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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 %
CSWG
2426
Cardinal Strategic Wealth Guidance
Kentucky
$955K -$25.6K -165 -3%
BFG
2427
Bouchey Financial Group
New York
$954K -$7.93K -51 -0.8%
SFM
2428
Systematic Financial Management
New Jersey
$945K – – –
PWM
2429
PBMares Wealth Management
Virginia
$943K -$41.5K -267 -4%
NFG
2430
Nadler Financial Group
Illinois
$943K +$1.71K +11 +0.2%
CAM
2431
Cubic Asset Management
Massachusetts
$941K -$15.6K -100 -2%
RPWA
2432
Regent Peak Wealth Advisors
Georgia
$934K +$75.3K +496 +9%
WH
2433
Whitcomb & Hess
Ohio
$934K +$934K +6,007 New
RTS
2434
Round Table Services
New Jersey
$930K -$73.9K -475 -7%
DLHL
2435
Donald L. Hagan LLC
Florida
$929K +$49.9K +321 +6%
CP
2436
Castleview Partners
Texas
$929K +$929K +5,976 New
SLG
2437
Stanley-Laman Group
Pennsylvania
$920K +$191K +1,228 +26%
CCM
2438
Crew Capital Management
Ohio
$918K – – –
AWG
2439
Altus Wealth Group
Colorado
$917K -$467 -3 -0.1%
MWM
2440
Maltin Wealth Management
New Jersey
$911K -$378K -2,430 -29%
BDF
2441
Black Diamond Financial
Maryland
$910K – – –
BAM
2442
Bellevue Asset Management
Washington
$908K +$156 +1 +0%
FPWM
2443
FSB Premier Wealth Management
Iowa
$905K +$29.2K +188 +3%
AAM
2444
AMI Asset Management
California
$903K +$152K +979 +20%
IFG
2445
Investors Financial Group
Minnesota
$902K +$19.8K +127 +2%
DWP
2446
Destiny Wealth Partners
Florida
$901K +$266K +1,708 +42%
SQA
2447
Simon Quick Advisors
New Jersey
$898K -$4.04K -26 -0.4%
WA
2448
WealthTrust Axiom
Pennsylvania
$897K -$94.7K -609 -10%
JHCP
2449
Jackson Hole Capital Partners
Oklahoma
$895K -$45.6K -293 -5%
RWA
2450
RGT Wealth Advisors
Texas
$894K -$24.1K -155 -3%
96 97
98
99 100