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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 %
IRC
2351
Investors Research Corp
Georgia
$1.08M – – –
MFP
2352
Meridian Financial Partners
Virginia
$1.08M +$40.3K +269 +4%
MS
2353
Maven Securities
Jersey
$1.08M +$631K +4,060 +142%
IWS
2354
Insight Wealth Strategies
California
$1.07M -$601K -3,862 -36%
OBWG
2355
Onyx Bridge Wealth Group
New York
$1.07M +$270K +1,776 +34%
PIC
2356
Portland Investment Counsel
Ontario, Canada
$1.07M – – –
GCM
2357
Galibier Capital Management
Ontario, Canada
$1.06M – – –
SC
2358
Steph & Co
Wisconsin
$1.06M +$28.5K +183 +3%
WC
2359
Winmill & Co
New York
$1.06M – – –
SP
2360
Successful Portfolios
Florida
$1.06M +$21.5K +138 +2%
BWM
2361
Baystate Wealth Management
Massachusetts
$1.06M +$80.9K +520 +8%
ORI
2362
Oak Ridge Investments
Illinois
$1.05M – – –
HIM
2363
Hotaling Investment Management
Pennsylvania
$1.05M +$5.91K +38 +0.6%
SAM
2364
SignalPoint Asset Management
Missouri
$1.05M +$30.2K +194 +3%
FFWM
2365
Future Financial Wealth Management
Ohio
$1.04M -$104K -671 -9%
AO
2366
Advisor OS
Illinois
$1.04M +$401K +2,578 +62%
GQG Partners
2367
GQG Partners
Florida
$1.04M +$1.04M +6,714 New
VWM
2368
Vigilare Wealth Management
Arizona
$1.04M -$8.09K -52 -0.8%
RW
2369
REDW Wealth
New Mexico
$1.04M +$31.6K +203 +3%
VFA
2370
Voya Financial Advisors
Connecticut
$1.04M -$6.89M -44,727 -87%
FQ
2371
First Quadrant
California
$1.04M -$716K -4,600 -41%
AI
2372
AXS Investments
New York
$1.04M +$57.7K +371 +6%
PCAP
2373
Pratt Collard Advisory Partners
New York
$1.04M -$2.64K -17 -0.3%
DIA
2374
Dean Investment Associates
Ohio
$1.04M -$1.56K -10 -0.1%
FNBOH
2375
First National Bank of Hutchinson
Kansas
$1.04M +$18.5K +119 +2%
93 94
95
96 97