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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 %
IF
1901
Intrua Financial
Texas
$2.31M +$14.3K +89 +0.6%
MSU
1902
Mizuho Securities USA
New York
$2.3M -$1.41M -9,039 -38%
SDWIA
1903
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.3M +$77.9K +501 +4%
DI
1904
DFPG Investments
Utah
$2.28M +$128K +822 +6%
AF
1905
Allworth Financial
California
$2.28M -$696K -4,476 -23%
LF
1906
LifeSteps Financial
California
$2.28M +$102K +657 +5%
HCCM
1907
Hudson Canyon Capital Management
New York
$2.28M -$171K -1,100 -7%
FIM
1908
Freedom Investment Management
Connecticut
$2.28M +$12.9K +83 +0.6%
PFBT
1909
Parkside Financial Bank & Trust
Missouri
$2.26M -$913K -5,869 -29%
GG
1910
Gleason Group
Kentucky
$2.26M +$13.1K +84 +0.6%
SWM
1911
Sugarloaf Wealth Management
Georgia
$2.26M +$165K +1,057 +8%
PBO
1912
Peoples Bank (Ohio)
Ohio
$2.26M +$156K +1,003 +7%
PWPS
1913
Pinnacle Wealth Planning Services
Ohio
$2.26M -$3.11K -20 -0.1%
SG
1914
Stonnington Group
California
$2.25M +$60.4K +400 +3%
MAM
1915
Mastrapasqua Asset Management
Tennessee
$2.25M +$215K +1,381 +11%
WPW
1916
Warther Private Wealth
Ohio
$2.25M +$2.25M +14,312 New
PRC
1917
Pearl River Capital
Michigan
$2.24M +$2.24M +14,398 New
GI
1918
GS Investments
Minnesota
$2.23M +$774K +4,980 +53%
HFG
1919
Heron Financial Group
New York
$2.23M +$3.11K +20 +0.1%
PFM
1920
Phillips Financial Management
Indiana
$2.23M +$149K +961 +7%
BWL
1921
Bogart Wealth LLC
Virginia
$2.22M +$359K +2,309 +19%
AFS
1922
Axiom Financial Strategies
Indiana
$2.22M +$914K +5,877 +70%
SWA
1923
SFMG Wealth Advisors
Texas
$2.22M +$28K +180 +1%
MWM
1924
Mattern Wealth Management
Kansas
$2.22M +$152K +1,001 +7%
CL
1925
Choreo LLC
Illinois
$2.22M +$450K +2,892 +25%
75 76
77
78 79