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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 %
MCG
1801
MACRO Consulting Group
New Jersey
$2.69M -$284K -1,827 -10%
AP
1802
Americana Partners
Texas
$2.69M -$3.73K -24 -0.1%
SB
1803
Strategic Blueprint
Georgia
$2.69M +$266K +1,710 +11%
ATWA
1804
Arbor Trust Wealth Advisors
Michigan
$2.68M +$38.1K +245 +1%
FMB
1805
Field & Main Bank
Kentucky
$2.68M +$41.1K +264 +2%
TCM
1806
Tandem Capital Management
New Jersey
$2.68M -$1.56K -10 -0.1%
RCIM
1807
Red Cedar Investment Management
Michigan
$2.68M – – –
NL
1808
NVWM LLC
Pennsylvania
$2.67M +$81.2K +522 +3%
KFI
1809
Key Financial Inc
Pennsylvania
$2.67M +$60.7K +400 +2%
GC
1810
GFG Capital
Florida
$2.66M +$32.7K +210 +1%
ED
1811
Exane Derivatives
France
$2.66M +$29.6K +190 +1%
SFG
1812
StrategIQ Financial Group
Indiana
$2.65M -$37.3K -240 -1%
TWA
1813
TCI Wealth Advisors
Arizona
$2.65M +$295K +1,895 +13%
CFFP
1814
Center for Financial Planning
Michigan
$2.65M -$7.31K -47 -0.3%
SP
1815
SWS Partners
Ohio
$2.61M -$892K -5,734 -25%
CWP
1816
CFM Wealth Partners
Texas
$2.61M -$9.02K -58 -0.3%
RF
1817
Rollins Financial
Georgia
$2.6M +$136K +873 +6%
AWM
1818
Aries Wealth Management
Maine
$2.6M -$57.1K -367 -2%
CA
1819
Cornerstone Advisory
Maryland
$2.59M +$98.7K +635 +4%
EHC
1820
Everett Harris & Co
California
$2.59M -$198K -1,270 -7%
WCM
1821
Weik Capital Management
Pennsylvania
$2.58M +$52.9K +340 +2%
BFA
1822
Benedict Financial Advisors
Georgia
$2.58M +$145K +930 +6%
AIC
1823
Ayalon Insurance Company
Israel
$2.58M +$328K +2,088 +15%
DAM
1824
Delta Asset Management
Tennessee
$2.58M -$140K -898 -5%
GIM
1825
Guardian Investment Management
California
$2.58M – – –
71 72
73
74 75