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JPMorgan Chase

3,225 hedge funds and large institutions have $370B invested in JPMorgan Chase in 2021 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,494 increasing their positions, 1,279 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,225
Holders Change
+25
Holders Change %
+0.78%
% of All Funds
56.3%
Holding in Top 10
598
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-12.95%
% of All Funds
10.44%
New
152
Increased
1,494
Reduced
1,279
Closed
87
Calls
$5.9B
Puts
$8.53B
Net Calls
-$2.63B
Net Calls Change
-$537M
Name Holding Trade Value Shares
Change
Shares
Change %
Q
2901
QVR
California
$347K +$347K +2,233 New
OPWM
2902
Oxinas Partners Wealth Management
Indiana
$346K -$11.5K -74 -3%
DAM
2903
Deltec Asset Management
New York
$346K
AIG
2904
American International Group
New York
$345K -$23.4K -150,493 -6%
FC
2905
FCA Corp
Texas
$345K -$293K -1,880 -46%
22CM
2906
20/20 Capital Management
California
$344K +$48.6K +312 +16%
CCA
2907
Cadent Capital Advisors
Oklahoma
$342K +$16.3K +105 +5%
AWM
2908
Act Wealth Management
Texas
$341K -$7.79K -50 -2%
IPW
2909
IronBridge Private Wealth
Texas
$340K +$1.56K +10 +0.5%
BJ
2910
Brouwer & Janachowski
California
$339K -$8.86K -57 -3%
SAM
2911
SP Asset Management
California
$335K
MWP
2912
Meridian Wealth Partners
Pennsylvania
$335K +$5.29K +34 +2%
WQ
2913
Wealth Quarterback
New Jersey
$335K +$335K +2,153 New
HWM
2914
HFR Wealth Management
New York
$334K +$334K +2,148 New
BMD
2915
Better Money Decisions
New Mexico
$333K +$1.71K +11 +0.5%
AA
2916
AlphaMark Advisors
Kentucky
$333K +$3.11K +20 +0.9%
ECAM
2917
East Coast Asset Management
Massachusetts
$333K +$33.8K +217 +11%
HWA
2918
Hilltop Wealth Advisors
North Carolina
$332K
AMG
2919
Asset Management Group
Connecticut
$332K +$2.02K +13 +0.6%
WCFA
2920
Walkner Condon Financial Advisors
Wisconsin
$331K +$10.8K +70 +3%
EF
2921
Exeter Financial
Arizona
$331K +$14.7K +94 +5%
FNC
2922
First National Corp
Massachusetts
$328K +$7.25K +77 +2%
CWM
2923
Campbell Wealth Management
Virginia
$328K +$328K +2,106 New
BA
2924
Bridge Advisory
California
$326K -$2.33K -15 -0.7%
CFG
2925
Compton Financial Group
Maryland
$326K