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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 %
GWSG
2601
GPS Wealth Strategies Group
Colorado
$642K -$21.6K -142 -3%
LI
2602
LVZ Inc
Michigan
$641K
RWA
2603
Redhawk Wealth Advisors
Minnesota
$641K +$275K +1,810 +75%
HI
2604
Harrington Investments
California
$640K -$9.14K -60 -1%
EIA
2605
Edgemoor Investment Advisors
Maryland
$640K +$5.64K +37 +0.9%
SAM
2606
Summit Asset Management
Tennessee
$640K +$108K +711 +20%
MPW
2607
Monterey Private Wealth
California
$637K -$16.1K -107 -2%
BCP
2608
Berkeley Capital Partners
Georgia
$637K +$26.9K +177 +4%
MFW
2609
Mosaic Family Wealth
Missouri
$637K +$51.8K +340 +9%
AO
2610
Advisor OS
Illinois
$630K -$673K -4,414 -52%
CP
2611
Capital Planning
Washington
$630K
CPC
2612
Consolidated Planning Corp
Georgia
$629K -$29.4K -193 -4%
FCIM
2613
Fairview Capital Investment Management
California
$627K -$58K -381 -8%
MAM
2614
Mark Asset Management
New York
$627K -$1.98K -13 -0.3%
FC
2615
FCA Corp
Texas
$627K
SICM
2616
Sustainable Insight Capital Management
New York
$626K -$241K -1,586 -28%
BC
2617
Bridgefront Capital
Texas
$625K -$1.71M -11,226 -73%
PC
2618
Permit Capital
Pennsylvania
$623K
BWM
2619
Bulltick Wealth Management
Florida
$623K -$2.89M -19,009 -82%
DWP
2620
Destiny Wealth Partners
Florida
$622K +$8.22K +54 +1%
NWS
2621
Newport Wealth Strategies
California
$621K -$37.9K -249 -6%
TI
2622
Truehand Inc
New Hampshire
$619K
DW
2623
Domani Wealth
Pennsylvania
$618K +$93.3K +613 +18%
SEP
2624
Southland Equity Partners
Missouri
$616K +$1.83K +12 +0.3%
HWA
2625
Hillcrest Wealth Advisors
New Jersey
$612K