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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 %
LC
2126
Lavaca Capital
Texas
$1.59M +$871K +5,600 +121%
WA
2127
Wealth Architects
California
$1.59M +$383K +2,459 +32%
HWMA
2128
Heritage Wealth Management (Arizona)
Arizona
$1.59M +$51.5K +331 +3%
FA
2129
Fiducient Advisors
Illinois
$1.58M -$794K -5,107 -33%
CFG
2130
CKW Financial Group
Hawaii
$1.58M -$78.5K -500 -5%
W
2131
Wealthquest
Ohio
$1.58M -$155K -996 -9%
GC
2132
Guardian Capital
Ontario, Canada
$1.57M -$607K -3,900 -28%
C
2133
Certuity
Florida
$1.57M +$32.7K +210 +2%
LWA
2134
Lineweaver Wealth Advisors
Ohio
$1.57M +$115K +737 +8%
CS
2135
Capital Square
Tennessee
$1.57M +$185K +1,208 +13%
EWM
2136
Elmwood Wealth Management
California
$1.57M – – –
GA
2137
GoalVest Advisory
New York
$1.56M +$336K +2,159 +27%
MCAI
2138
Members Capital Advisors Inc
Wisconsin
$1.56M +$1.56M +10,039 New
FNBOSM
2139
First National Bank of South Miami
Florida
$1.56M +$112K +723 +8%
BIA
2140
BHK Investment Advisors
Alabama
$1.56M -$118K -758 -7%
HP
2141
Holowesko Partners
Bahamas
$1.56M – – –
LPARFS
2142
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.56M +$1.56M +10,000 New
OIM
2143
Oder Investment Management
California
$1.55M -$24.7K -159 -2%
WAG
2144
Winthrop Advisory Group
Massachusetts
$1.55M -$59.3K -381 -4%
Kayne Anderson Rudnick Investment Management
2145
Kayne Anderson Rudnick Investment Management
California
$1.55M +$7.78K +50 +0.5%
SAS
2146
Stelac Advisory Services
New York
$1.54M +$77.8K +500 +5%
CGFA
2147
Colton Groome Financial Advisors
North Carolina
$1.54M +$1.54M +9,925 New
TCWM
2148
Total Clarity Wealth Management
Illinois
$1.54M +$62.5K +402 +4%
OIM
2149
Orca Investment Management
Oregon
$1.54M -$131K -840 -8%
OAM
2150
Optimal Asset Management
California
$1.54M -$156 -1 -0%
84 85
86
87 88