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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 %
MWM
2576
Merriman Wealth Management
Washington
$677K -$82K -539 -11%
GSAM
2577
Grant Street Asset Management
Pennsylvania
$677K +$17.8K +117 +3%
MJRIC
2578
Mogy Joel R Investment Counsel
California
$676K
TWP
2579
Tempus Wealth Planning
California
$675K
OAM
2580
Oberweis Asset Management
Illinois
$674K -$7.15K -47 -1%
ARMC
2581
American Research & Management Company
Massachusetts
$669K -$86.6K -569 -11%
NFSG
2582
Newbridge Financial Services Group
Florida
$669K -$19.5K -128 -3%
MFGP
2583
Marshall Financial Group (Pennsylvania)
Pennsylvania
$669K +$2.13K +14 +0.3%
MFGM
2584
Marshall Financial Group (Maryland)
Maryland
$669K +$304K +1,998 +83%
ACM
2585
AUA Capital Management
Pennsylvania
$668K +$609 +4 +0.1%
WC
2586
Westhampton Capital
North Carolina
$667K -$42.6K -280 -6%
CCT
2587
Capital City Trust
Florida
$665K +$143K +938 +27%
RAM
2588
Riggs Asset Management
Pennsylvania
$664K
SAG
2589
Spotlight Asset Group
Illinois
$661K -$94.7K -622 -13%
GTCM
2590
Gyon Technologies Capital Management
New Jersey
$661K +$661K +4,343 New
FA
2591
Fountainhead AM
New Jersey
$657K -$27.6K -181 -4%
TCM
2592
Tanaka Capital Management
New York
$657K +$364K +2,390 +124%
LCM
2593
LCM Capital Management
Illinois
$655K
EIA
2594
Eldridge Investment Advisors
New Hampshire
$654K
WA
2595
Winfield Associates
Ohio
$652K +$21.8K +143 +3%
GC
2596
Garde Capital
Washington
$652K +$51.8K +340 +9%
BRA
2597
Bender Robert & Associates
California
$651K +$70K +460 +12%
HCM
2598
Hutner Capital Management
Vermont
$648K
TSS
2599
Two Sigma Securities
New York
$648K +$648K +4,258 New
NVIM
2600
New Vernon Investment Management
Illinois
$647K