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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 %
TWM
2501
TriaGen Wealth Management
California
$786K
CCM
2502
Carlson Capital Management
Minnesota
$785K -$3.66K -24 -0.5%
FCB
2503
First Command Bank
Texas
$784K +$34.6K +227 +5%
FCFS
2504
First Command Financial Services
Texas
$784K +$34.6K +227 +5%
GPWA
2505
Great Point Wealth Advisors
Massachusetts
$783K
MWPCG
2506
Measured Wealth Private Client Group
New Hampshire
$782K +$99.8K +656 +15%
PGA
2507
Portland Global Advisors
Maine
$781K
CA
2508
Crumly & Associates
Illinois
$781K +$163K +1,072 +26%
EW
2509
Element Wealth
Mississippi
$780K -$457 -3 -0.1%
SAM
2510
Seelaus Asset Management
New Jersey
$779K -$76.1K -500 -9%
WDG
2511
Wealth Dimensions Group
Ohio
$778K +$54K +355 +7%
ME
2512
McIlrath & Eck
Washington
$778K +$56.4K +370 +8%
AssetMark Inc
2513
AssetMark Inc
California
$777K -$117K -766 -13%
TAIM
2514
Te Ahumairangi Investment Management
New Zealand
$776K -$639K -4,200 -45%
STB
2515
S&T Bank
Pennsylvania
$776K -$9.29K -61 -1%
HA
2516
HYA Advisors
Missouri
$776K +$86.4K +567 +13%
CFO
2517
CVA Family Office
Colorado
$775K +$373K +2,451 +93%
ACA
2518
Affinity Capital Advisors
California
$774K +$1.52K +10 +0.2%
SIM
2519
Sadoff Investment Management
Wisconsin
$773K
NWA
2520
Navis Wealth Advisors
New York
$772K +$2.28K +15 +0.3%
GG
2521
GenWealth Group
New Jersey
$771K
CL
2522
COWA LLC
Oklahoma
$767K +$59.3K +380 +8%
GWM
2523
Gray Wealth Management
Maine
$767K +$81.1K +533 +12%
CF
2524
Copperwynd Financial
Arizona
$766K -$36.2K -238 -5%
RWI
2525
Red Wave Investments
Pennsylvania
$765K +$12.2K +80 +2%