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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 %
GWM
1751
Graybill Wealth Management
Illinois
$2.92M +$15.4K +99 +0.5%
GLA
1752
Good Life Advisors
Pennsylvania
$2.91M -$36.9K -237 -1%
WA
1753
Wambolt & Associates
Colorado
$2.9M +$715K +4,549 +33%
VNA
1754
Valley National Advisers
Pennsylvania
$2.89M -$26.8K -172 -0.9%
VBCG
1755
Valley Brook Capital Group
Pennsylvania
$2.89M +$87.1K +560 +3%
PIP
1756
Peachtree Investment Partners
Florida
$2.89M -$184K -1,186 -6%
HFBOT
1757
Home Federal Bank of Tennessee
Tennessee
$2.88M -$124K -800 -4%
FSCM
1758
Front Street Capital Management
Montana
$2.88M -$246K -1,580 -8%
SMC
1759
Smith, Moore & Co
Missouri
$2.88M +$45.9K +295 +2%
AW
1760
Alaethes Wealth
Nevada
$2.88M +$71.2K +458 +3%
RCM
1761
RB Capital Management
Nevada
$2.87M +$118K +759 +4%
CAC
1762
Certified Advisory Corp
Florida
$2.87M +$142K +913 +5%
SMA
1763
Sage Mountain Advisors
Georgia
$2.86M +$191K +1,231 +7%
MWM
1764
Minot Wealth Management
Massachusetts
$2.85M +$595K +3,824 +26%
WPA
1765
West Paces Advisors
Georgia
$2.85M -$51.6K -332 -2%
OWA
1766
Octavia Wealth Advisors
Ohio
$2.85M +$53.8K +346 +2%
BCM
1767
Boltwood Capital Management
California
$2.84M -$22.2K -143 -0.8%
SAM
1768
Secure Asset Management
Michigan
$2.84M +$43.9K +282 +2%
CA
1769
Continental Advisors
Utah
$2.84M -$335K -2,155 -11%
HIC
1770
Holderness Investments Company
North Carolina
$2.84M +$54.9K +353 +2%
DMK
1771
David M. Knott
$2.83M +$420K +2,700 +17%
SIA
1772
Soltis Investment Advisors
Utah
$2.83M +$268K +1,721 +10%
CWM
1773
Connecticut Wealth Management
Connecticut
$2.82M +$2.82M +18,144 New
AF
1774
Aldebaran Financial
$2.82M +$42.9K +274 +2%
GSEP
1775
Golden State Equity Partners
California
$2.82M +$177K +1,136 +7%
69 70
71
72 73