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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 %
RWM
2526
Reston Wealth Management
Virginia
$763K +$32K +210 +4%
GA
2527
Greenhaven Associates
New York
$761K
OHS
2528
Odey Holdings (Switzerland)
Switzerland
$761K +$152K +1,000 +25%
CMI
2529
Clare Market Investments
Texas
$759K +$140K +917 +23%
DL
2530
DOHJ LLC
Washington
$757K +$3.66K +24 +0.5%
WDA
2531
Wendell David Associates
New Hampshire
$757K +$58.9K +387 +8%
BEI
2532
Benjamin Edwards Inc
Missouri
$756K -$188K -1,233 -20%
BIMC
2533
Benson Investment Management Company
Virginia
$754K
AC
2534
Apella Capital
Connecticut
$754K +$19K +125 +3%
CCC
2535
Chelsea Counsel Company
California
$749K
DIM
2536
Delta Investment Management
California
$749K +$28.8K +189 +4%
SWA
2537
Sax Wealth Advisors
New Jersey
$748K +$16.1K +106 +2%
LAM
2538
LifePro Asset Management
California
$746K -$115K -755 -13%
TIM
2539
Tortoise Investment Management
New York
$746K -$12.9K -85 -2%
FB
2540
First Bancorp
Maine
$744K +$744K +4,888 New
SRSA
2541
S.R. Schill & Associates
Washington
$743K +$3.65K +24 +0.5%
VFPI
2542
Vantage Financial Partners (Illinois)
Illinois
$742K -$25.9K -170 -3%
AAM
2543
AMI Asset Management
California
$735K +$51.8K +340 +8%
CPSC
2544
Carl P. Sherr & Co
Massachusetts
$734K -$1.37K -9 -0.2%
MTC
2545
McDaniel Terry & Co
Texas
$734K
HWA
2546
HHM Wealth Advisors
Tennessee
$731K +$37.6K +247 +5%
OWA
2547
Outlook Wealth Advisors
Texas
$725K +$304 +2 +0%
CWP
2548
Curated Wealth Partners
California
$722K -$127K -827 -15%
GCP
2549
GSA Capital Partners
United Kingdom
$719K +$392K +2,577 +120%
Loomis, Sayles & Company
2550
Loomis, Sayles & Company
Massachusetts
$719K +$423K +2,777 +143%