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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 %
LA
1976
LexAurum Advisors
Kansas
$2.07M +$99.1K +637 +5%
AFS
1977
Aft Forsyth & Sober
Florida
$2.06M – – –
SWM
1978
Sculati Wealth Management
Michigan
$2.06M +$79.5K +511 +4%
TP
1979
Tranquility Partners
Tennessee
$2.06M -$123K -790 -6%
LWMM
1980
Legacy Wealth Management (Mississippi)
Mississippi
$2.06M +$24.1K +155 +1%
CCG
1981
Chatham Capital Group
Georgia
$2.04M – – –
LCM
1982
Legato Capital Management
California
$2.04M +$2.04M +13,110 New
TFA
1983
Trinity Financial Advisors
Ohio
$2.03M -$2.05M -13,167 -50%
KA
1984
KLCM Advisors
Wisconsin
$2.02M +$32K +206 +2%
Loomis, Sayles & Company
1985
Loomis, Sayles & Company
Massachusetts
$2M +$1.27M +8,139 +172%
HIC
1986
Hartline Investment Corp
Illinois
$2M +$17.1K +110 +0.9%
AFS
1987
Access Financial Services
Minnesota
$2M -$703K -4,518 -26%
MAM
1988
Myriad Asset Management
Hong Kong
$2M +$2M +12,825 New
LNWTC
1989
Laird Norton Wetherby Trust Company
Washington
$1.99M -$151K -974 -7%
SC
1990
Saturna Capital
Washington
$1.98M – – –
WP
1991
WealthShield Partners
North Carolina
$1.98M +$321K +2,066 +19%
BA
1992
Birinyi Associates
Connecticut
$1.98M -$46.7K -300 -2%
WWM
1993
WT Wealth Management
Arizona
$1.97M +$309K +1,984 +19%
TAIM
1994
TD Ameritrade Investment Management
Nebraska
$1.97M +$154K +991 +8%
CIM
1995
Chapman Investment Management
California
$1.97M – – –
RCA
1996
Ranch Capital Advisors
Florida
$1.97M +$41.2K +265 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
1997
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.97M -$1.97M -12,639 -50%
DA
1998
DCM Advisors
New York
$1.96M -$1.26M -8,090 -39%
SCG
1999
Sonata Capital Group
Washington
$1.96M – – –
HBT
2000
Heartland Bank & Trust
Illinois
$1.95M -$177K -1,136 -8%
78 79
80
81 82