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 %
FWM
2376
Foresight Wealth Management
Utah
$1.04M +$140K +903 +16%
SFA
2377
Semmax Financial Advisors
North Carolina
$1.04M +$114K +731 +12%
CA
2378
Crumly & Associates
Illinois
$1.04M +$239K +1,534 +30%
NWM
2379
Northwest Wealth Management
Iowa
$1.03M -$29.5K -190 -3%
RB
2380
Rodgers Brothers
Pennsylvania
$1.03M +$70K +450 +7%
RPG
2381
Resource Planning Group
Georgia
$1.03M +$165K +1,058 +19%
BIA
2382
Bigelow Investment Advisors
Maine
$1.03M +$54.4K +350 +6%
BWM
2383
BNC Wealth Management
Oregon
$1.03M +$7.62K +49 +0.7%
LWAM
2384
Legacy Wealth Asset Management
Minnesota
$1.03M +$6.38K +41 +0.6%
GA
2385
Geller Advisors
New York
$1.03M -$51.8K -333 -5%
KFA
2386
Kelleher Financial Advisors
New York
$1.03M +$5.75K +37 +0.6%
PPW
2387
Pasadena Private Wealth
California
$1.03M +$20.4K +131 +2%
CMANY
2388
Capital Management Associates (New York)
New York
$1.02M – – –
CA
2389
Cambridge Advisors
Nebraska
$1.02M – – –
MAM
2390
McLean Asset Management
Virginia
$1.02M +$4.4K +29 +0.4%
CAM
2391
Cozad Asset Management
Illinois
$1.02M -$175K -1,124 -15%
ICM
2392
Islay Capital Management
Texas
$1.02M -$57.7K -371 -5%
AWA
2393
Alta Wealth Advisors
Massachusetts
$1.02M +$28.3K +182 +3%
FFG
2394
Fullen Financial Group
Ohio
$1.01M +$103K +661 +11%
TFCP
2395
Twin Focus Capital Partners
Massachusetts
$1.01M +$37.9K +244 +4%
WIC
2396
Wilkins Investment Counsel
Massachusetts
$1.01M -$77.8K -500 -7%
GFG
2397
Greystone Financial Group
Michigan
$1.01M +$32K +206 +3%
PWAC
2398
Private Wealth Advisors (California)
California
$1M +$3.27K +21 +0.3%
PIMG
2399
Patriot Investment Management Group
Tennessee
$1M +$37.5K +241 +4%
WWM
2400
Wagner Wealth Management
South Carolina
$1M +$71.1K +457 +8%
94 95
96
97 98