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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 %
MCCP
1951
Mission Creek Capital Partners
California
$2.15M +$196K +1,262 +10%
PH
1952
Pinnacle Holdings
Oklahoma
$2.15M -$16.8K -108 -0.8%
BMC
1953
Benin Management Corp
Connecticut
$2.15M -$140K -900 -6%
JDR
1954
Jay D. Rosenbaum
$2.14M -$30.6K -197 -1%
HPCM
1955
High Pointe Capital Management
Illinois
$2.14M – – –
FCA
1956
FinTrust Capital Advisors
South Carolina
$2.14M -$44.6K -287 -2%
MWM
1957
Midwest Wealth Management
Indiana
$2.13M -$21.8K -140 -1%
TNA
1958
True North Advisors
Texas
$2.13M +$15.9K +102 +0.7%
TEC
1959
Tiger Eye Capital
Tennessee
$2.13M -$29.4M -188,999 -93%
MPPLM
1960
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.13M +$312K +2,008 +17%
BCM
1961
Brooktree Capital Management
Michigan
$2.12M -$23.3K -150 -1%
CIM
1962
CIM Investment Management
Pennsylvania
$2.12M -$11.4K -73 -0.5%
CBT
1963
CoreFirst Bank & Trust
Kansas
$2.12M -$79.8K -513 -4%
SFO
1964
Standard Family Office
South Dakota
$2.12M +$86.3K +555 +4%
STA
1965
Summit Trail Advisors
New York
$2.11M -$24.4K -157 -1%
KLWA
1966
Kelly Lawrence W & Associates
California
$2.11M -$11.7K -75 -0.6%
LC
1967
LCNB Corp
Ohio
$2.1M – – –
JWM
1968
Jeppson Wealth Management
California
$2.1M -$19.4K -125 -0.9%
WWM
1969
Windsor Wealth Management
Indiana
$2.09M -$113K -724 -5%
TWI
1970
Thomas White International
Illinois
$2.09M – – –
VWM
1971
Venturi Wealth Management
Texas
$2.09M +$16.6K +107 +0.8%
SB
1972
Sunflower Bank
Texas
$2.08M +$43.9K +282 +2%
LAM
1973
L2 Asset Management
Massachusetts
$2.08M -$334K -2,149 -14%
AWC
1974
Abundance Wealth Counselors
Pennsylvania
$2.08M +$92.1K +592 +5%
SW
1975
StrongBox Wealth
Missouri
$2.08M +$467 +3 +0%
77 78
79
80 81