JPM icon

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 %
AP
2651
Adero Partners
California
$601K +$119K +768 +25%
ONST
2652
Old North State Trust
North Carolina
$600K
NED
2653
Nancy E. Dempze
$599K +$67.7K +435 +13%
MCM
2654
Marathon Capital Management
Maryland
$597K +$37.9K +244 +7%
PLFAM
2655
Pineno Levin & Ford Asset Management
Virginia
$596K
SAG
2656
Spotlight Asset Group
Illinois
$592K -$83.5K -537 -12%
EBA
2657
Eagle Bay Advisors
New York
$592K +$592K +3,767 New
FRA
2658
Frank Rimerman Advisors
California
$592K +$89.4K +575 +18%
FBB
2659
Fulton Breakefield Broenniman
Maryland
$591K -$23.3K -150 -4%
HWA
2660
Heartwood Wealth Advisors
Virginia
$590K
BSSFA
2661
Baron Silver Stevens Financial Advisors
Florida
$589K +$314K +2,019 +114%
CA
2662
Centerpoint Advisors
Massachusetts
$589K +$422K +2,713 +253%
NFSG
2663
Newbridge Financial Services Group
Florida
$586K -$97.5K -627 -14%
BHA
2664
Beech Hill Advisors
New York
$585K
FA
2665
Forefront Analytics
Pennsylvania
$581K +$78.6K +505 +16%
BFG
2666
Berger Financial Group
Minnesota
$578K -$5.29K -34 -0.9%
CA
2667
Crewe Advisors
Utah
$577K -$13.5K -87 -2%
NA
2668
Nottingham Advisors
New York
$577K -$3.89K -25 -0.7%
CCT
2669
Capital City Trust
Florida
$576K -$104K -669 -15%
HG
2670
Harbor Group
New Hampshire
$576K
GC
2671
Grace Capital
Massachusetts
$576K +$57.9K +372 +11%
DA
2672
Denali Advisors
California
$575K -$2.1M -13,500 -78%
FFA
2673
Fi3 Financial Advisors
Indiana
$573K -$7.49K -49 -1%
SDAM
2674
Shulman DeMeo Asset Management
New York
$571K -$14.5K -93 -2%
DWA
2675
Dougherty Wealth Advisers
Minnesota
$571K