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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 %
GKWIM
1826
Gerber Kawasaki Wealth & Investment Management
California
$2.58M -$136K -872 -5%
AWA
1827
Arete Wealth Advisors
Illinois
$2.57M +$56.6K +406 +2%
AWM
1828
Aberdeen Wealth Management
Illinois
$2.57M -$1.56K -10 -0.1%
1WA
1829
180 Wealth Advisors
Washington
$2.56M +$36.3K +228 +1%
QFA
1830
Quattro Financial Advisors
Texas
$2.56M -$293K -1,877 -10%
SG
1831
StoneX Group
New York
$2.56M +$81.8K +526 +3%
FWP
1832
Falcon Wealth Planning
California
$2.56M +$1.87K +12 +0.1%
DC
1833
DeDora Capital
California
$2.56M +$81K +521 +3%
MC
1834
Martin & Co
Tennessee
$2.55M -$171K -1,100 -6%
KF
1835
Krilogy Financial
Missouri
$2.54M +$127K +814 +5%
IIC
1836
Ironwood Investment Counsel
Arizona
$2.54M +$135K +865 +6%
BWM
1837
Bulltick Wealth Management
Florida
$2.54M +$1.9M +12,221 +299%
OWP
1838
Obermeyer Wealth Partners
Colorado
$2.53M -$45K -289 -2%
HCM
1839
Hodges Capital Management
Texas
$2.53M +$31.1K +200 +1%
HCM
1840
Hollencrest Capital Management
California
$2.53M -$760K -4,889 -23%
XF
1841
XML Financial
Maryland
$2.52M -$73.3K -471 -3%
RWM
1842
RKL Wealth Management
Pennsylvania
$2.51M +$37.2K +239 +2%
CIM
1843
Cambria Investment Management
California
$2.51M +$348K +2,240 +16%
CAM
1844
Centre Asset Management
New York
$2.51M -$593K -3,810 -19%
DTC
1845
Davidson Trust Company
Washington
$2.51M +$1.87K +12 +0.1%
SIM
1846
Sterling Investment Management
Arizona
$2.5M -$497K -3,193 -17%
SCA
1847
Strategic Capital Advisers
Colorado
$2.5M +$1.71K +11 +0.1%
FCCM
1848
First City Capital Management
Georgia
$2.5M -$41.7K -258 -2%
KWA
1849
KCS Wealth Advisory
California
$2.5M +$4.2K +27 +0.2%
PP
1850
Professional Planning
California
$2.5M +$136K +877 +6%
72 73
74
75 76