JPM icon

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 %
EIP
2326
Easterly Investment Partners
Massachusetts
$1.13M -$2.38M -15,318 -68%
NFG
2327
Nations Financial Group
Iowa
$1.13M +$320K +2,059 +40%
PG
2328
Proffitt & Goodson
Tennessee
$1.12M -$17.6K -113 -2%
AA
2329
Alesco Advisors
New York
$1.12M – – –
Members Trust
2330
Members Trust
Florida
$1.12M +$118K +758 +12%
RPSA
2331
Richard P. Slaughter Associates
Texas
$1.12M +$28.9K +186 +3%
FH
2332
FWG Holdings
Florida
$1.12M +$1.12M +7,166 New
PWM
2333
Purus Wealth Management
California
$1.11M +$291K +1,869 +35%
SCP
2334
Syntal Capital Partners
Texas
$1.11M -$71.5K -460 -6%
CFO
2335
Collective Family Office
Pennsylvania
$1.11M +$311 +2 +0%
WMP
2336
Wealth Management Partners
Arizona
$1.11M +$20.1K +129 +2%
FCFC
2337
First Citizens Financial Corp
Iowa
$1.1M -$1.56K -10 -0.1%
CCWA
2338
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M +$1.1M +7,095 New
TCM
2339
Tributary Capital Management
Nebraska
$1.1M -$24.3K -156 -2%
TWM
2340
Tradition Wealth Management
Minnesota
$1.1M -$18.4K -118 -2%
NCM
2341
Northside Capital Management
Oregon
$1.09M -$206K -1,325 -16%
HHGA
2342
Halbert Hargrove Global Advisors
California
$1.09M +$110K +705 +11%
WAAG
2343
Wealth Alliance Advisory Group
Kansas
$1.09M +$24K +154 +2%
BA
2344
Ballew Advisors
Mississippi
$1.09M +$1.09M +6,997 New
RCG
2345
Rock Creek Group
District of Columbia
$1.09M +$156K +1,001 +17%
AF
2346
Affiance Financial
Minnesota
$1.09M +$1.87K +12 +0.2%
SPP
2347
Single Point Partners
Massachusetts
$1.09M -$87.4K -562 -7%
PCS
2348
Personal CFO Solutions
New Jersey
$1.09M -$39K -251 -3%
GIM
2349
Greylin Investment Management
Virginia
$1.08M -$15.6K -100 -1%
GC
2350
Gilbert & Cook
Iowa
$1.08M +$38K +244 +4%
92 93
94
95 96