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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 %
GGI
2851
Godsey & Gibb Inc
Virginia
$367K -$49.2K -323 -12%
AL
2852
Arnhold LLC
New York
$367K
AIA
2853
AIMZ Investment Advisors
California
$366K
AA
2854
Advisory Alpha
Michigan
$366K +$106K +694 +41%
AL
2855
ADE LLC
Maryland
$364K -$116K -763 -24%
FWSM
2856
First Wilshire Securities Management
California
$363K -$168K -1,103 -32%
NCMW
2857
Northern Capital Management (Washington)
Washington
$362K
AIG
2858
American International Group
New York
$361K -$40.4K -265,388 -10%
LDFR
2859
Lehman & Derafelo Financial Resources
Pennsylvania
$360K +$42.8K +281 +13%
FA
2860
Fermata Advisors
California
$360K +$360K +2,358 New
SWRP
2861
Summit Wealth & Retirement Planning
California
$358K
WFA
2862
Websterrogers Financial Advisors
South Carolina
$358K +$2.13K +14 +0.6%
CAWM
2863
Capital Advisors Wealth Management
Washington
$358K +$358K +2,354 New
AWA
2864
Aaron Wealth Advisors
Illinois
$357K -$196K -1,291 -35%
VCP
2865
Vista Capital Partners
Oregon
$357K -$16.1K -106 -4%
LWA
2866
Lenox Wealth Advisors
New York
$354K -$68.3K -449 -16%
MF
2867
Manchester Financial
California
$354K +$27.4K +180 +8%
RWMH
2868
Riverpoint Wealth Management Holdings
Illinois
$353K -$153K -1,009 -30%
GAMC
2869
Garner Asset Management Corp
Texas
$353K -$15.1K -99 -4%
WAOI
2870
Wealth Advisors of Iowa
Iowa
$353K +$152 +1 +0%
BDFN
2871
Bond & Devick Financial Network
Minnesota
$351K +$10.4K +68 +3%
PWM
2872
PRW Wealth Management
Massachusetts
$350K -$185K -1,216 -35%
OPWM
2873
Oxinas Partners Wealth Management
Indiana
$350K +$5.18K +34 +2%
BMCM
2874
Bryn Mawr Capital Management
Pennsylvania
$349K +$42K +276 +14%
CHP
2875
Cable Hill Partners
Oregon
$348K +$38.5K +253 +12%