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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 %
AWA
2051
Acorn Wealth Advisors
Michigan
$1.79M +$45K +289 +3%
GWA
2052
GGM Wealth Advisors
Maryland
$1.79M +$5.55K +36 +0.3%
Jacobs Levy Equity Management
2053
Jacobs Levy Equity Management
New Jersey
$1.79M -$651K -4,187 -27%
MFG
2054
Monte Financial Group
Connecticut
$1.79M -$628K -4,040 -26%
FMT
2055
First Mercantile Trust
Tennessee
$1.79M -$229K -1,474 -11%
GWCM
2056
Godshalk Welsh Capital Management
Pennsylvania
$1.79M -$15.1K -100 -0.8%
FDS
2057
First Dallas Securities
Texas
$1.79M +$124K +800 +7%
SJIM
2058
St. Johns Investment Management
Florida
$1.78M -$19.4K -125 -1%
PWMG
2059
Prestige Wealth Management Group
New Jersey
$1.78M +$301K +1,936 +20%
CCP
2060
Clough Capital Partners
Massachusetts
$1.78M -$25.7M -165,030 -94%
MCA
2061
Mercer Capital Advisers
New Jersey
$1.77M -$7.78K -50 -0.4%
HPWM
2062
Highland Private Wealth Management
Washington
$1.77M +$35.5K +228 +2%
PB
2063
Pinnacle Bancorp
Nebraska
$1.77M +$10.6K +68 +0.6%
CGA
2064
Crescent Grove Advisors
Illinois
$1.76M -$95.8K -616 -5%
BHTS
2065
Bar Harbor Trust Services
Maine
$1.76M +$56.6K +364 +3%
PWM
2066
Peterson Wealth Management
Nevada
$1.76M +$650K +4,176 +59%
CA
2067
Continuum Advisory
Idaho
$1.75M +$799K +5,135 +84%
BSAM
2068
Blue Square Asset Management
New York
$1.75M -$441K -2,837 -20%
PFWA
2069
Paces Ferry Wealth Advisors
Georgia
$1.75M -$103K -665 -6%
CCM
2070
Community Capital Management
Florida
$1.74M +$342K +2,200 +24%
PC
2071
Port Capital
Illinois
$1.74M -$59.7K -384 -3%
RHP
2072
Royal Harbor Partners
Texas
$1.74M +$110K +705 +7%
UFF
2073
USA Financial Formulas
Michigan
$1.74M +$399K +2,567 +30%
TGAM
2074
TBH Global Asset Management
Tennessee
$1.74M +$404K +2,599 +30%
FI
2075
Financial Insights
Washington
$1.73M +$1.73M +1,113 New
81 82
83
84 85