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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 %
WDL
2226
Well Done LLC
Michigan
$1.34M -$14.5K -93 -1%
PWM
2227
Prentice Wealth Management
New York
$1.34M +$73.7K +474 +6%
VCM
2228
Virtue Capital Management
Tennessee
$1.33M -$41.1K -264 -3%
Verition Fund Management
2229
Verition Fund Management
Connecticut
$1.33M +$612K +3,934 +85%
DWM
2230
Defined Wealth Management
Oregon
$1.33M +$3.11K +20 +0.2%
OBGC
2231
O'Brien Greene & Co
Pennsylvania
$1.32M – – –
TF
2232
TLWM Financial
Texas
$1.32M +$11.5K +74 +0.9%
FFS
2233
Founders Financial Securities
Maryland
$1.32M +$338K +2,172 +35%
PK
2234
Pflug Koory
Nebraska
$1.31M -$37.3K -240 -3%
FNBTCON
2235
First National Bank & Trust Co of Newtown
Pennsylvania
$1.31M -$2.33K -15 -0.2%
SHWM
2236
Silicon Hills Wealth Management
Texas
$1.31M +$18.7K +120 +1%
COCM
2237
Charter Oak Capital Management
New Hampshire
$1.31M +$19.3K +124 +1%
WMA
2238
Wealth Management Associates
New Jersey
$1.31M +$204K +1,309 +18%
CWMU
2239
Caliber Wealth Management (Utah)
Utah
$1.3M +$1.3M +8,370 New
CG
2240
CFO4Life Group
Texas
$1.3M +$26.1K +168 +2%
SC
2241
Searle & Co
Connecticut
$1.3M – – –
OFS
2242
Orrstown Financial Services
Pennsylvania
$1.3M -$29.5K -188 -2%
HFS
2243
Howard Financial Services
Texas
$1.29M +$7.93K +51 +0.6%
BFA
2244
Beacon Financial Advisory
Ohio
$1.29M +$134K +863 +12%
UH
2245
Unigestion Holding
Switzerland
$1.29M -$397K -2,574 -24%
PFS
2246
Physicians Financial Services
North Carolina
$1.29M -$80.9K -520 -6%
NL
2247
Navalign LLC
California
$1.28M +$26.3K +169 +2%
MFG
2248
Menard Financial Group
Texas
$1.28M +$65.7K +422 +5%
TCPWM
2249
Traverso Chambers Private Wealth Management
California
$1.28M +$89.8K +577 +8%
BL
2250
Balentine LLC
Georgia
$1.28M -$11.8K -76 -0.9%
88 89
90
91 92