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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 %
HIS
2651
Harvest Investment Services
Illinois
$589K +$56.6K +372 +11%
ONST
2652
Old North State Trust
North Carolina
$587K
CA
2653
CGN Advisors
Kansas
$585K -$167K -1,099 -22%
PLFAM
2654
Pineno Levin & Ford Asset Management
Virginia
$583K
SDH
2655
Sloy Dahl & Holst
Washington
$582K +$582K +3,826 New
ACWM
2656
Adams Chetwood Wealth Management
North Carolina
$579K +$9.9K +65 +2%
CA
2657
Crewe Advisors
Utah
$578K
FFA
2658
Fi3 Financial Advisors
Indiana
$578K +$578K +3,796 New
JRCM
2659
Jones Road Capital Management
New York
$578K +$578K +3,800 New
HWA
2660
Heartwood Wealth Advisors
Virginia
$577K +$147K +965 +34%
SAA
2661
Southeast Asset Advisors
Georgia
$575K -$45.4K -298 -7%
SDAM
2662
Shulman DeMeo Asset Management
New York
$573K -$698K -4,589 -55%
BHA
2663
Beech Hill Advisors
New York
$573K -$274K -1,800 -32%
BFG
2664
Berger Financial Group
Minnesota
$571K -$116K -760 -17%
FSC
2665
Full Sail Capital
Oklahoma
$569K +$125K +820 +28%
NA
2666
Nottingham Advisors
New York
$568K +$15.2K +100 +3%
CC
2667
Callan Capital
California
$567K
BAM
2668
Beaumont Asset Management
Texas
$565K +$11.9K +78 +2%
SSA
2669
South Street Advisors
New York
$565K +$15.2K +100 +3%
MF
2670
Montis Financial
Massachusetts
$564K -$130K -846 -19%
ACM
2671
Alethea Capital Management
Washington
$563K
DA
2672
DSC Advisors
Illinois
$561K +$561K +3,683 New
LOAME
2673
Lombard Odier Asset Management (Europe)
United Kingdom
$559K -$4.64M -30,464 -89%
DWA
2674
Dougherty Wealth Advisers
Minnesota
$559K
TFF
2675
The Family Firm
Maryland
$555K +$2.59K +17 +0.5%