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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 %
TI
2926
Telemetry Investments
New York
$306K +$1.52K +10 +0.5%
SEEDPG
2927
S.E.E.D. Planning Group
New York
$305K -$152 -1 -0%
CCM
2928
Chickasaw Capital Management
Tennessee
$304K
MSFP
2929
Mark Sheptoff Financial Planning
Connecticut
$303K +$83.8K +551 +38%
F
2930
F3Logic
Minnesota
$302K -$33.1K -219 -10%
KC
2931
Knuff & Co
California
$301K
AWM
2932
Atticus Wealth Management
Florida
$300K -$13.1K -86 -4%
PSC
2933
Prentiss Smith & Co
Vermont
$300K
HC
2934
Hamilton Capital
Ohio
$300K +$300K +1,971 New
CCFM
2935
Clear Creek Financial Management
Washington
$297K -$3.42M -22,310 -92%
VBFG
2936
Vishria Bird Financial Group
Tennessee
$297K
EWA
2937
ERTS Wealth Advisors
Michigan
$297K +$2.89K +19 +1%
SC
2938
Solstein Capital
California
$297K +$46.2K +304 +18%
TCCM
2939
Timber Creek Capital Management
Massachusetts
$296K -$10.2K -67 -3%
DFA
2940
DHJJ Financial Advisors
Illinois
$296K +$7.45K +49 +3%
RFP
2941
Roth Financial Partners
Texas
$294K
ECAM
2942
East Coast Asset Management
Massachusetts
$293K
DGI
2943
Disciplined Growth Investors
Minnesota
$292K +$292K +1,915 New
FWP
2944
Firethorn Wealth Partners
Georgia
$291K +$1.22K +8 +0.4%
22CM
2945
20/20 Capital Management
California
$289K
TC
2946
Tacita Capital
Ontario, Canada
$288K
HKAM
2947
Horizon Kinetics Asset Management
New York
$287K -$108K -710 -27%
PS
2948
Planned Solutions
California
$287K +$131K +860 +84%
PHAM
2949
Palisades Hudson Asset Management
Florida
$286K +$25.3K +166 +10%
DC
2950
Derby & Company
Massachusetts
$285K