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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 %
SFG
2876
Sovereign Financial Group
Connecticut
$348K +$92.9K +611 +36%
JC
2877
Jacobs & Co
California
$347K
1W
2878
1776 Wealth
Georgia
$345K -$71.8K -472 -17%
SAM
2879
SP Asset Management
California
$344K +$934 +6 +0.3%
RHJA
2880
Rice Hall James & Associates
California
$342K
AMCA
2881
Arthur M. Cohen & Associates
Illinois
$341K -$97.1K -637 -22%
AWM
2882
Act Wealth Management
Texas
$341K -$35.9K -236 -10%
BJ
2883
Brouwer & Janachowski
California
$341K
CFSG
2884
Community Financial Services Group
Vermont
$341K
IIA
2885
ICW Investment Advisors
Arizona
$340K +$152 +1 +0%
DAM
2886
Deltec Asset Management
New York
$339K
WFG
2887
Wills Financial Group
Virginia
$338K +$4.71K +31 +1%
EMFAT
2888
Emerald Mutual Fund Advisers Trust
Pennsylvania
$337K -$44.1K -290 -12%
NEPPG
2889
New England Professional Planning Group
Rhode Island
$336K +$25.9K +161 +8%
OBWP
2890
O'Brien Wealth Partners
Massachusetts
$334K +$14.7K +95 +5%
PWC
2891
PYA Waltman Capital
Tennessee
$331K -$30.5K -200 -8%
IPW
2892
IronBridge Private Wealth
Texas
$331K -$11.1K -73 -3%
CCA
2893
Clearwater Capital Advisors
Illinois
$327K -$11.3K -74 -3%
RHFI
2894
Reilly Herbert Faulkner III
$327K
FAN
2895
Financial Advisors Network
California
$326K -$7.46K -49 -2%
SVCP
2896
Silicon Valley Capital Partners
California
$325K -$57.9K -380 -15%
HWA
2897
Hilltop Wealth Advisors
North Carolina
$325K
DS
2898
DRW Securities
Illinois
$325K +$325K +2,138 New
OWA
2899
One Wealth Advisors
California
$324K +$37.8K +248 +13%
BMD
2900
Better Money Decisions
New Mexico
$324K +$324K +2,130 New