$180M +$22.3M +143,420 +14%
CBT
171
Capital Bank & Trust
California
$179M -$4.91M -31,583 -3%
Nomura Asset Management
172
Nomura Asset Management
Japan
$179M -$3.69M -23,705 -2%
Skandinaviska Enskilda Banken (SEB)
173
Skandinaviska Enskilda Banken (SEB)
Sweden
$177M -$5.37M -34,498 -3%
Natixis Advisors
174
Natixis Advisors
Massachusetts
$175M +$2.11M +13,594 +1%
EAM
175
Eagle Asset Management
Florida
$174M -$5.29M -34,041 -3%
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