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JPMorgan Chase

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
Name Holding Trade Value Shares
Change
Shares
Change %
WA
2551
Winfield Associates
Ohio
$744K +$77.8K +500 +12%
Cohen & Steers
2552
Cohen & Steers
New York
$742K -$161K -1,037 -18%
CGH
2553
CMG Global Holdings
Texas
$742K +$35.6K +229 +5%
BWM
2554
Birchcreek Wealth Management
Ohio
$734K -$144K -925 -16%
AIA
2555
Arbor Investment Advisors
North Carolina
$734K +$3.89K +25 +0.5%
MPW
2556
Monterey Private Wealth
California
$734K +$75.6K +486 +11%
P
2557
&Partners
Tennessee
$731K +$27.2K +175 +4%
DL
2558
DOHJ LLC
Washington
$727K -$46.7K -300 -6%
SDWMA
2559
Schneider Downs Wealth Management Advisors
Pennsylvania
$724K -$1.09K -7 -0.2%
MWM
2560
Merriman Wealth Management
Washington
$722K +$30.2K +194 +4%
FHC
2561
First Heartland Consultants
Missouri
$720K +$19.1K +123 +3%
TCOO
2562
Trust Company of Oklahoma
Oklahoma
$719K -$119K -762 -14%
WA1
2563
Wimmer Associates 1
California
$718K -$11.7K -75 -2%
ARMC
2564
American Research & Management Company
Massachusetts
$715K +$31.1K +200 +5%
RHDIC
2565
R.H. Dinel Investment Counsel
California
$714K
JFGLC
2566
Johnson Financial Group LLC (Colorado)
Colorado
$713K +$174K +1,116 +32%
GG
2567
GenWealth Group
New Jersey
$712K -$75.5K -486 -10%
CAM
2568
Campion Asset Management
Virginia
$710K -$190K -1,220 -21%
AA
2569
Addison Advisors
Vermont
$710K +$710K +4,563 New
BRG
2570
Bay Rivers Group
Virginia
$709K -$15.5K -100 -2%
MIM
2571
Merrion Investment Management
New Jersey
$706K
GC
2572
Garde Capital
Washington
$705K +$38.9K +250 +6%
SAA
2573
Southeast Asset Advisors
Georgia
$700K +$113K +725 +19%
AWM
2574
Avondale Wealth Management
Texas
$700K +$700K +4,500 New
MCA
2575
Morris Capital Advisors
Pennsylvania
$699K