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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 %
HR
2401
Hayden Royal
North Carolina
$1M +$934 +6 +0.1%
SCM
2402
SKBA Capital Management
California
$993K +$34.2K +220 +4%
WFC
2403
Western Financial Corp
California
$991K +$73.6K +473 +8%
AIA
2404
Alera Investment Advisors
Illinois
$981K +$20.1K +131 +2%
SCM
2405
Sterneck Capital Management
Missouri
$980K -$52.9K -349 -5%
CRWM
2406
Castle Rock Wealth Management
California
$980K -$11.5K -72 -1%
Westfield Capital Management
2407
Westfield Capital Management
Massachusetts
$980K – – –
VCM
2408
Vision Capital Management
Oregon
$980K +$156 +1 +0%
T
2409
TRUADVICE
Florida
$979K +$51.1K +337 +6%
CHP
2410
Cable Hill Partners
Oregon
$979K +$624K +4,009 +176%
IA
2411
Insight Advisors
Pennsylvania
$977K -$8.92K -59 -0.9%
BCM
2412
Brown Capital Management
Maryland
$977K -$5.75K -37 -0.6%
SFM
2413
Signet Financial Management
New Jersey
$975K +$130K +834 +15%
WMC
2414
Westwood Management Corporation
Illinois
$974K – – –
KLC
2415
Knowledge Leaders Capital
Colorado
$974K +$974K +6,260 New
KIC
2416
Keating Investment Counselors
Florida
$972K -$55.4K -356 -5%
CRI
2417
Colonial River Investments
Virginia
$972K +$52.3K +336 +6%
CFA
2418
CWS Financial Advisors
Michigan
$970K +$16.5K +106 +2%
MS
2419
Madden Securities
Texas
$969K +$35.8K +230 +4%
DHFB
2420
Dixon Hubard Feinour & Brown
Virginia
$967K -$1.15M -7,382 -54%
MHIC
2421
Marble Harbor Investment Counsel
Massachusetts
$967K +$46.7K +300 +5%
RP
2422
Riverbridge Partners
Minnesota
$965K -$24.3K -156 -2%
HCM
2423
HMS Capital Management
Tennessee
$964K +$91.4K +588 +10%
AFG
2424
Allegheny Financial Group
Pennsylvania
$960K +$24.3K +156 +3%
HWMG
2425
Hurlow Wealth Management Group
Indiana
$959K -$9.64K -62 -1%
95 96
97
98 99