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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
1
Mizuho Markets Americas
New York
$270M
2
Macquarie Group
2
Macquarie Group
Australia
$392M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$1.12B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.58B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$466M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$11.1B
2
Franklin Resources
2
Franklin Resources
California
$2.13B
3
Bank of America
3
Bank of America
North Carolina
$7.9B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.02B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
201
Axa
France
$133M +$33.4M +214,493 +33%
ASRS
202
Arizona State Retirement System
Arizona
$133M -$628K -4,039 -0.5%
AB
203
Amalgamated Bank
New York
$132M +$106M +682,684 +412%
Comerica Bank
204
Comerica Bank
Texas
$130M -$3.9M -25,272 -3%
FMI
205
Factory Mutual Insurance
Massachusetts
$130M -$4.13M -26,539 -3%
DWA
206
Douglass Winthrop Advisors
New York
$129M -$5.51M -35,456 -4%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$128M -$3.24M -20,828 -2%
ASC
208
Atalanta Sosnoff Capital
New York
$127M -$396K -2,544 -0.3%
SG Americas Securities
209
SG Americas Securities
New York
$127M +$34.7M +223,220 +38%
SCM
210
Smead Capital Management
Arizona
$124M +$14.1M +90,903 +13%
ZIM
211
Zacks Investment Management
Illinois
$121M +$244K +1,570 +0.2%
CWP
212
Capital Wealth Planning
Florida
$121M +$12.9M +82,835 +12%
ACM
213
Argent Capital Management
Missouri
$121M -$1.38M -8,899 -1%
NAM
214
Nissay Asset Management
Japan
$120M +$13.8M +88,818 +13%
GG
215
Gofen & Glossberg
Illinois
$119M -$274K -1,762 -0.2%
SOMRS
216
State of Michigan Retirement System
Michigan
$118M -$762K -4,900 -0.6%
D.E. Shaw & Co
217
D.E. Shaw & Co
New York
$117M +$34.3M +220,587 +41%
CLOS
218
Compagnie Lombard Odier SCmA
Switzerland
$113M +$10.4M +66,863 +10%
NIG
219
NFJ Investment Group
Texas
$112M -$2.3M -14,772 -2%
WF
220
Welch & Forbes
Massachusetts
$112M +$2.41M +15,496 +2%
UCFA
221
United Capital Financial Advisors
Texas
$112M +$320K +2,060 +0.3%
C
222
Consulta
United Kingdom
$112M -$67.3M -432,500 -38%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$111M +$9.53M +61,290 +9%
N
224
Natixis
France
$111M +$80M +517,105 +257%
MWNA
225
Marshall Wace North America
New York
$110M -$21.7M -139,441 -16%
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