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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 %
PCMC
2901
Private Capital Management (Colorado)
Colorado
$323K -$15.4K -101 -5%
AMG
2902
Asset Management Group
Connecticut
$323K +$2.13K +14 +0.7%
AA
2903
AlphaMark Advisors
Kentucky
$323K +$7.16K +47 +2%
MWP
2904
Meridian Wealth Partners
Pennsylvania
$323K +$11K +72 +4%
BA
2905
Bridge Advisory
California
$321K -$81K -533 -20%
DPI
2906
Diversified Portfolios Inc
Michigan
$321K -$7.61K -50 -2%
CFG
2907
Compton Financial Group
Maryland
$319K
AFA
2908
Atlanta Financial Associates
Georgia
$319K
CCA
2909
Cadent Capital Advisors
Oklahoma
$319K +$21.9K +144 +7%
MA
2910
Mezzasalma Advisors
New Jersey
$318K +$3.05K +20 +1%
VC
2911
Veery Capital
Delaware
$317K -$121K -794 -28%
AWM
2912
Adams Wealth Management
Utah
$317K
OWA
2913
Opal Wealth Advisors
New York
$317K +$18K +118 +6%
WCFA
2914
Walkner Condon Financial Advisors
Wisconsin
$316K +$7.16K +47 +2%
GAM
2915
Gould Asset Management
California
$315K -$107K -700 -25%
CCA
2916
Conestoga Capital Advisors
Pennsylvania
$315K -$103K -675 -25%
SAM
2917
Shikiar Asset Management
New York
$315K
AG
2918
Algert Global
California
$315K +$315K +2,066 New
NC
2919
NovaPoint Capital
Georgia
$314K
VFM
2920
Vivid Financial Management
California
$313K
KW
2921
KWB Wealth
California
$313K +$313K +2,058 New
CA
2922
Capital Advantage
California
$312K +$22.1K +145 +8%
KBFS
2923
Kohmann Bosshard Financial Services
Ohio
$311K
EF
2924
Exeter Financial
Arizona
$309K
I2I
2925
Insight 2811 Inc
Illinois
$307K