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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 %
GIM
2801
Guild Investment Management
California
$422K +$422K +2,775 New
XS
2802
XR Securities
Illinois
$419K -$2.5M -16,438 -86%
TFIPS
2803
Towarzystwo Funduszy Inwestycyjnych PZU SA
$418K -$6.17M -40,557 -94%
AFAS
2804
Acorn Financial Advisory Services
Virginia
$418K -$43.3K -283 -9%
WIA
2805
World Investment Advisors
California
$417K -$26K -161 -6%
MMHP
2806
Murphy Middleton Hinkle & Parker
Georgia
$417K
FSG
2807
Financial Strategies Group
Michigan
$416K -$22.2K -146 -5%
VFP
2808
Verus Financial Partners
Virginia
$415K -$10.4K -67 -2%
WI
2809
Wedgewood Investors
Pennsylvania
$415K +$16.7K +110 +4%
TIA
2810
Tandem Investment Advisors
South Carolina
$414K -$74.7K -491 -15%
RC
2811
Reik & Co
New York
$414K
AGA
2812
Accuvest Global Advisors
Utah
$414K +$310K +2,034 +297%
VCWA
2813
Vanguard Capital Wealth Advisors
Colorado
$413K +$465 +3 +0.1%
AW
2814
Avion Wealth
Texas
$413K -$16.8K -110 -4%
RVPG
2815
Relative Value Partners Group
$410K
PFA
2816
Pure Financial Advisors
California
$410K +$3.04K +20 +0.7%
LF
2817
Lee Financial
Texas
$409K +$198K +1,304 +94%
MLFP
2818
MPS Loria Financial Planners
Illinois
$408K +$761 +5 +0.2%
SFG
2819
SageGuard Financial Group
Tennessee
$407K -$17.4K -114 -4%
DSAM
2820
Dock Street Asset Management
Florida
$404K +$3.19K +21 +0.8%
SOW
2821
State of Wyoming
Wyoming
$402K +$402K +2,644 New
TI
2822
Truepoint Inc
Ohio
$401K
B
2823
Bridgeworth
Alabama
$400K +$7.92K +52 +2%
WCG
2824
Weaver Consulting Group
California
$399K -$7.62K -50 -2%
CWA
2825
Capital Wealth Alliance
Arizona
$399K -$1.67K -11 -0.4%