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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 %
IIM
2201
InTrack Investment Management
Vermont
$1.41M -$80.6K -525 -5%
PFC
2202
Phocas Financial Corp
California
$1.41M +$47.4K +305 +3%
DM
2203
Delphi Management
Massachusetts
$1.41M +$149K +955 +12%
CPWA
2204
Cerro Pacific Wealth Advisors
California
$1.41M +$1.41M +9,033 New
CVM
2205
Cheviot Value Management
California
$1.4M +$8.4K +54 +0.6%
HFAS
2206
Hummer Financial Advisory Services
Illinois
$1.4M – – –
MA
2207
MJP Associates
Connecticut
$1.4M +$44.7K +287 +3%
CCA
2208
Childress Capital Advisors
Texas
$1.39M -$273K -1,754 -16%
FPCP
2209
Fort Point Capital Partners
California
$1.39M +$4.98K +32 +0.4%
WFI
2210
West Family Investments
California
$1.38M +$1.38M +8,898 New
RIM
2211
Redwood Investment Management
Arizona
$1.38M +$201K +1,290 +17%
KFA
2212
Krane Funds Advisors
New York
$1.38M +$254K +1,635 +23%
VAG
2213
VisionPoint Advisory Group
Texas
$1.38M -$423K -2,721 -23%
GSBTD
2214
Glenview State Bank Trust Department
Illinois
$1.38M -$42.8K -275 -3%
FMP
2215
Financial Management Professionals
Texas
$1.38M +$836K +5,372 +153%
WW
2216
Westshore Wealth
California
$1.38M +$2.02K +13 +0.1%
GA
2217
Greytown Advisors
Florida
$1.37M +$300K +1,929 +28%
THWM
2218
Taylor Hoffman Wealth Management
Virginia
$1.36M +$156 +1 +0%
LCM
2219
LVM Capital Management
Michigan
$1.36M +$62.2K +400 +5%
ACM
2220
Ayrshire Capital Management
Connecticut
$1.36M -$13.4K -86 -1%
XS
2221
XR Securities
Illinois
$1.36M +$929K +5,971 +217%
CG
2222
Clarus Group
Texas
$1.36M +$156 +1 +0%
CI
2223
CAZ Investments
Texas
$1.35M -$467K -3,000 -26%
SM
2224
Salzhauer Michael
$1.35M – – –
MG
2225
Mather Group
Illinois
$1.35M +$171K +1,097 +15%
87 88
89
90 91