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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 %
OPW
2251
Oxler Private Wealth
New York
$1.28M +$11.4K +73 +0.9%
GP
2252
Geneva Partners
Wisconsin
$1.27M +$1.27M +8,185 New
GAM
2253
Grandview Asset Management
Pennsylvania
$1.27M +$196K +1,263 +18%
AWM
2254
Accel Wealth Management
Iowa
$1.27M +$21K +135 +2%
FWM
2255
Focused Wealth Management
New York
$1.26M +$67.4K +433 +6%
CCB
2256
Cutter & Co Brokerage
Missouri
$1.26M +$40.4K +260 +3%
LJHT
2257
Laurie J. Hall Trustee
$1.26M -$89.4K -575 -7%
PA
2258
Probity Advisors
Texas
$1.26M +$1.24K +8 +0.1%
ACM
2259
Alethea Capital Management
Washington
$1.26M +$682K +4,385 +119%
SI
2260
Shaker Investments
Ohio
$1.26M +$311 +2 +0%
PCH
2261
PGIM Custom Harvest
New Jersey
$1.26M +$141K +909 +13%
UC
2262
Unio Capital
New Jersey
$1.25M +$254K +1,634 +25%
EWM
2263
Executive Wealth Management
Michigan
$1.25M +$19.3K +124 +2%
RB
2264
Renasant Bank
Mississippi
$1.25M -$44.7K -287 -3%
ICM
2265
IMS Capital Management
Oregon
$1.25M +$310K +1,994 +33%
GCM
2266
GoodHaven Capital Management
New Jersey
$1.24M – – –
SIC
2267
Samalin Investment Counsel
New York
$1.24M +$20.1K +129 +2%
CFO
2268
CVA Family Office
Colorado
$1.24M +$451K +2,898 +57%
NJBEST
2269
New Jersey Better Educational Savings Trust
New Jersey
$1.24M – – –
WGA
2270
Weather Gauge Advisory
Virginia
$1.24M +$1.09K +7 +0.1%
GPA
2271
Garrison Point Advisors
California
$1.23M +$7.78K +50 +0.6%
JWA
2272
JFS Wealth Advisors
Pennsylvania
$1.23M +$186K +1,195 +18%
AIM
2273
Alhambra Investment Management
Florida
$1.23M +$16.3K +105 +1%
LB
2274
Legacy Bridge
Iowa
$1.23M +$163K +1,050 +15%
CFG
2275
Cooper Financial Group
California
$1.22M +$49.2K +316 +4%
89 90
91
92 93