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JPMorgan Chase

3,219 hedge funds and large institutions have $385B invested in JPMorgan Chase in 2021 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 1,503 increasing their positions, 1,224 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,219
Holders Change
-6
Holders Change %
-0.19%
% of All Funds
56.53%
Holding in Top 10
651
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.86%
% of All Funds
11.43%
New
129
Increased
1,503
Reduced
1,224
Closed
90
Calls
$6.36B
Puts
$9.91B
Net Calls
-$3.55B
Net Calls Change
-$921M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
2726
Sunburst Financial Group
Alabama
$517K +$164 +1 +0%
PC
2727
Permit Capital
Pennsylvania
$516K -$71.1K -435 -12%
AWA
2728
AmeriServ Wealth Advisors
Pennsylvania
$516K
TF
2729
TRH Financial
Iowa
$512K -$153K -936 -23%
RIS
2730
Retirement Income Solutions
Michigan
$512K
TIA
2731
Tandem Investment Advisors
South Carolina
$511K -$14.1K -86 -3%
TC
2732
Truvestments Capital
Florida
$511K +$1.47K +9 +0.3%
OFA
2733
Oak Family Advisors
Illinois
$510K +$164 +1 +0%
AWM
2734
Aevitas Wealth Management
Massachusetts
$509K -$2.79K -17 -0.5%
IFO
2735
Independent Family Office
New York
$508K -$140K -854 -22%
NWA
2736
Navis Wealth Advisors
New York
$507K -$325K -1,987 -39%
AGA
2737
Accuvest Global Advisors
Utah
$507K +$103K +621 +26%
LWA
2738
Lenox Wealth Advisors
New York
$503K -$25.5K -156 -5%
CC
2739
Cadinha & Co
Hawaii
$503K -$19.8K -121 -4%
CM
2740
Columbus Macro
Pennsylvania
$503K -$7.69K -47 -2%
ACM
2741
Aljian Capital Management
Nevada
$502K -$32.9K -200 -6%
AWA
2742
Aaron Wealth Advisors
Illinois
$502K +$23.2K +142 +5%
TA
2743
TrueWealth Advisors
Alabama
$500K -$27.3K -167 -5%
LC
2744
Landaas & Company
Wisconsin
$499K -$441K -2,697 -47%
NPPM
2745
North Point Portfolio Managers
Ohio
$499K +$8.18K +50 +2%
SVCP
2746
Silicon Valley Capital Partners
California
$499K +$40.9K +250 +9%
CAM
2747
Claret Asset Management
Quebec, Canada
$498K -$24.5K -150 -5%
CICI
2748
Capital Investment Counsel Inc
North Carolina
$498K
WCG
2749
Weaver Consulting Group
California
$497K +$22.4K +137 +5%
CRIG
2750
Charter Research & Investment Group
Connecticut
$496K