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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 %
AP
2276
Atwood & Palmer
Missouri
$1.22M -$46.7K -300 -4%
RCA
2277
Reitz Capital Advisors
Michigan
$1.22M -$5.91K -38 -0.5%
IIM
2278
Ironwood Investment Management
Massachusetts
$1.22M – – –
KP
2279
Keel Point
Alabama
$1.22M -$87.3K -561 -7%
CC
2280
Corsicana & Co
Texas
$1.22M +$1.22M +7,815 New
PRWA
2281
Platte River Wealth Advisors
Colorado
$1.21M +$28.3K +182 +2%
GTAM
2282
Global Trust Asset Management
Florida
$1.21M +$332K +2,132 +38%
LIA
2283
LBMC Investment Advisors
Tennessee
$1.21M +$392K +2,520 +48%
QWM
2284
QP Wealth Management
New Jersey
$1.21M -$177K -1,141 -13%
MSS
2285
Mitchell Sinkler & Starr
Pennsylvania
$1.21M – – –
RG
2286
Renaissance Group
Kentucky
$1.2M -$108K -694 -8%
RZH
2287
Relyea Zuckerberg Hanson
Connecticut
$1.2M +$45.6K +293 +4%
SFS
2288
Summit Financial Strategies
Ohio
$1.2M +$309K +1,986 +35%
AG
2289
AIA Group
Hong Kong
$1.2M +$1.2M +8,154 New
DAM
2290
Doheny Asset Management
California
$1.2M -$31.1K -200 -3%
PWM
2291
Paulson Wealth Management
Illinois
$1.19M +$21K +135 +2%
KFS
2292
Kelly Financial Services
Massachusetts
$1.19M +$1.18M +184,215 +15,785%
PL
2293
Plancorp LLC
Missouri
$1.19M -$18K -116 -1%
DAC
2294
Dividend Assets Capital
South Carolina
$1.19M -$558K -3,589 -32%
CWA
2295
Clearview Wealth Advisors
Oregon
$1.19M +$56K +360 +5%
TWA
2296
TPB Wealth Advisors
Texas
$1.19M +$21.9K +141 +2%
MA
2297
MONECO Advisors
Connecticut
$1.19M +$39.3K +253 +3%
RWP
2298
Ridgecrest Wealth Partners
California
$1.18M -$203K -1,307 -15%
PA
2299
PSI Advisors
Florida
$1.18M +$320K +2,058 +37%
SFWA
2300
Summit Financial Wealth Advisors
Louisiana
$1.18M -$133K -856 -10%
90 91
92
93 94