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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 %
KIG
2551
Kowal Investment Group
Wisconsin
$718K -$65.3K -429 -8%
WA1
2552
Wimmer Associates 1
California
$714K -$21.3K -140 -3%
AIA
2553
Arbor Investment Advisors
North Carolina
$714K
SLG
2554
Stanley-Laman Group
Pennsylvania
$714K +$89.9K +590 +14%
OCPWS
2555
One Charles Private Wealth Services
Massachusetts
$712K +$90.6K +595 +15%
LSWM
2556
Lorne Steinberg Wealth Management
Canada
$711K -$15.2K -100 -2%
BRG
2557
Bay Rivers Group
Virginia
$710K
DAM
2558
Diamant Asset Management
Connecticut
$710K
SDWMA
2559
Schneider Downs Wealth Management Advisors
Pennsylvania
$709K +$408K +2,683 +136%
GWS
2560
Glassman Wealth Services
Virginia
$708K -$12.9K -85 -2%
TF
2561
TRH Financial
Iowa
$707K +$3.04K +20 +0.4%
LC
2562
Lavaca Capital
Texas
$706K -$174K -1,146 -20%
MCIA
2563
Mountain Capital Investment Advisors
Colorado
$705K -$59.7K -387 -8%
TC
2564
Tatro Capital
Kentucky
$703K -$364K -2,393 -34%
Verition Fund Management
2565
Verition Fund Management
Connecticut
$702K +$702K +4,609 New
RHDIC
2566
R.H. Dinel Investment Counsel
California
$699K
PP
2567
Patron Partners
Texas
$699K +$29.8K +196 +4%
CG
2568
Corundum Group
Colorado
$698K +$2.59K +17 +0.4%
MIM
2569
Merrion Investment Management
New Jersey
$691K
CGH
2570
CMG Global Holdings
Texas
$691K +$691K +4,539 New
P
2571
&Partners
Tennessee
$689K
FHC
2572
First Heartland Consultants
Missouri
$686K +$127K +837 +23%
MCA
2573
Morris Capital Advisors
Pennsylvania
$684K -$61.8K -406 -8%
CCMW
2574
Cypress Capital Management (Wyoming)
Wyoming
$682K +$11.4K +75 +2%
MC
2575
Maverick Capital
Texas
$678K +$578K +3,795 +577%