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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 %
OCM
1851
Orleans Capital Management
Louisiana
$2.5M -$137K -880 -5%
4WM
1852
44 Wealth Management
Oregon
$2.49M -$119K -766 -5%
IFWM
1853
Institute for Wealth Management
Colorado
$2.49M +$50.6K +325 +2%
BEC
1854
Blue Edge Capital
Virginia
$2.49M -$4.51K -29 -0.2%
RDFA
1855
Ritter Daniher Financial Advisory
Ohio
$2.49M +$467 +3 +0%
ZB
1856
Zions Bancorporation
Utah
$2.49M -$84.3K -542 -3%
CAM
1857
Covenant Asset Management
New Jersey
$2.49M +$47.8K +307 +2%
BCM
1858
Birmingham Capital Management
Alabama
$2.48M -$101K -652 -4%
JF
1859
Jump Financial
Illinois
$2.48M -$1.07M -6,910 -30%
GGHC
1860
Gilder Gagnon Howe & Co
New York
$2.47M -$165K -1,060 -6%
S
1861
Seeyond
France
$2.47M -$90.6K -583 -4%
STC
1862
Sarah T. Connolly
$2.47M -$18.7K -120 -0.8%
PWA
1863
Providence Wealth Advisors
Illinois
$2.45M +$11.7K +76 +0.5%
SCM
1864
Seascape Capital Management
New Hampshire
$2.45M -$70.1K -451 -3%
CIC
1865
Chilton Investment Company
Connecticut
$2.45M -$108K -696 -4%
SCP
1866
Sandhill Capital Partners
New York
$2.45M +$153K +981 +7%
HH
1867
HWG Holdings
Texas
$2.45M -$34.2K -220 -1%
BSA
1868
Bull Street Advisors
Georgia
$2.45M +$12.4K +80 +0.5%
GPFA
1869
Game Plan Financial Advisors
Ohio
$2.45M +$11.7K +75 +0.5%
RIA
1870
Realta Investment Advisors
Delaware
$2.44M +$122K +784 +5%
OAM
1871
Oak Asset Management
California
$2.44M +$24.9K +160 +1%
WA
1872
Wealth Alliance
New York
$2.44M -$119K -765 -5%
MIM
1873
Moseley Investment Management
Florida
$2.43M -$57.9K -372 -2%
TLP
1874
Trinity Legacy Partners
Texas
$2.43M +$1.61M +10,327 +195%
TLCM
1875
Twin Lakes Capital Management
California
$2.43M -$28.3K -182 -1%
73 74
75
76 77