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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 %
ARMT
1776
Amica Retiree Medical Trust
Rhode Island
$2.81M -$604K -3,881 -18%
SIA
1777
SkyView Investment Advisors
New Jersey
$2.81M – – –
FAIM
1778
Financial Advocates Investment Management
Washington
$2.81M -$2.02M -13,011 -42%
IIA
1779
IPG Investment Advisors
California
$2.81M -$242K -1,556 -8%
SLT
1780
St Louis Trust
Missouri
$2.81M – – –
AIM
1781
Acropolis Investment Management
Missouri
$2.8M +$16.6K +107 +0.6%
ADBIC
1782
A.D. Beadell Investment Counsel
Wisconsin
$2.8M -$27.2K -175 -1%
BC
1783
Burleson & Co
California
$2.8M +$2.33K +15 +0.1%
GFS
1784
GYL Financial Synergies
Connecticut
$2.8M +$3.11K +20 +0.1%
JIP
1785
JBJ Investment Partners
South Carolina
$2.78M -$295K -1,899 -10%
MWA
1786
Moser Wealth Advisors
Washington
$2.77M +$27.2K +175 +1%
EHWM
1787
Eads & Heald Wealth Management
Georgia
$2.77M -$48.5K -312 -2%
FPIS
1788
Financial Planning & Information Services
Wisconsin
$2.75M -$17.3K -111 -0.6%
AFA
1789
AllGen Financial Advisors
Florida
$2.75M -$6.55M -42,089 -70%
SCM
1790
Spreng Capital Management
Ohio
$2.75M +$60.4K +388 +2%
Edgewood Management
1791
Edgewood Management
Connecticut
$2.75M -$23.3K -150 -0.8%
IAS
1792
Investment Advisory Services
Texas
$2.74M +$2.74M +17,638 New
LTI
1793
Laffer Tengler Investments
Tennessee
$2.73M -$527K -3,389 -16%
RMAM
1794
Raab & Moskowitz Asset Management
New Jersey
$2.73M +$37K +238 +1%
NCM
1795
Next Capital Management
New York
$2.71M -$603K -3,879 -18%
FANJ
1796
Financial Architects (New Jersey)
New Jersey
$2.71M +$249K +1,604 +10%
EL
1797
EMFO LLC
Florida
$2.71M +$2.71M +17,420 New
DA
1798
Doliver Advisors
Texas
$2.71M +$768K +4,936 +40%
RA
1799
Rational Advisors
New York
$2.7M +$69.5K +447 +3%
LSAG
1800
Lake Street Advisors Group
New Hampshire
$2.7M -$10.2K -63 -0.4%
70 71
72
73 74