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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 %
CCMW
2576
Cypress Capital Management (Wyoming)
Wyoming
$697K
GWS
2577
Glassman Wealth Services
Virginia
$696K -$28.2K -181 -4%
RAM
2578
Riggs Asset Management
Pennsylvania
$694K +$15.5K +100 +2%
HWA
2579
HHM Wealth Advisors
Tennessee
$693K -$53.8K -346 -7%
MJRIC
2580
Mogy Joel R Investment Counsel
California
$691K
GSAM
2581
Grant Street Asset Management
Pennsylvania
$690K -$1.87K -12 -0.3%
CCC
2582
Chelsea Counsel Company
California
$688K -$77.8K -500 -10%
MFGP
2583
Marshall Financial Group (Pennsylvania)
Pennsylvania
$686K +$1.87K +12 +0.3%
PP
2584
Paloma Partners
Connecticut
$685K -$14.5M -93,398 -95%
ACM
2585
AUA Capital Management
Pennsylvania
$683K
KIG
2586
Kowal Investment Group
Wisconsin
$682K -$51.3K -330 -7%
MFGM
2587
Marshall Financial Group (Maryland)
Maryland
$681K -$2.49K -16 -0.4%
OAM
2588
Oberweis Asset Management
Illinois
$677K -$12.1K -78 -2%
SEP
2589
Southland Equity Partners
Missouri
$676K +$47.3K +304 +8%
LI
2590
LVZ Inc
Michigan
$676K +$21K +135 +3%
FA
2591
Fermata Advisors
California
$676K +$309K +1,980 +84%
LCM
2592
LCM Capital Management
Illinois
$672K +$2.8K +18 +0.4%
EIA
2593
Eldridge Investment Advisors
New Hampshire
$671K +$3.58K +23 +0.5%
HWA
2594
Hillcrest Wealth Advisors
New Jersey
$670K +$45.4K +292 +7%
SAM
2595
Summit Asset Management
Tennessee
$669K +$15.5K +100 +2%
BRA
2596
Bender Robert & Associates
California
$666K
BC
2597
Bridgefront Capital
Texas
$665K +$26K +167 +4%
NVIM
2598
New Vernon Investment Management
Illinois
$662K
ISWM
2599
Independent Solutions Wealth Management
New York
$658K +$49.5K +318 +8%
FA
2600
Fountainhead AM
New Jersey
$657K