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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 %
WWM
1926
Wolff Wiese Magana
California
$2.21M -$26K -167 -1%
IF
1927
Ironwood Financial
Arizona
$2.21M +$4.2K +27 +0.2%
WAM
1928
Weatherly Asset Management
California
$2.21M – – –
PWM
1929
Palumbo Wealth Management
New York
$2.2M +$29.1K +187 +1%
NWA
1930
New World Advisors
Massachusetts
$2.2M +$1.95M +12,542 +778%
MFW
1931
Meristem Family Wealth
Minnesota
$2.19M +$633K +4,068 +41%
LFF
1932
Level Four Financial
Texas
$2.19M +$302K +1,939 +16%
WPC
1933
White Pine Capital
Minnesota
$2.18M +$85.8K +565 +4%
HCM
1934
Highlander Capital Management
New Jersey
$2.18M -$62.2K -400 -3%
Assenagon Asset Management
1935
Assenagon Asset Management
Luxembourg
$2.18M +$288K +1,853 +15%
BCA
1936
Berman Capital Advisors
Georgia
$2.17M +$312K +2,007 +17%
AFC
1937
AFT Forsyth & Company
Florida
$2.17M +$54.6K +351 +3%
VCAM
1938
Van Cleef Asset Management
Ohio
$2.16M -$35.6K -229 -2%
REMPR
1939
Roof Eidam Maycock Peralta (REMP)
California
$2.16M -$9.33K -60 -0.4%
AI
1940
Accredited Investors
Minnesota
$2.16M +$5.76K +37 +0.3%
CA
1941
Corrado Advisors
New Jersey
$2.16M +$5.6K +36 +0.3%
GSWM
1942
Golden State Wealth Management
California
$2.16M +$359K +2,306 +20%
OL
1943
Optas LLC
Texas
$2.16M -$168K -1,077 -7%
SFS
1944
Solitude Financial Services
Virginia
$2.16M -$24.7K -159 -1%
DI
1945
DAGCO Inc
Ohio
$2.16M +$35.5K +228 +2%
BWM
1946
BCGM Wealth Management
Indiana
$2.16M +$121K +798 +6%
EF
1947
Empowered Funds
Pennsylvania
$2.15M +$945K +6,073 +78%
HFP
1948
Holistic Financial Partners
Indiana
$2.15M +$37.8K +243 +2%
LCAM
1949
London & Capital Asset Management
United Kingdom
$2.15M -$28.2K -181 -1%
PCIG
1950
Partners Capital Investment Group
Massachusetts
$2.15M -$2.65M -17,046 -55%
76 77
78
79 80