JPM icon

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 %
MWM
2076
Modera Wealth Management
New Jersey
$1.72M +$170K +1,092 +11%
WA
2077
Waverly Advisors
Alabama
$1.72M +$455K +2,845 +36%
OAM
2078
Occidental Asset Management
California
$1.72M +$105K +677 +7%
KA
2079
Klingman & Associates
New York
$1.71M -$871K -5,601 -34%
CAM
2080
Cacti Asset Management
Georgia
$1.71M – – –
SC
2081
Sovarnum Capital
New York
$1.71M +$622K +4,000 +57%
JWM
2082
Jackson Wealth Management
Florida
$1.71M +$1.71M +10,983 New
ATFA
2083
All Terrain Financial Advisors
Minnesota
$1.71M +$1.51M +9,738 +789%
PMFA
2084
Plante Moran Financial Advisors
Michigan
$1.7M -$431K -2,771 -20%
ACM
2085
Allred Capital Management
Texas
$1.7M +$54.3K +349 +3%
JFA
2086
JNBA Financial Advisors
Minnesota
$1.7M +$50.1K +322 +3%
EAM
2087
Evanson Asset Management
California
$1.7M +$7.16K +46 +0.4%
AA
2088
Auxano Advisors
Washington
$1.7M -$62.2K -400 -4%
FWP
2089
FAS Wealth Partners
Kansas
$1.69M +$199K +1,278 +13%
PCG
2090
Private Capital Group
Connecticut
$1.69M +$16.2K +104 +1%
TIA
2091
Traphagen Investment Advisors
New Jersey
$1.68M +$650K +4,179 +63%
BHIC
2092
Bassett Hargrove Investment Counsel
Delaware
$1.68M +$1.68M +10,812 New
CSM
2093
CAMG Solamere Management
North Carolina
$1.68M -$11.4K -73 -0.7%
CB
2094
Cadence Bank
Mississippi
$1.67M -$679K -4,369 -29%
RBFC
2095
Roman Butler Fullerton & Co
Missouri
$1.67M +$42K +270 +3%
HA
2096
HC Advisors
Georgia
$1.67M +$933 +6 +0.1%
BCP
2097
Blackhawk Capital Partners
Wisconsin
$1.66M -$362K -2,377 -18%
SIM
2098
SSI Investment Management
California
$1.66M -$6.39K -41 -0.4%
TAIM
2099
Te Ahumairangi Investment Management
New Zealand
$1.66M +$871K +5,600 +110%
I
2100
INVST
Indiana
$1.66M +$131K +863 +9%
82 83
84
85 86