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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 %
AWM
2826
Altus Wealth Management
Kentucky
$396K +$1.22K +8 +0.3%
HGWM
2827
Horst & Graben Wealth Management
Oregon
$396K +$152K +1,000 +62%
KCA
2828
Karn Couzens & Associates
Connecticut
$394K
DA
2829
Detalus Advisors
Missouri
$388K -$49.5K -325 -11%
SNBOSCI
2830
Security National Bank of Sioux City Iowa
Iowa
$387K +$59.5K +391 +18%
OA
2831
Oxbow Advisors
Texas
$387K +$74.7K +491 +24%
UFA
2832
US Financial Advisors
Massachusetts
$386K -$9.91K -65 -3%
LWM
2833
Liberty Wealth Management
California
$386K
EWA
2834
Encompass Wealth Advisors
Oregon
$385K -$25.8K -166 -6%
HAFS
2835
Hapanowicz & Associates Financial Services
Pennsylvania
$384K -$277K -1,820 -42%
WA
2836
Wealth Advisors
California
$384K +$149 +1 +0%
SAM
2837
Sequent Asset Management
Texas
$384K +$152 +1 +0%
CAG
2838
Curtis Advisory Group
California
$381K -$30.5K -200 -7%
JGIA
2839
Jackson Grant Investment Advisers
Connecticut
$381K +$3.35K +22 +0.9%
CCA
2840
Covey Capital Advisors
Georgia
$381K +$381K +2,500 New
HCP
2841
Holt Capital Partners
Texas
$379K
MAM
2842
Marotta Asset Management
Virginia
$377K +$15.4K +100 +4%
MAM
2843
Martingale Asset Management
Massachusetts
$376K +$376K +2,469 New
DI
2844
Diligent Investors
California
$374K -$34.1K -224 -8%
DBRC
2845
D.B. Root & Company
Pennsylvania
$374K -$9.74K -64 -3%
LIM
2846
Lathrop Investment Management
Arkansas
$373K
IP
2847
Isthmus Partners
Wisconsin
$371K -$7.45K -49 -2%
CHA
2848
Cooper/Haims Advisors
New York
$370K +$17.8K +117 +5%
JLBC
2849
J.L. Bainbridge & Co
Florida
$369K -$260K -1,703 -41%
TFGT
2850
TS Financial Group (TSFG)
Illinois
$368K -$20K -131 -5%