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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 %
SWK
2676
Stephen W. Kidder
$554K
GWM
2677
Gitterman Wealth Management
New Jersey
$554K +$554K +3,641 New
SL
2678
Summitry LLC
California
$553K -$92K -605 -14%
HCA
2679
Heck Capital Advisors
Wisconsin
$550K -$12.6K -83 -2%
NIC
2680
Northwest Investment Counselors
Oregon
$550K +$305 +2 +0.1%
SLA
2681
Silver Lake Advisory
Utah
$550K +$2.74K +18 +0.5%
EA
2682
Elm Advisors
California
$550K +$30.5K +200 +6%
LGA
2683
Lebenthal Global Advisors
New York
$549K +$107K +702 +24%
MCM
2684
Marathon Capital Management
Maryland
$548K -$15.2K -100 -3%
FCM
2685
Firestone Capital Management
Florida
$546K -$71K -466 -12%
HG
2686
Harbor Group
New Hampshire
$546K +$1.62K +11 +0.3%
CWM
2687
Cranbrook Wealth Management
Michigan
$546K +$97.3K +639 +22%
MWM
2688
MinichMacGregor Wealth Management
New York
$546K +$187K +1,233 +52%
SPWG
2689
Sage Private Wealth Group
Illinois
$544K -$10.5K -69 -2%
TPW
2690
Tiller Private Wealth
Pennsylvania
$542K +$456 +3 +0.1%
DCM
2691
Dimension Capital Management
Florida
$542K +$114K +747 +27%
RBCM
2692
Raub Brock Capital Management
California
$541K -$83.1K -546 -13%
ADMI
2693
Albert D. Mason Inc
Massachusetts
$541K -$2.28K -15 -0.4%
SFG
2694
Sunburst Financial Group
Alabama
$541K +$58K +381 +12%
FNBOMD
2695
First National Bank of Mount Dora
Florida
$538K +$35.9K +236 +7%
GSIS
2696
Global Strategic Investment Solutions
Arizona
$538K +$538K +3,532 New
LAI
2697
Legal Advantage Investments
California
$536K
FMP
2698
Financial Management Professionals
Texas
$533K +$35.3K +232 +7%
CIA
2699
Cascade Investment Advisors
Oregon
$532K -$18.3K -120 -3%
SAS
2700
Sanford Advisory Services
Michigan
$528K -$56K -368 -10%