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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 %
WCM
2776
Washburn Capital Management
Florida
$444K +$444K +2,918 New
TF
2777
Trek Financial
Arizona
$442K -$128K -839 -22%
W
2778
WealthOne
New York
$442K -$13K -85 -3%
DTL
2779
Dynamic Technology Lab
Singapore
$442K +$442K +2,905 New
MC
2780
Matisse Capital
Oregon
$441K +$441K +2,901 New
RGC
2781
Roberts, Glore & Co
Illinois
$440K
AFG
2782
Affinia Financial Group
Massachusetts
$439K +$439K +2,730 New
HWM
2783
Howard Wealth Management
Connecticut
$438K +$7.75K +51 +2%
SWP
2784
ShoreHaven Wealth Partners
New Jersey
$437K +$164K +1,074 +60%
PWS
2785
Paragon Wealth Strategies
Florida
$436K -$304 -2 -0.1%
MS
2786
Maven Securities
Jersey
$436K +$436K +2,860 New
IWA
2787
IVC Wealth Advisors
Pennsylvania
$435K +$8.22K +54 +2%
FG
2788
Foster Group
Iowa
$435K +$37K +243 +9%
MGWM
2789
Marks Group Wealth Management
Minnesota
$433K +$20.2K +133 +5%
CC
2790
Colrain Capital
Massachusetts
$431K +$209K +1,500 +94%
FA
2791
Fortis Advisors
Pennsylvania
$430K
MAG
2792
Mayfair Advisory Group
Alabama
$429K -$22.7K -148 -5%
CF
2793
Corrigan Financial
Rhode Island
$427K +$304 +2 +0.1%
SG
2794
Strid Group
Pennsylvania
$426K
RC
2795
Rovin Capital
Arizona
$426K +$4.57K +30 +1%
TFA
2796
Tranquilli Financial Advisor
New Jersey
$426K +$426K +2,800 New
PAMP
2797
Polar Asset Management Partners
Ontario, Canada
$425K -$340K -2,238 -44%
APC
2798
Aspire Private Capital
North Carolina
$425K -$20.9K -137 -5%
CICI
2799
Capital Investment Counsel Inc
North Carolina
$424K +$93K +610 +28%
TA
2800
Trellis Advisors
Washington
$422K +$2.74K +18 +0.7%