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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 %
FRA
2726
Frank Rimerman Advisors
California
$492K
AIIMS
2727
Analyst IMS Investment Management Services
Israel
$491K -$57.1K -375 -10%
AWA
2728
AmeriServ Wealth Advisors
Pennsylvania
$491K
FA
2729
Forefront Analytics
Pennsylvania
$491K +$3.35K +22 +0.7%
BWA
2730
Bordeaux Wealth Advisors
California
$490K -$2.13K -14 -0.4%
WFM
2731
Wolff Financial Management
Michigan
$489K
NFP
2732
Novak Financial Planning
Maryland
$488K +$1.68K +11 +0.3%
PI
2733
Parkside Investments
Illinois
$485K -$4.02M -26,425 -89%
CM
2734
Columbus Macro
Pennsylvania
$483K -$165K -1,086 -26%
ACP
2735
Aveo Capital Partners
Colorado
$483K +$483K +3,175 New
DACG
2736
Donor Advised Charitable Giving
California
$480K
WFWM
2737
Wechter Feldman Wealth Management
New Jersey
$480K
BFS
2738
Bickling Financial Services
Massachusetts
$480K +$185K +1,218 +63%
PAG
2739
Pinnacle Advisory Group
Maryland
$479K +$479K +3,147 New
TA
2740
TrueWealth Advisors
Alabama
$478K +$90.3K +605 +23%
IGGA
2741
Iron Gate Global Advisors
Utah
$476K -$9.72K -64 -2%
MAG
2742
MRA Advisory Group
New Jersey
$476K -$5.18K -34 -1%
RIS
2743
Retirement Income Solutions
Michigan
$476K -$1.98K -13 -0.4%
MWM
2744
Mascoma Wealth Management
New Hampshire
$476K +$18.4K +121 +4%
LRIA
2745
Leonard Rickey Investment Advisors
Washington
$475K +$23.1K +152 +5%
OFA
2746
Oak Family Advisors
Illinois
$474K +$41.6K +273 +10%
IFO
2747
Independent Family Office
New York
$473K -$79.8K -448 -14%
AP
2748
Adero Partners
California
$471K +$216K +1,420 +85%
CAM
2749
Claret Asset Management
Quebec, Canada
$470K -$102K -668 -18%
SCM
2750
Stevens Capital Management
Pennsylvania
$470K +$470K +3,088 New