JPM icon

JPMorgan Chase

3,200 hedge funds and large institutions have $329B invested in JPMorgan Chase in 2021 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 1,336 increasing their positions, 1,369 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,200
Holders Change
+87
Holders Change %
+2.79%
% of All Funds
56.35%
Holding in Top 10
687
Holding in Top 10 Change
+157
Holding in Top 10 Change %
+29.62%
% of All Funds
12.1%
New
214
Increased
1,336
Reduced
1,369
Closed
93
Calls
$4.84B
Puts
$6.92B
Net Calls
-$2.09B
Net Calls Change
-$488M
Name Holding Trade Value Shares
Change
Shares
Change %
OFW
2476
Omnia Family Wealth
Florida
$816K +$8.67K +57 +1%
APW
2477
Austin Private Wealth
Texas
$814K -$2.13K -14 -0.3%
SF
2478
Summit Financial
New Jersey
$813K
Harris Associates
2479
Harris Associates
Illinois
$812K -$122K -800 -13%
TLP
2480
Trinity Legacy Partners
Texas
$811K +$97.7K +637 +14%
PIM
2481
Profit Investment Management
Maryland
$811K +$298K +1,953 +58%
CWA
2482
Core Wealth Advisors
Florida
$809K +$16.6K +109 +2%
JPG
2483
Jordan Park Group
California
$809K +$809K +5,315 New
FVWA
2484
Foster Victor Wealth Advisors
South Carolina
$807K +$40.1K +260 +5%
CCIA
2485
Campbell & Co Investment Adviser
Maryland
$807K +$442K +2,900 +121%
PWM
2486
Purus Wealth Management
California
$805K +$101K +665 +14%
HPC
2487
Hobart Private Capital
North Carolina
$803K -$264K -1,735 -25%
OBWG
2488
Onyx Bridge Wealth Group
New York
$803K +$69.5K +456 +9%
LIA
2489
LBMC Investment Advisors
Tennessee
$801K -$3.8K -25 -0.5%
TCMP
2490
Thrive Capital Management (Pennsylvania)
Pennsylvania
$801K +$145K +951 +22%
AFG
2491
Arkansas Financial Group
Arkansas
$797K -$32.7K -215 -4%
RW
2492
Rede Wealth
Virginia
$797K +$42.7K +280 +6%
FMN
2493
Financial Management Network
California
$797K +$44.8K +292 +6%
D
2494
Diversified
Delaware
$793K +$4.26K +28 +0.5%
SPI
2495
Santori & Peters Inc
Pennsylvania
$791K -$10.6K -70 -1%
FC
2496
Financial Consulate
Maryland
$790K +$15.2K +100 +2%
NFG
2497
Nations Financial Group
Iowa
$788K -$10.4K -68 -1%
EI
2498
Ellevest Inc
New York
$788K +$101K +664 +15%
APW
2499
Aurora Private Wealth
New Jersey
$787K -$165K -1,082 -17%
HCM
2500
Hutchinson Capital Management
California
$786K