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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 %
ACM
2026
Ategra Capital Management
Virginia
$1.88M -$45.9K -295 -2%
AFP
2027
Ausdal Financial Partners
Iowa
$1.88M -$133K -856 -7%
CI
2028
CX Institutional
Indiana
$1.88M -$98.3K -632 -5%
BA
2029
Bluesphere Advisors
Pennsylvania
$1.87M -$207K -1,331 -10%
TFO
2030
Tarbox Family Office
California
$1.87M +$734K +4,717 +64%
SXL
2031
Summit X LLC
Missouri
$1.87M -$59.5K -382 -3%
BWM
2032
BigSur Wealth Management
Florida
$1.87M -$295K -1,900 -14%
WI
2033
WrapManager Inc
California
$1.86M -$24K -154 -1%
KMWM
2034
Keudell/Morrison Wealth Management
Oregon
$1.86M +$18K +116 +1%
PFGIA
2035
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$123K +790 +7%
CCC
2036
Crescent Capital Consulting
Louisiana
$1.86M -$14K -90 -0.7%
MSFS
2037
Main Street Financial Solutions
Pennsylvania
$1.86M -$21K -135 -1%
LM
2038
Lincluden Management
Ontario, Canada
$1.86M -$662K -4,256 -26%
HDIM
2039
Hanson & Doremus Investment Management
Vermont
$1.86M -$409K -4,254 -18%
NHC
2040
Nicholas Hoffman & Company
Georgia
$1.85M +$261K +1,676 +16%
PWAG
2041
Polaris Wealth Advisory Group
California
$1.84M +$28K +178 +2%
TAM
2042
Trillium Asset Management
Massachusetts
$1.84M +$352K +2,261 +24%
AIP
2043
Ahrens Investment Partners
Louisiana
$1.84M +$213K +1,369 +13%
BWP
2044
BSW Wealth Partners
Colorado
$1.83M +$63.3K +407 +4%
MCM
2045
Mainstay Capital Management
Michigan
$1.83M -$24.1K -155 -1%
KIC
2046
Kensington Investment Counsel
California
$1.82M +$32.7K +210 +2%
SFSIG
2047
San Francisco Sentry Investment Group
California
$1.82M -$236K -1,515 -11%
PCP
2048
Proficio Capital Partners
Massachusetts
$1.81M +$10.1K +65 +0.6%
BCM
2049
Breiter Capital Management
Florida
$1.81M +$10.7K +69 +0.6%
TC
2050
Trust Company
Kansas
$1.79M -$33.7K -217 -2%
80 81
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