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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 %
VC
2301
Veracity Capital
Georgia
$1.18M -$48.3K -6,052 -4%
CMTU
2302
Capital Markets Trading (UK)
United Kingdom
$1.18M +$150K +962 +15%
HFA
2303
High Falls Advisors
New York
$1.17M +$2.02K +13 +0.2%
CWC
2304
Carolinas Wealth Consulting
North Carolina
$1.17M +$121K +777 +11%
SIG
2305
Sky Investment Group
Connecticut
$1.17M +$122K +785 +12%
WA
2306
WESPAC Advisors
California
$1.17M -$1.73M -11,150 -60%
EM
2307
ELCO Management
New York
$1.17M +$7.15K +46 +0.6%
PCM
2308
Princeton Capital Management
New Jersey
$1.16M +$279K +1,797 +32%
PMA
2309
Prudent Man Advisors
Illinois
$1.16M -$3.73K -24 -0.3%
FNBSF
2310
First National Bank Sioux Falls
South Dakota
$1.16M -$3.11K -20 -0.3%
LIM
2311
Loudon Investment Management
New Hampshire
$1.16M -$1.25K -8 -0.1%
DS
2312
DRW Securities
Illinois
$1.16M +$826K +5,309 +248%
IF
2313
IRON Financial
Illinois
$1.15M -$39.7K -255 -3%
AWM
2314
AllSquare Wealth Management
New York
$1.15M -$7.77K -50 -0.7%
TCMP
2315
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.15M +$330K +2,123 +40%
CWS
2316
Cypress Wealth Services
California
$1.15M -$492K -3,161 -30%
CHA
2317
Carmichael Hill & Associates
Maryland
$1.14M -$15.2K -98 -1%
BOM
2318
Bank of Marin
California
$1.14M +$2.02K +13 +0.2%
IA
2319
IFG Advisors
Missouri
$1.14M +$19.7K +127 +2%
ACA
2320
Atlas Capital Advisors
Wyoming
$1.14M +$17.6K +113 +2%
SCA
2321
Sippican Capital Advisors
Massachusetts
$1.14M -$11.7K -75 -1%
MKC
2322
M. Kraus & Co
Vermont
$1.14M +$9.65K +62 +0.9%
ACM
2323
Armbruster Capital Management
New York
$1.13M – – –
AIM
2324
Axiom Investment Management
New York
$1.13M +$525K +3,378 +87%
HAS
2325
HBW Advisory Services
California
$1.13M +$283K +1,821 +33%
91 92
93
94 95