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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 %
LOIM
2001
Liberty One Investment Management
Illinois
$1.95M +$15.4K +99 +0.8%
MA
2002
MCF Advisors
Kentucky
$1.95M +$2.33K +15 +0.1%
MIAS
2003
Mason Investment Advisory Services
Virginia
$1.94M – – –
ACS
2004
Archford Capital Strategies
Illinois
$1.94M +$241K +1,549 +14%
SN
2005
Sittner & Nelson
Oregon
$1.93M +$42.5K +273 +2%
SF
2006
Summit Financial
New Jersey
$1.93M +$1.1M +7,065 +132%
CHJWM
2007
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.93M +$57.7K +380 +3%
WCM
2008
Windsor Capital Management
Arizona
$1.93M -$65.5K -421 -3%
GFP
2009
Gryphon Financial Partners
Ohio
$1.93M +$58.2K +404 +3%
WCM
2010
Washington Capital Management
Washington
$1.93M +$71.6K +460 +4%
VIA
2011
Vident Investment Advisory
Georgia
$1.92M +$112K +720 +6%
SFG
2012
Summit Financial Group
West Virginia
$1.92M +$256K +1,646 +15%
PIA
2013
Perennial Investment Advisors
California
$1.92M +$123K +794 +7%
PCM
2014
Pointe Capital Management
Michigan
$1.91M +$279K +1,792 +17%
PIM
2015
Perpetual Investment Management
Australia
$1.91M -$406K -2,613 -18%
BST
2016
Bath Savings Trust
Maine
$1.9M +$54.4K +350 +3%
WorldQuant Millennium Advisors
2017
WorldQuant Millennium Advisors
New York
$1.9M -$13.1M -84,267 -87%
CASB
2018
Cape Ann Savings Bank
Massachusetts
$1.9M +$35K +225 +2%
DFA
2019
Delta Financial Advisors
Louisiana
$1.9M +$40.3K +259 +2%
OCPWS
2020
One Charles Private Wealth Services
Massachusetts
$1.9M +$1.17M +7,516 +161%
BCAM
2021
Boston Common Asset Management
Massachusetts
$1.89M +$94.9K +610 +5%
PPP
2022
Private Portfolio Partners
New Jersey
$1.89M -$93.3K -600 -5%
CA
2023
Calton & Associates
Florida
$1.89M -$1.17M -7,518 -38%
CPIA
2024
Cornell Pochily Investment Advisors
New York
$1.89M +$159K +1,020 +9%
PAM
2025
Premier Asset Management
Illinois
$1.88M +$388K +2,496 +26%
79 80
81
82 83