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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 %
CB
1726
CNB Bank
Pennsylvania
$3.03M +$42.6K +274 +1%
PFSC
1727
Peoples Financial Services Corp
Pennsylvania
$3.02M -$2.02K -13 -0.1%
MCM
1728
MV Capital Management
Maryland
$3.01M +$192K +1,235 +7%
CT
1729
Coastline Trust
Rhode Island
$3.01M -$8.09K -52 -0.3%
SWMP
1730
Signature Wealth Management Partners
New Jersey
$3M -$382K -2,459 -11%
TNAM
1731
Terra Nova Asset Management
New York
$3M -$298K -1,915 -9%
SIG
1732
Sargent Investment Group
Maryland
$2.99M +$31.6K +203 +1%
VCM
1733
Vivaldi Capital Management
Illinois
$2.99M -$212K -1,327 -7%
LFA
1734
Landmark Financial Advisors
Kentucky
$2.99M +$49.6K +319 +2%
SCI
1735
Stableford Capital II
Arizona
$2.99M +$89K +572 +3%
ODG
1736
O'Dell Group
Ohio
$2.99M +$110K +708 +4%
CSPIA
1737
Cary Street Partners Investment Advisory
Virginia
$2.98M +$1.51M +9,701 +102%
BFM
1738
Boston Financial Management
Massachusetts
$2.96M +$14.3K +92 +0.5%
MWM
1739
Mission Wealth Management
California
$2.96M +$86.9K +559 +3%
YIA
1740
YHB Investment Advisors
Connecticut
$2.95M +$58.9K +379 +2%
SAM
1741
Sabadell Asset Management
Spain
$2.95M +$2.95M +18,947 New
KFGK
1742
Keystone Financial Group (Kentucky)
Kentucky
$2.95M -$112K -717 -4%
MIM
1743
Miller Investment Management
Pennsylvania
$2.95M – – –
SS
1744
Simplicity Solutions
Minnesota
$2.93M +$386K +2,484 +15%
CCM
1745
Condor Capital Management
New Jersey
$2.93M -$81.2K -522 -3%
QCM
1746
Quest Capital Management
Texas
$2.93M +$89.7K +577 +3%
DA
1747
Dillon & Associates
Michigan
$2.93M +$30.7K +197 +1%
APWM
1748
Atlas Private Wealth Management
New York
$2.93M +$196K +1,261 +7%
IWA
1749
Intercontinental Wealth Advisors
Texas
$2.93M +$92.7K +596 +3%
PCM
1750
Prelude Capital Management
New York
$2.92M -$1.06M -6,790 -27%
68 69
70
71 72