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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 %
GG
2826
Golden Green
South Carolina
$427K -$114K -696 -21%
AWM
2827
Altus Wealth Management
Kentucky
$427K +$981 +6 +0.2%
SFWC
2828
Strategic Family Wealth Counselors
New Jersey
$426K +$164K +1,000 +63%
CMI
2829
Clare Market Investments
Texas
$426K +$1.15K +7 +0.3%
WA
2830
Wealth Advisors
California
$425K +$5.68K +34 +1%
HCP
2831
Holt Capital Partners
Texas
$423K
KCA
2832
Karn Couzens & Associates
Connecticut
$423K
LDFR
2833
Lehman & Derafelo Financial Resources
Pennsylvania
$420K +$23.4K +143 +6%
SWRP
2834
Summit Wealth & Retirement Planning
California
$419K +$42.2K +258 +11%
OIS
2835
Okabena Investment Services
Minnesota
$417K
UFA
2836
US Financial Advisors
Massachusetts
$415K
TFGT
2837
TS Financial Group (TSFG)
Illinois
$415K +$164 +1 +0%
MCIA
2838
Mountain Capital Investment Advisors
Colorado
$414K -$212K -1,245 -34%
RC
2839
Rinet Company
Massachusetts
$414K +$135K +828 +49%
KW
2840
KWB Wealth
California
$413K +$76.4K +467 +23%
HAFS
2841
Hapanowicz & Associates Financial Services
Pennsylvania
$412K
DI
2842
Diligent Investors
California
$411K
JGIA
2843
Jackson Grant Investment Advisers
Connecticut
$411K +$491 +3 +0.1%
BWCS
2844
Beirne Wealth Consulting Services
Connecticut
$411K +$120K +730 +41%
B
2845
Bridgeworth
Alabama
$410K -$11.3K -69 -3%
LIM
2846
Lathrop Investment Management
Arkansas
$410K
JLBC
2847
J.L. Bainbridge & Co
Florida
$409K +$13.1K +80 +3%
CCA
2848
Covey Capital Advisors
Georgia
$409K +$409K +2,500 New
EWA
2849
Encompass Wealth Advisors
Oregon
$406K +$164 +1 +0%
VCP
2850
Vista Capital Partners
Oregon
$404K