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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 %
FAM
1876
Fulcrum Asset Management
United Kingdom
$2.43M -$2.6M – –
AWM
1877
Accurate Wealth Management
Florida
$2.42M +$2.42M +15,576 New
NME
1878
Notis-McConarty Edward
$2.42M -$214K -1,375 -8%
WA
1879
WBH Advisory
Maryland
$2.42M -$541K -3,565 -18%
MCA
1880
Magnolia Capital Advisors
Mississippi
$2.42M +$2.42M +15,530 New
RTC
1881
Riverview Trust Company
Washington
$2.4M -$21K -135 -0.9%
ATPW
1882
Ashton Thomas Private Wealth
Arizona
$2.4M +$33.6K +216 +1%
CWA
1883
Clarity Wealth Advisors
California
$2.39M +$213K +1,370 +10%
CBFP
1884
Cedar Brook Financial Partners
Ohio
$2.38M -$18.4K -118 -0.8%
BCFD
1885
Boit C.F. David
$2.38M +$2.38M +15,329 New
QI
1886
Qtron Investments
Massachusetts
$2.38M -$669K -4,304 -22%
EWM
1887
EPG Wealth Management
Georgia
$2.38M +$104K +666 +5%
APF
1888
Alaska Permanent Fund
Alaska
$2.38M +$2.38M +15,300 New
CRCM
1889
Crystal Rock Capital Management
Illinois
$2.37M – – –
AC
1890
Asio Capital
Kentucky
$2.37M +$208K +1,337 +10%
FFG
1891
Fortem Financial Group
California
$2.37M +$117K +752 +5%
MPCG
1892
Matrix Private Capital Group
New York
$2.37M -$190K -1,221 -7%
PWMG
1893
Pinnacle Wealth Management Group
Michigan
$2.37M +$2.37M +15,215 New
EI
1894
Ethic Inc
New York
$2.36M -$3.17M -20,360 -57%
KS
1895
Karpas Strategies
Connecticut
$2.35M +$2.64K +17 +0.1%
NCM
1896
Neumann Capital Management
California
$2.35M -$93.3K -600 -4%
PIG
1897
Pantheon Investment Group
California
$2.34M +$9.64K +62 +0.4%
BFA
1898
Brendel Financial Advisors
New Hampshire
$2.33M -$1.08M -6,925 -32%
GA
1899
GFS Advisors
Texas
$2.33M +$236K +1,515 +11%
CWM
1900
Cornerstone Wealth Management
Missouri
$2.31M +$2.33K +15 +0.1%
74 75
76
77 78