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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 %
WAM
2626
WNY Asset Management
New York
$612K +$79.3K +522 +15%
AC
2627
Annandale Capital
Texas
$612K +$612K +4,018 New
SFA
2628
Stewardship Financial Advisors
Georgia
$611K -$151K -993 -20%
RCM
2629
Ratan Capital Management
Florida
$609K -$5.91M -38,848 -91%
EWA
2630
Evolution Wealth Advisors
Florida
$608K +$161K +1,060 +36%
UWPG
2631
Ullmann Wealth Partners Group
Florida
$605K
SAM
2632
S.A. Mason
Michigan
$605K
CFA
2633
Cahill Financial Advisors
Minnesota
$605K +$176K +1,157 +41%
DE
2634
Day & Ennis
Georgia
$604K
FA
2635
Financial Advisors
Massachusetts
$603K -$8.06K -53 -1%
RCM
2636
Requisite Capital Management
Texas
$603K +$84.4K +555 +16%
FBB
2637
Fulton Breakefield Broenniman
Maryland
$602K +$144K +945 +31%
EWP
2638
Engrave Wealth Partners
Texas
$601K -$1.22K -8 -0.2%
MHR
2639
Matthew Hamilton Rosenberg
$600K +$13.5K +89 +2%
PCFFS
2640
Pacific Center for Financial Services
California
$600K +$20.9K +137 +4%
TSS
2641
Thomas Story & Son
Indiana
$597K +$6.39K +42 +1%
MA
2642
Mosaic Advisors
Texas
$597K +$150K +986 +34%
CRCM
2643
Corbett Road Capital Management
Virginia
$596K -$83.8K -550 -12%
NG
2644
Northstar Group
New York
$596K +$46.1K +303 +8%
ISWM
2645
Independent Solutions Wealth Management
New York
$595K +$12.6K +83 +2%
SCM
2646
Stonehearth Capital Management
Massachusetts
$595K +$5.03K +33 +0.9%
PCC
2647
Park Circle Company
Maryland
$594K
CL
2648
CIM LLC
New York
$593K -$21.6K -134 -4%
FWM
2649
Filbrandt Wealth Management
Wisconsin
$592K +$3.96K +26 +0.7%
AIM
2650
Axiom Investment Management
New York
$592K +$71.4K +470 +14%