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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 %
JFGLC
2701
Johnson Financial Group LLC (Colorado)
Colorado
$528K +$528K +3,470 New
IAP
2702
Indie Asset Partners
Indiana
$525K -$153K -1,006 -23%
CAGAS
2703
Capital Advisory Group Advisory Services
Minnesota
$522K -$14.9K -98 -3%
AI
2704
Atom Investors
Texas
$520K -$1.12M -7,345 -68%
SNBOSD
2705
Security National Bank of So Dak
Iowa
$520K -$152 -1 -0%
NED
2706
Nancy E. Dempze
$520K
FNC
2707
First National Corp
Massachusetts
$519K +$3.35K +22 +0.6%
SWG
2708
Summit Wealth Group
Vermont
$518K -$2.13K -14 -0.4%
HHAM
2709
HITE Hedge Asset Management
Massachusetts
$516K
FI
2710
Fosun International
China
$513K
ACM
2711
Aljian Capital Management
Nevada
$510K -$42.2K -277 -8%
GC
2712
Grace Capital
Massachusetts
$507K -$51.9K -341 -9%
PCM
2713
Piedmont Capital Management
Montana
$506K +$21.9K +142 +5%
KOC
2714
Koss-Olinger Consulting
Florida
$506K +$506K +3,327 New
WFO
2715
Wealthgate Family Office
Colorado
$502K
JI
2716
Jeereddi Investments
California
$502K
PIA
2717
Powell Investment Advisors
Florida
$502K
LA
2718
Legacy Advisors
Pennsylvania
$502K +$133K +875 +36%
GG
2719
Golden Green
South Carolina
$502K +$502K +3,296 New
MC
2720
Machina Capital
France
$502K +$502K +3,300 New
AWP
2721
Abacus Wealth Partners
California
$501K +$49.6K +326 +11%
CC
2722
Cadinha & Co
Hawaii
$498K +$45.6K +300 +10%
LB
2723
Leo Brokerage
Texas
$497K +$1.07K +7 +0.2%
PWS
2724
Private Wealth Strategies
Ohio
$495K
GM
2725
GeoWealth Management
Illinois
$493K +$411K +2,708 +504%