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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 %
CIA
2176
Citadel Investment Advisory
Ohio
$1.48M – – –
HR
2177
Hardy Reed
Mississippi
$1.47M -$3.89K -25 -0.3%
GHAM
2178
Gilman Hill Asset Management
Connecticut
$1.47M +$102K +655 +7%
CFD
2179
Creative Financial Designs
Indiana
$1.47M +$484K +3,113 +49%
COF
2180
Capital One Financial
Virginia
$1.47M -$17.9K -115 -1%
EWM
2181
Empirical Wealth Management
Washington
$1.47M +$380K +2,444 +35%
BSI
2182
Bennett Selby Investments
Maine
$1.46M – – –
WCA
2183
Windsor Creek Advisors
Vermont
$1.46M +$1.71K +11 +0.1%
OPOWM
2184
One Plus One Wealth Management
Florida
$1.46M +$3.73K +24 +0.3%
DAM
2185
Derbend Asset Management
Georgia
$1.46M +$1.46M +9,353 New
LWM
2186
Lionsbridge Wealth Management
Florida
$1.45M -$143K -917 -9%
WAM
2187
WealthTrust Asset Management
Florida
$1.45M +$1.45M +9,318 New
AAM
2188
Ascension Asset Management
New York
$1.45M – – –
WDC
2189
Woodward Diversified Capital
California
$1.45M +$103K +662 +8%
IWA
2190
IBEX Wealth Advisors
New Jersey
$1.44M +$1.44M +9,275 New
VIM
2191
Vista Investment Management
Pennsylvania
$1.44M +$8.55K +55 +0.6%
TCM
2192
Towercrest Capital Management
Pennsylvania
$1.44M -$102K -653 -7%
TWP
2193
Tempus Wealth Planning
California
$1.44M +$750K +4,822 +109%
RMCM
2194
Reynders McVeigh Capital Management
Massachusetts
$1.44M +$332K +2,135 +30%
BWM
2195
BerganKDV Wealth Management
Minnesota
$1.44M -$251K -1,615 -15%
HBWM
2196
Hollow Brook Wealth Management
New York
$1.44M -$17.4K -112 -1%
HTHT
2197
Hemenway Trust Hemenway Trust
New Hampshire
$1.44M +$134K +860 +10%
FRA
2198
Front Row Advisors
California
$1.42M +$109K +706 +8%
CBT
2199
Central Bank & Trust
Kentucky
$1.42M +$11K +71 +0.8%
PMAS
2200
PNC Managed Account Solutions
Texas
$1.42M +$1.42M +9,102 New
86 87
88
89 90