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JPMorgan Chase

3,219 hedge funds and large institutions have $385B invested in JPMorgan Chase in 2021 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 1,503 increasing their positions, 1,224 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,219
Holders Change
-6
Holders Change %
-0.19%
% of All Funds
56.53%
Holding in Top 10
651
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.86%
% of All Funds
11.43%
New
129
Increased
1,503
Reduced
1,224
Closed
90
Calls
$6.36B
Puts
$9.91B
Net Calls
-$3.55B
Net Calls Change
-$921M
Name Holding Trade Value Shares
Change
Shares
Change %
GSAM
2551
Grant Street Asset Management
Pennsylvania
$726K
LGA
2552
Lebenthal Global Advisors
New York
$726K +$255K +1,559 +54%
GA
2553
Geller Advisors
New York
$724K -$359K -2,189 -33%
CCC
2554
Chelsea Counsel Company
California
$724K
MFGP
2555
Marshall Financial Group (Pennsylvania)
Pennsylvania
$724K +$1.97K +12 +0.3%
MWPCG
2556
Measured Wealth Private Client Group
New Hampshire
$722K -$122K -745 -14%
SAM
2557
Summit Asset Management
Tennessee
$719K +$14.1K +86 +2%
ACM
2558
AlphaStar Capital Management
North Carolina
$719K +$340K +2,004 +89%
ACM
2559
AUA Capital Management
Pennsylvania
$718K
LI
2560
LVZ Inc
Michigan
$712K
HWA
2561
Hillcrest Wealth Advisors
New Jersey
$710K +$4.42K +27 +0.6%
CWP
2562
Concord Wealth Partners
Virginia
$708K -$871K -5,324 -55%
LCM
2563
LCM Capital Management
Illinois
$708K
EIA
2564
Eldridge Investment Advisors
New Hampshire
$707K
PCMC
2565
Paragon Capital Management (Colorado)
Colorado
$705K -$176K -1,074 -20%
CCMW
2566
Cypress Capital Management (Wyoming)
Wyoming
$705K -$28.7K -175 -4%
KIG
2567
Kowal Investment Group
Wisconsin
$705K -$13.6K -83 -2%
ISWM
2568
Independent Solutions Wealth Management
New York
$704K +$11.8K +72 +2%
TCM
2569
Triumph Capital Management
Colorado
$701K +$7.7K +47 +1%
OAM
2570
Oberweis Asset Management
Illinois
$700K -$12.6K -77 -2%
DE
2571
Day & Ennis
Georgia
$698K +$51.7K +316 +8%
BRA
2572
Bender Robert & Associates
California
$697K -$2.94K -18 -0.4%
NVIM
2573
New Vernon Investment Management
Illinois
$696K
CFA
2574
Cahill Financial Advisors
Minnesota
$695K +$50.9K +311 +8%
FCIM
2575
Fairview Capital Investment Management
California
$691K