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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 %
PFA
2101
Paradigm Financial Advisors
Missouri
$1.66M +$21K +135 +1%
VSWA
2102
Vontobel Swiss Wealth Advisors
Switzerland
$1.66M +$145K +934 +10%
CAM
2103
Cidel Asset Management
Ontario, Canada
$1.66M -$51.6K -332 -3%
WCM
2104
WealthBridge Capital Management
Ohio
$1.65M +$3.27K +21 +0.2%
SIA
2105
Strategic Investment Advisors
Michigan
$1.65M +$372K +2,395 +29%
VHAM
2106
Van Hulzen Asset Management
California
$1.65M +$681K +4,377 +70%
BCM
2107
Beck Capital Management
Texas
$1.65M +$1.65M +10,581 New
NFG
2108
Northeast Financial Group
Pennsylvania
$1.65M -$293K -1,887 -15%
OCG
2109
Opus Capital Group
Ohio
$1.64M -$106K -682 -6%
BI
2110
Ballast Inc
Kentucky
$1.64M +$214K +1,373 +15%
TCB
2111
Texas Capital Bancshares
Texas
$1.64M -$9.02K -58 -0.5%
BB
2112
Bell Bank
North Dakota
$1.63M -$98.9K -636 -6%
CPA
2113
Clear Perspective Advisors
Illinois
$1.62M -$13.5K -87 -0.8%
Eagle Capital Management (New York)
2114
Eagle Capital Management (New York)
New York
$1.62M -$45.4K -292 -3%
TA
2115
Townsend & Associates
Colorado
$1.62M +$32.4K +205 +2%
FP
2116
Fiduciary Planning
Florida
$1.61M +$471K +3,027 +41%
AIM
2117
Allen Investment Management
New York
$1.61M – – –
GWM
2118
Greenwich Wealth Management
Connecticut
$1.6M -$9.96K -64 -0.6%
CMO
2119
Covenant Multifamily Offices
Texas
$1.6M +$422K +2,710 +36%
RHAM
2120
Round Hill Asset Management
California
$1.6M – – –
CQS
2121
Credential Qtrade Securities
$1.6M -$532K -3,423 -25%
CA
2122
CapWealth Advisors
Tennessee
$1.6M +$9.34K +60 +0.6%
WIA
2123
Westbourne Investment Advisors
Maryland
$1.6M -$11.7K -75 -0.7%
NEWAS
2124
N.E.W. Advisory Services
Wisconsin
$1.6M +$36.9K +237 +2%
EFG
2125
Everhart Financial Group
Ohio
$1.59M +$182K +1,167 +13%
83 84
85
86 87