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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 %
POIA
2751
Pin Oak Investment Advisors
Texas
$465K +$3.81K +25 +0.8%
OKSA
2752
O'Keefe Stevens Advisory
New York
$464K
CIM
2753
Confluence Investment Management
Missouri
$464K +$38.2K +251 +9%
CC
2754
Capital Counsel
New York
$463K
DJYG
2755
David J. Yvars Group
Florida
$462K +$58K +381 +14%
CRIG
2756
Charter Research & Investment Group
Connecticut
$461K
BWM
2757
BT Wealth Management
Georgia
$460K -$22.5K -148 -5%
SC
2758
Sierra Capital
Florida
$459K +$459K +3,016 New
KCM
2759
Kathmere Capital Management
Pennsylvania
$457K -$6.55K -43 -1%
NPPM
2760
North Point Portfolio Managers
Ohio
$457K +$14.2K +93 +3%
PCM
2761
Pennsylvania Capital Management
Pennsylvania
$455K -$60.8K -400 -12%
HC
2762
Hourglass Capital
Texas
$455K
AWAP
2763
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$454K -$152 -1 -0%
AWS
2764
Arkfeld Wealth Strategies
Nebraska
$450K -$85K -545 -16%
CCA
2765
Column Capital Advisors
Indiana
$449K -$4.88K -32 -1%
TFA
2766
Teamwork Financial Advisors
Texas
$449K +$34.9K +229 +8%
TS
2767
Tamar Securities
California
$448K +$7.3K +48 +2%
PCMK
2768
Paragon Capital Management (Kansas)
Kansas
$448K +$97.6K +650 +28%
AIS
2769
American Investment Services
Massachusetts
$447K
GFPC
2770
Global Financial Private Client
Florida
$445K -$59.3K -386 -12%
AC
2771
Avenir Corporation
Virginia
$445K -$25K -164 -5%
GAM
2772
Gemmer Asset Management
California
$445K -$12K -79 -3%
SLWS
2773
Swaine & Leidel Wealth Services
Florida
$445K +$26.6K +175 +6%
PWM
2774
Praetorian Wealth Management
California
$445K +$45.6K +300 +11%
AWM
2775
Aevitas Wealth Management
Massachusetts
$444K -$16.7K -110 -4%