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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 %
FFC
2151
First Financial Corp
Indiana
$1.53M -$39.7K -255 -3%
CP
2152
Covenant Partners
Tennessee
$1.53M – – –
LIM
2153
Longfellow Investment Management
Massachusetts
$1.53M -$837K -5,383 -35%
BFO
2154
Biltmore Family Office
North Carolina
$1.53M +$39.8K +256 +3%
FBT
2155
First Bank & Trust
South Dakota
$1.53M +$2.64K +17 +0.2%
MAWCM
2156
Mine & Arao Wealth Creation & Management
California
$1.52M -$4.82K -31 -0.3%
BAM
2157
Burgundy Asset Management
Ontario, Canada
$1.52M – – –
AC
2158
Avestar Capital
New York
$1.52M -$423K -2,718 -22%
FPGK
2159
Financial Partners Group (Kansas)
Kansas
$1.51M -$11.8K -76 -0.8%
TFA
2160
Teamwork Financial Advisors
Texas
$1.51M +$1.05M +6,763 +229%
EN1L
2161
Engine No 1 LLC
California
$1.51M +$1.51M +9,674 New
CWP
2162
Concord Wealth Partners
Virginia
$1.5M +$140K +902 +10%
BHBT
2163
Burke & Herbert Bank & Trust
Virginia
$1.5M -$8.86K -57 -0.6%
CAL
2164
Capital Advisors Ltd
Ohio
$1.5M +$116K +749 +8%
BOS
2165
Bingham Osborn & Scarborough
California
$1.49M +$200K +1,284 +15%
HWM
2166
Hemington Wealth Management
Virginia
$1.49M -$131K -842 -8%
TCM
2167
Teza Capital Management
Illinois
$1.49M -$5.42M -34,844 -78%
UCI
2168
Uncommon Cents Investing
Wisconsin
$1.49M +$18.7K +120 +1%
TIA
2169
Trust Investment Advisors
Indiana
$1.49M +$23.9K +154 +2%
SRC
2170
Sage Rhino Capital
California
$1.49M +$23K +148 +2%
PC
2171
PhiloSmith Capital
Connecticut
$1.49M – – –
PIA
2172
Pinion Investment Advisors
Kansas
$1.48M +$86.5K +556 +6%
JF
2173
JSF Financial
California
$1.48M -$2.02K -13 -0.1%
OCM
2174
Orion Capital Management
California
$1.48M – – –
BDWCC
2175
B&D White Capital Company
Texas
$1.48M – – –
85 86
87
88 89